MFA Wealth Services
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Thousand Oaks, CA
CIK
0001989379
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
106
121,615
IVV, SCHD, QGRO, IEI
13F-HR
4/16/2025
000175496025000207
Q4 2024
108
124,654
IVV, SCHD, QGRO, IEI
13F-HR
1/21/2025
000175496025000045