MFA Wealth Services has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 100 E Thousand Oaks Blvd, Suite 258, Thousand Oaks, CA, and identifies Aryn Sands as the agent responsible for the report.
The report details a total of 133 securities held by the firm. The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the holdings list. Among the individual equity positions, the largest holdings include Apple Inc., with 10,703 shares; Broadcom Inc., with 4,182 shares; and Eli Lilly & Co., with 1,507 shares.
The filing also lists significant positions in major technology and financial institutions. Notable individual stock holdings include Microsoft Corporation (5,531 shares), NVIDIA Corporation (7,213 shares), Amazon.com Inc. (5,746 shares), and Visa Inc. (1,437 shares). In the financial sector, the firm holds shares in JPMorgan Chase & Co. (3,572 shares), Wells Fargo & Co. (15,756 shares), and Bank of America Corp. (5,727 shares).
The portfolio also includes substantial investments in broad market ETFs such as the iShares Core S&P 500 ETF (22,209 shares), the Vanguard Total Stock Market ETF (5,850 shares), and the Schwab Strategic Trust U.S. Dividend Equity ETF (203,610 shares). Additionally, the filing lists holdings in various bond ETFs, including the iShares 3-Year Treasury Bond ETF (55,079 shares) and the iShares 7-10 Year Treasury Bond ETF (40,343 shares).
