MFA Wealth Services

13F filer · CIK 0001989379

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$167MU.S. long equity reported on 13F

Positions8010 new · 2 closed

Net flow last quarter+$1.22MBuys minus sells

Top 10 positions weight11.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202680 positions
AAPLApple Inc.	$3.15M	1.88%	0.00%	+0.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$2.36M	1.41%	Not reported	+2.1%	Q4 2024
AMGNAmgen Inc	$2.32M	1.39%	0.00%	-0.7%	Q4 2024
MSFTMicrosoft Corp	$2.04M	1.22%	0.00%	+2.4%	Q4 2024
LLYELI LILLY & Co	$1.81M	1.08%	0.00%	+2.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.77M	1.06%	0.00%	-6.1%	Q4 2024
AVGOBroadcom Inc.	$1.64M	0.98%	0.00%	+3.1%	Q4 2024
CSCOCisco Systems, Inc.	$1.6M	0.96%	0.00%	-3.7%	Q4 2024
GLDSPDR Gold Trust	$1.47M	0.88%	0.00%	-5.6%	Q4 2024
NVDANvidia Corp	$1.46M	0.87%	0.00%	+7.2%	Q4 2024
WFCWells Fargo & Company	$1.38M	0.82%	0.00%	+0.7%	Q1 2026
AMZNAmazon Com Inc	$1.34M	0.80%	0.00%	+2.3%	Q4 2024
CATCaterpillar Inc	$1.31M	0.78%	0.00%	-5.2%	Q4 2024
GOOGAlphabet Inc.	$1.29M	0.77%	Not reported	-5.7%	Q4 2024
JPMJPMorgan Chase & Co	$1.21M	0.72%	0.00%	+0.5%	Q4 2024
WMTWalmart Inc.	$1.2M	0.72%	0.00%	-2.6%	Q4 2024
ASMLAsml Holding NV	$1.2M	0.72%	0.00%	-7.7%	Q2 2025
GOOGLAlphabet Inc.	$1.02M	0.61%	0.00%	-1.8%	Q4 2024
NMZNuveen Municipal High Income Opportunity Fund	$1.01M	0.60%	Not reported	-12.7%	Q4 2024
GILDGilead Sciences, Inc.	$975K	0.58%	0.00%	+0.6%	Q1 2026
ETNEaton Corp plc	$912K	0.54%	0.00%	+7.5%	Q4 2024
ABBVAbbVie Inc.	$856K	0.51%	0.00%	+11.8%	Q4 2024
