MFA Wealth Services
CIK
1989379
City
THOUSAND OAKS
State / Country
CA
Top Portfolio Positions
70 positions ·
$51,881,552 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,792 | $2,738,901 | 5.28% | |
| AMGN |
Amgen Inc
Healthcare
|
6,453 | $2,270,488 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
5,339 | $1,976,337 | 3.81% | |
| GLD |
Spdr Gold Trust
|
4,222 | $1,816,684 | 3.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,134 | $1,808,882 | 3.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,909 | $1,355,770 | 2.61% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,473 | $1,354,821 | 2.61% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
3,941 | $1,331,860 | 2.57% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
16,597 | $1,321,287 | 2.55% | |
| AVGO |
Broadcom Inc.
Technology
|
4,201 | $1,300,251 | 2.51% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NMZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,137,087 | 109,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,107,184 | 108,654 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,193,916 | 112,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,144,630 | 110,379 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,052,356 | 96,458 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $989,839 | 91,567 | Shares | Sole | 2025-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||