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Portfolio (Quarterly) Guide ↗

MFA Wealth Services

· CIK 0001989379
13F Portfolio $167M AUM 134 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 10,629.0 $1.2M 0.72% NEW $113.26 -9.0%
42 ASML ASML HLDG NV Technology 604.0 $1.2M 0.72% NEW $1990.92 -14.8%
43 QUAL ISHARES TR 5,115.0 $1.1M 0.67% NEW $219.45 +1.9%
44 BOND PIMCO ETF TR 12,148.0 $1.1M 0.67% NEW $92.21 -1.8%
45 VTIP VANGUARD MALVERN FDS 22,239.0 $1.1M 0.67% NEW $50.23 -1.2%
46 VANGUARD MUN BD FDS 14,082.0 $1.1M 0.64% NEW $76.63
47 GOOGL ALPHABET INC Communication Services 2,849.0 $1.0M 0.61% NEW $357.38 -3.0%
48 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 95,615.0 $1.0M 0.60% NEW $10.57 -5.7%
49 GILD GILEAD SCIENCES INC Healthcare 7,719.0 $975K 0.58% NEW $126.34 +15.3%
50 EFA ISHARES TR 8,927.0 $927K 0.55% NEW $103.88 +3.7%
51 ETN EATON CORP PLC Industrials 2,140.0 $912K 0.54% NEW $426.02 -5.5%
52 FESM FIDELITY COVINGTON TRUST 18,495.0 $893K 0.53% NEW $48.29 -1.8%
53 SMMV ISHARES TR 19,308.0 $889K 0.53% NEW $46.04 +2.8%
54 ABBV ABBVIE INC Healthcare 3,401.0 $856K 0.51% NEW $251.66 +1.5%
55 MRK MERCK & CO INC Healthcare 6,305.0 $810K 0.48% NEW $128.49 +15.4%
56 VCIT VANGUARD SCOTTSDALE FDS 9,787.0 $809K 0.48% NEW $82.65 -1.8%
57 HD HOME DEPOT INC Consumer Cyclical 2,279.0 $804K 0.48% NEW $352.65 -6.4%
58 AXP AMERICAN EXPRESS CO Financial Services 2,322.0 $785K 0.47% NEW $338.18 -1.5%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 2,789.0 $784K 0.47% NEW $281.22 -16.2%
60 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 838.0 $784K 0.47% NEW $935.10 +1.1%
Page 3 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 25.1%
Healthcare 16.0%
Industrials 10.5%
Consumer Cyclical 6.1%
Consumer Defensive 5.7%
Communication Services 2.8%
Energy 1.7%
Basic Materials 1.7%
Utilities 1.1%