MRKMerck & Co., Inc.	$810K	0.48%	0.00%	-0.4%	Q4 2024
HDHome Depot, Inc.	$804K	0.48%	0.00%	+7.3%	Q4 2024
AXPAmerican Express Co	$785K	0.47%	0.00%	-22.1%	Q4 2024
IBMInternational Business Machines Corp	$784K	0.47%	0.00%	+19.5%	Q4 2024
COSTCostco Wholesale Corp	$784K	0.47%	0.00%	-13.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$781K	0.47%	Not reported	-9.5%	Q4 2024
CCitigroup Inc	$758K	0.45%	0.00%	-3.8%	Q4 2024
ORCLOracle Corp	$751K	0.45%	0.00%	+14.7%	Q4 2024
UNPUnion Pacific Corp	$712K	0.43%	0.00%	-19.7%	Q4 2024
PGPROCTER & GAMBLE Co	$712K	0.43%	0.00%	+18.1%	Q4 2024
GSGoldman Sachs Group Inc	$694K	0.41%	0.00%	-6.8%	Q4 2024
XOMExxonMobil Holdings Corp	$679K	0.41%	0.00%	-3.6%	Q4 2024
ORealty Income Corp	$656K	0.39%	0.00%	+6.1%	Q4 2024
MCDMcdonalds Corp	$643K	0.38%	0.00%	+4.0%	Q4 2024
BNYBank of New York Mellon Corp	$641K	0.38%	0.00%	-20.1%	Q4 2024
METAMeta Platforms, Inc.	$596K	0.36%	Not reported	+9.5%	Q4 2024
BXBlackstone Inc.	$582K	0.35%	0.00%	+15.2%	Q4 2024
KOCoca Cola Co	$574K	0.34%	0.00%	+25.2%	Q4 2024
JNJJohnson & Johnson	$571K	0.34%	0.00%	-34.6%	Q4 2024
CBChubb Ltd	$558K	0.33%	0.00%	-3.7%	Q4 2024
VVisa Inc.	$542K	0.32%	0.00%	-3.5%	Q4 2024
WMWaste Management Inc	$472K	0.28%	0.00%	+5.6%	Q4 2024
CAHCardinal Health Inc	$458K	0.27%	0.00%	-3.6%	Q4 2024
LINLinde PLC	$454K	0.27%	0.00%	New	Q2 2026
MARMarriott International Inc	$453K	0.27%	0.00%	-6.6%	Q4 2025
TDToronto Dominion Bank	$441K	0.26%	0.00%	-8.0%	Q4 2024
TXNTexas Instruments Inc	$432K	0.26%	0.00%	-13.0%	Q4 2024
ARQTArcutis Biotherapeutics, Inc.	$425K	0.25%	0.01%	Not reported	Q1 2026

