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Portfolio (Quarterly) Guide ↗

MFA Wealth Services

· CIK 0001989379
13F Portfolio $148M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 605.0 $293K 0.20% NEW $483.73 +11.1%
102 TXN TEXAS INSTRS INC Technology 1,627.0 $282K 0.19% NEW $173.48 +83.0%
103 CVX CHEVRON CORP NEW Energy 1,843.0 $281K 0.19% NEW $152.37 +20.2%
104 CGDV CAPITAL GROUP DIVIDEND VALUE 6,381.0 $278K 0.19% NEW $43.64 +10.9%
105 IDV ISHARES TR 6,842.0 $270K 0.18% NEW $39.45 +13.1%
106 GD GENERAL DYNAMICS CORP Industrials 801.0 $270K 0.18% NEW $336.81 +3.6%
107 CME CME GROUP INC Financial Services 906.0 $247K 0.17% NEW $273.01 +1.6%
108 VANGUARD CALIF TAX FREE FDS 2,412.0 $242K 0.16% NEW $100.25
109 TSLA TESLA INC Consumer Cyclical 521.0 $234K 0.16% NEW $449.72 -1.7%
110 SPYG SPDR SERIES TRUST 2,189.0 $234K 0.16% NEW $106.71 +13.2%
111 FDRR FIDELITY COVINGTON TRUST 3,777.0 $230K 0.16% NEW $61.02 +8.5%
112 MDT MEDTRONIC PLC Healthcare 2,249.0 $216K 0.15% NEW $96.06 -21.3%
113 SPYM SPDR SERIES TRUST 2,599.0 $208K 0.14% NEW $80.21 +10.8%
114 AFL AFLAC INC Financial Services 1,832.0 $202K 0.14% NEW $110.28 +2.1%
115 PANW PALO ALTO NETWORKS INC Technology 1,092.0 $201K 0.14% NEW $184.28 +39.9%
116 NVS NOVARTIS AG Healthcare 1,456.0 $201K 0.14% NEW $137.84 +9.8%
117 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 25,510.0 $161K 0.11% NEW $6.30 -19.5%
Page 6 of 6  ·  117 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 28.0%
Financial Services 25.9%
Healthcare 14.3%
Industrials 9.1%
Consumer Cyclical 7.5%
Consumer Defensive 6.1%
Communication Services 5.5%
Energy 1.8%
Real Estate 1.1%
Utilities 0.6%