MFA Wealth Services
Annual return '25
+33.9%
SPY '25
+17.7%
Alpha
+16.2ptsvs SPY
Invested
$151M
Holdings
122
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +23.4% (18.0k → 22.2k shares)
9.5%
02
$QGRO
AMERICAN CENTY ETF TR
Q2 2025: Increased +0.7% (80.4k → 81.0k shares)
5.8%
03
$IQLT
ISHARES TR
Q2 2025: Increased +52.4% (53.5k → 81.5k shares)
4.5%
04
$IEI
ISHARES TR
Q2 2025: Increased +1.4% (52.7k → 53.4k shares)
4.1%
05
$SCHD
SCHWAB STRATEGIC TR
Q2 2025: Sold 15.1% (275.3k → 233.8k shares)
4.1%
06
$SHY
ISHARES TR
Q2 2025: Increased +0.6% (63.8k → 64.2k shares)
2.9%
07
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 12.9k shares)
2.6%
08
$IEF
ISHARES TR
Q1 2026: Sold 5.0% (6.6k → 6.3k shares)
2.2%
09
$IVW
ISHARES TR
Q1 2026: Sold 24.8% (74.4k → 55.9k shares)
1.9%
10
$AAPL
APPLE INC
Q1 2026: Sold 18.8% (1.36M → 1.11M shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:31 UTC.