Q1 2026Reported Apr 22, 202672 positions
AAPLApple Inc.	$2.74M	1.81%	0.00%	-0.4%	Q4 2024
AMGNAmgen Inc	$2.27M	1.50%	0.00%	-2.3%	Q4 2024
MSFTMicrosoft Corp	$1.98M	1.31%	0.00%	+3.5%	Q4 2024
GLDSPDR Gold Trust	$1.82M	1.20%	0.00%	+5.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.81M	1.20%	Not reported	+1.7%	Q4 2024
WMTWalmart Inc.	$1.36M	0.90%	0.00%	+0.7%	Q4 2024
LLYELI LILLY & Co	$1.35M	0.90%	0.00%	+0.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.33M	0.88%	0.00%	-0.2%	Q4 2024
WFCWells Fargo & Company	$1.32M	0.87%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$1.3M	0.86%	0.00%	+1.6%	Q4 2024
NVDANvidia Corp	$1.18M	0.78%	0.00%	+0.4%	Q4 2024
AMZNAmazon Com Inc	$1.15M	0.76%	0.00%	-3.2%	Q4 2024
NMZNuveen Municipal High Income Opportunity Fund	$1.14M	0.75%	Not reported	+0.8%	Q4 2024
GOOGAlphabet Inc.	$1.11M	0.73%	Not reported	+4.5%	Q4 2024
CSCOCisco Systems, Inc.	$1.1M	0.73%	0.00%	+1.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.08M	0.72%	0.00%	-1.2%	Q4 2024
GILDGilead Sciences, Inc.	$1.07M	0.71%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$959K	0.64%	0.00%	-0.8%	Q4 2024
CATCaterpillar Inc	$920K	0.61%	0.00%	-3.2%	Q4 2024
AXPAmerican Express Co	$901K	0.60%	0.00%	+4.1%	Q4 2024
XOMExxonMobil Holdings Corp	$874K	0.58%	0.00%	+0.4%	Q4 2024
ASMLAsml Holding NV	$864K	0.57%	0.00%	+5.1%	Q2 2025
JNJJohnson & Johnson	$840K	0.56%	0.00%	+0.6%	Q4 2024
GOOGLAlphabet Inc.	$834K	0.55%	0.00%	-2.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$826K	0.55%	Not reported	-12.4%	Q4 2024
UNPUnion Pacific Corp	$791K	0.52%	0.00%	-0.4%	Q4 2024
MRKMerck & Co., Inc.	$761K	0.50%	0.00%	+1.6%	Q4 2024
ETNEaton Corp plc	$712K	0.47%	0.00%	+3.4%	Q4 2024
MCDMcdonalds Corp	$711K	0.47%	0.00%	+2.6%	Q4 2024
HDHome Depot, Inc.	$699K	0.46%	0.00%	+3.7%	Q4 2024
ABBVAbbVie Inc.	$662K	0.44%	0.00%	+4.9%	Q4 2024
BNYBank of New York Mellon Corp	$658K	0.44%	0.00%	+0.7%	Q4 2024
ORCLOracle Corp	$658K	0.44%	0.00%	+7.0%	Q4 2024
CCitigroup Inc	$639K	0.42%	0.00%	-0.3%	Q4 2024
GSGoldman Sachs Group Inc	$622K	0.41%	0.00%	+1.0%	Q4 2024
BLKBlackRock, Inc.	$616K	0.41%	0.00%	+3.6%	Q4 2024
ORealty Income Corp	$610K	0.40%	0.00%	+7.1%	Q4 2024
PGPROCTER & GAMBLE Co	$594K	0.39%	0.00%	+2.5%	Q4 2024
IBMInternational Business Machines Corp	$566K	0.37%	0.00%	+9.5%	Q4 2024
CBChubb Ltd	$554K	0.37%	0.00%	+2.9%	Q4 2024
METAMeta Platforms, Inc.	$553K	0.37%	Not reported	+1.5%	Q4 2024
BMYBristol Myers Squibb Co	$515K	0.34%	0.00%	+3.4%	Q4 2024
VVisa Inc.	$494K	0.33%	0.00%	-1.7%	Q4 2024
BXBlackstone Inc.	$494K	0.33%	0.00%	+7.1%	Q4 2024
ETREntergy Corp	$475K	0.31%	0.00%	+7.1%	Q4 2024
WMWaste Management Inc	$460K	0.30%	0.00%	+7.1%	Q4 2024
KOCoca Cola Co	$429K	0.28%	0.00%	+1.3%	Q4 2024
MARMarriott International Inc	$428K	0.28%	0.00%	+9.0%	Q4 2025
CAHCardinal Health Inc	$422K	0.28%	0.00%	-3.2%	Q4 2024
NOCNorthrop Grumman Corp	$421K	0.28%	0.00%	-9.3%	Q4 2024

