MFA Wealth Services: 13F holdings

CIK 19893792026Q2

Positions134
Reported value$167.4m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR21,704$16.3m9.7%
IWF AMERICAN CENTY ETF TR85,282$10.1m6.0%
IQLT ISHARES TR147,176$7.3m4.4%
IEI ISHARES TR54,356$6.4m3.8%
SCHD SCHWAB STRATEGIC TR196,877$6.2m3.7%
SHY ISHARES TR52,765$4.3m2.6%
VNQ VANGUARD INDEX FDS43,880$4.2m2.5%
IEF ISHARES TR38,171$3.6m2.2%
IWF ISHARES TR24,550$3.4m2.0%
AAPL APPLE INC10,869$3.1m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1989379")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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