Q4 2025Reported Jan 15, 202670 positions
AAPLApple Inc.	$2.95M	1.99%	0.00%	-4.7%	Q4 2024
MSFTMicrosoft Corp	$2.49M	1.69%	0.00%	+1.4%	Q4 2024
AMGNAmgen Inc	$2.16M	1.46%	0.00%	-1.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.89M	1.28%	Not reported	-1.7%	Q4 2024
GLDSPDR Gold Trust	$1.59M	1.08%	0.00%	+1.7%	Q4 2024
LLYELI LILLY & Co	$1.57M	1.06%	0.00%	+3.8%	Q4 2024
AVGOBroadcom Inc.	$1.43M	0.97%	0.00%	-10.7%	Q4 2024
AMZNAmazon Com Inc	$1.32M	0.89%	0.00%	+0.3%	Q4 2024
NVDANvidia Corp	$1.26M	0.85%	0.00%	-0.4%	Q4 2024
WMTWalmart Inc.	$1.21M	0.82%	0.00%	+1.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.2M	0.81%	0.00%	-6.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.2M	0.81%	0.00%	-9.0%	Q4 2024
GOOGAlphabet Inc.	$1.16M	0.78%	Not reported	+53.5%	Q4 2024
NMZNuveen Municipal High Income Opportunity Fund	$1.11M	0.75%	Not reported	-3.6%	Q4 2024
CSCOCisco Systems, Inc.	$1.08M	0.73%	0.00%	+12.1%	Q4 2024
AXPAmerican Express Co	$1.06M	0.72%	0.00%	+0.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$990K	0.67%	Not reported	-0.4%	Q4 2024
GOOGLAlphabet Inc.	$934K	0.63%	0.00%	-3.3%	Q4 2024
COSTCostco Wholesale Corp	$837K	0.57%	0.00%	+2.8%	Q4 2024
ORCLOracle Corp	$815K	0.55%	0.00%	-8.3%	Q4 2024
CATCaterpillar Inc	$768K	0.52%	0.00%	-13.4%	Q4 2024
UNPUnion Pacific Corp	$757K	0.51%	0.00%	-33.3%	Q4 2024
JNJJohnson & Johnson	$706K	0.48%	0.00%	-1.7%	Q4 2024
HDHome Depot, Inc.	$705K	0.48%	0.00%	+3.6%	Q4 2024
MCDMcdonalds Corp	$681K	0.46%	0.00%	+4.6%	Q4 2024
ASMLAsml Holding NV	$666K	0.45%	0.00%	+49.5%	Q2 2025
ABBVAbbVie Inc.	$663K	0.45%	0.00%	+11.1%	Q4 2024
BLKBlackRock, Inc.	$663K	0.45%	0.00%	+0.2%	Q4 2024
CCitigroup Inc	$659K	0.45%	0.00%	-21.6%	Q4 2024
MRKMerck & Co., Inc.	$655K	0.44%	0.00%	+9.2%	Q4 2024
GSGoldman Sachs Group Inc	$641K	0.43%	0.00%	-3.2%	Q4 2024
BNYBank of New York Mellon Corp	$640K	0.43%	0.00%	-5.6%	Q4 2024
IBMInternational Business Machines Corp	$631K	0.43%	0.00%	-16.0%	Q4 2024
METAMeta Platforms, Inc.	$629K	0.43%	Not reported	+6.0%	Q4 2024
BXBlackstone Inc.	$618K	0.42%	0.00%	+6.3%	Q4 2024
XOMExxonMobil Holdings Corp	$618K	0.42%	0.00%	-10.3%	Q4 2024
ETNEaton Corp plc	$613K	0.41%	0.00%	+3.5%	Q4 2024
VVisa Inc.	$583K	0.39%	0.00%	+1.7%	Q4 2024
PGPROCTER & GAMBLE Co	$575K	0.39%	0.00%	-12.6%	Q4 2024
ORealty Income Corp	$525K	0.35%	0.00%	+21.4%	Q4 2024
CBChubb Ltd	$516K	0.35%	0.00%	+5.2%	Q4 2024
QCOMQualcomm Inc	$504K	0.34%	0.00%	+1.6%	Q4 2024
BMYBristol Myers Squibb Co	$443K	0.30%	0.00%	+22.4%	Q4 2024
CAHCardinal Health Inc	$424K	0.29%	0.00%	-17.1%	Q4 2024
WMWaste Management Inc	$411K	0.28%	0.00%	+33.2%	Q4 2024
BABAAlibaba Group Holding Ltd	$408K	0.28%	0.00%	+90.0%	Q3 2025
KOCoca Cola Co	$390K	0.26%	0.00%	+5.8%	Q4 2024
NOCNorthrop Grumman Corp	$388K	0.26%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$372K	0.25%	0.00%	New	Q4 2025
TDToronto Dominion Bank	$368K	0.25%	0.00%	-15.9%	Q4 2024

Q3 2025Reported Nov 14, 202573 positions
AAPLApple Inc.	$2.89M	2.00%	0.00%	-0.9%	Q4 2024
MSFTMicrosoft Corp	$2.64M	1.82%	0.00%	+1.4%	Q4 2024
AMGNAmgen Inc	$1.89M	1.31%	0.00%	+1.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.88M	1.30%	Not reported	-13.2%	Q4 2024
AVGOBroadcom Inc.	$1.53M	1.05%	0.00%	-2.8%	Q4 2024
GLDSPDR Gold Trust	$1.4M	0.97%	0.00%	+294.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.29M	0.89%	0.00%	+1.0%	Q4 2024
ORCLOracle Corp	$1.28M	0.88%	0.00%	-0.1%	Q4 2024
NVDANvidia Corp	$1.27M	0.87%	0.00%	-2.1%	Q4 2024
AMZNAmazon Com Inc	$1.25M	0.86%	0.00%	+0.7%	Q4 2024
NMZNuveen Municipal High Income Opportunity Fund	$1.19M	0.82%	Not reported	+2.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.17M	0.81%	0.00%	+2.0%	Q4 2024
UNPUnion Pacific Corp	$1.16M	0.80%	0.00%	+0.7%	Q4 2024
WMTWalmart Inc.	$1.1M	0.76%	0.00%	+1.8%	Q4 2024
LLYELI LILLY & Co	$1.08M	0.74%	0.00%	+3.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$994K	0.69%	Not reported	+0.5%	Q4 2024
AXPAmerican Express Co	$945K	0.65%	0.00%	+2.0%	Q4 2024
COSTCostco Wholesale Corp	$875K	0.60%	0.00%	+1.5%	Q4 2024
CSCOCisco Systems, Inc.	$855K	0.59%	0.00%	+2.3%	Q4 2024
HDHome Depot, Inc.	$801K	0.55%	0.00%	+2.5%	Q4 2024
GOOGLAlphabet Inc.	$750K	0.52%	0.00%	-8.1%	Q4 2024
CATCaterpillar Inc	$739K	0.51%	0.00%	+1.6%	Q4 2024
CCitigroup Inc	$731K	0.50%	0.00%	+3.1%	Q4 2024
BLKBlackRock, Inc.	$720K	0.50%	0.00%	+2.7%	Q4 2024
IBMInternational Business Machines Corp	$716K	0.49%	0.00%	+1.7%	Q4 2024
PGPROCTER & GAMBLE Co	$705K	0.49%	0.00%	+1.6%	Q4 2024
ETNEaton Corp plc	$696K	0.48%	0.00%	+9.2%	Q4 2024
METAMeta Platforms, Inc.	$660K	0.46%	Not reported	-0.8%	Q4 2024
MCDMcdonalds Corp	$648K	0.45%	0.00%	+3.2%	Q4 2024
XOMExxonMobil Holdings Corp	$645K	0.45%	0.00%	+4.3%	Q4 2024
BXBlackstone Inc.	$644K	0.44%	0.00%	+2.8%	Q4 2024
JNJJohnson & Johnson	$644K	0.44%	0.00%	+4.0%	Q4 2024
BNYBank of New York Mellon Corp	$636K	0.44%	0.00%	+3.2%	Q4 2024
ABBVAbbVie Inc.	$604K	0.42%	0.00%	+4.0%	Q4 2024
GSGoldman Sachs Group Inc	$599K	0.41%	0.00%	+3.4%	Q4 2024
GOOGAlphabet Inc.	$588K	0.41%	Not reported	+8.9%	Q4 2024
VVisa Inc.	$559K	0.39%	0.00%	+0.4%	Q4 2024
QCOMQualcomm Inc	$483K	0.33%	0.00%	+1.8%	Q4 2024
MRKMerck & Co., Inc.	$478K	0.33%	0.00%	+3.0%	Q4 2024
ORealty Income Corp	$466K	0.32%	0.00%	+8.7%	Q4 2024
CBChubb Ltd	$444K	0.31%	0.00%	+3.6%	Q4 2024
MDTMedtronic plc	$431K	0.30%	0.00%	+3.0%	Q4 2024
SNASnap-on Inc	$428K	0.30%	0.00%	+2.9%	Q4 2024
NOCNorthrop Grumman Corp	$414K	0.29%	0.00%	-16.7%	Q4 2024
ASMLAsml Holding NV	$403K	0.28%	0.00%	+51.8%	Q2 2025
CAHCardinal Health Inc	$391K	0.27%	0.00%	+2.3%	Q4 2024
TDToronto Dominion Bank	$372K	0.26%	0.00%	+10.2%	Q4 2024
INTUIntuit Inc.	$368K	0.25%	0.00%	+1.7%	Q4 2024
STLDSteel Dynamics Inc	$351K	0.24%	0.00%	-2.8%	Q4 2024
KOCoca Cola Co	$349K	0.24%	0.00%	+1.9%	Q4 2024

Premium opens every quarter this fund has filed