Arkolith/Funds/MFA Wealth Services

MFA Wealth Services

CIK 1989379Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

MFA Wealth Services holds a diversified book of 134 reported positions worth $167.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Linde PLC and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.

MFA Wealth Services is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.5%
+12.6%/yr · since Jan '25
Their reported book
+21.7%
held from quarter-end
S&P 500
+28.6%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Sep '26
MFA Wealth Services (copied at disclosure) S&P 500

Growth of $10,000 cloning MFA Wealth Services's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
39%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

33% mapped to company sectors

ETFs / funds
67%
Information Technology
11%
Financials
7%
Health Care
5%
Industrials
3%
Consumer Discretionary
3%
Materials
1%
Utilities
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as MFA Wealth Services

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.10 / 80$4.4B
BlueSpruce Investments, LP9 / 80$640.2M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management8 / 80$161.4M
Swiss Re Ltd36 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Planning Project LLC10 / 80$445.5M

Ranked by the share of each fund's own book sitting in the names it shares with MFA Wealth Services: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

134 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$16.3M21.7K
9.7%
−1.6%
Reduced · −361 sh
2American Centy ETF TR
US QUALITY GROW
$10.1M85.3K
6.0%
+2.3%
Added · +2K sh
3Ishares TR
MSCI INTL QUALTY
$7.3M147.2K
4.4%
+0.8%
Added · +1K sh
4Ishares TR
3 7 YR TREAS BD
$6.4M54.4K
3.8%
+3.4%
Added · +2K sh
5Schwab Strategic TR
US DIVIDEND EQ
$6.2M196.9K
3.7%
−2.6%
Reduced · −5K sh
6Ishares TR
1 3 YR TREAS BD
$4.3M52.8K
2.6%
+0.8%
Added · +422 sh
7Vanguard Index FDS
REAL ESTATE ETF
$4.2M43.9K
2.5%
+0.9%
Added · +386 sh
8Ishares TR
7-10 YR TRSY BD
$3.6M38.2K
2.2%
+7.8%
Added · +3K sh
9Ishares TR
S&P 500 GRWT ETF
$3.4M24.6K
2.0%
−0.7%
Reduced · −178 sh
10Apple Inc
COM
$3.1M10.9K
1.9%
+0.7%
Added · +77 sh
11Ishares TR
CORE DIV GRWTH
$2.9M38.3K
1.7%
−0.3%
Reduced · −116 sh
12Fidelity Covington Trust
FUN SMA MID ETF
$2.8M74.5K
1.7%
−0.3%
Reduced · −213 sh
13Ishares TR
CORE S&P US VLU
$2.7M24.2K
1.6%
+0.3%
Added · +68 sh
14Capital Group Dividend Growe
SHS ETF
$2.4M63.4K
1.4%
−3.4%
Reduced · −2K sh
15Invesco QQQ TR
UNIT SER 1
$2.4M3.2K
1.4%
+2.1%
Added · +67 sh
16Amgen Inc
COM
$2.3M6.4K
1.4%
−0.7%
Reduced · −44 sh
17Ishares TR
CORE S&P MCP ETF
$2.2M28.3K
1.3%
+0.2%
Added · +48 sh
18Vanguard Index FDS
TOTAL STK MKT
$2.1M5.8K
1.3%
+1.0%
Added · +59 sh
19Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$2.1M77.4K
1.3%
+0.8%
Added · +651 sh
20Microsoft Corp
COM
$2.0M5.5K
1.2%
+2.4%
Added · +126 sh
21Eli Lilly & Co
COM
$1.8M1.5K
1.1%
+2.3%
Added · +34 sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$1.8M3.7K
1.1%
−6.1%
Reduced · −239 sh
23Broadcom Inc
COM
$1.6M4.3K
1.0%
+3.1%
Added · +129 sh
24Invesco Exchange Traded FD T
S&P500 EQL UTL
$1.6M19.9K
1.0%
+6.9%
Added · +1K sh
25Cisco Sys Inc
COM
$1.6M13.6K
1.0%
−3.6%
Reduced · −517 sh
26Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$1.6M9.3K
0.9%
+1.8%
Added · +163 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.5M18.8K
0.9%
+3.3%
Added · +596 sh
28Vanguard Specialized Funds
DIV APP ETF
$1.5M6.3K
0.9%
+0.2%
Added · +13 sh
29SPDR Gold TR
GOLD SHS
$1.5M4.0K
0.9%
−5.6%
Reduced · −238 sh
30Nvidia Corporation
COM
$1.5M7.3K
0.9%
+7.2%
Added · +488 sh
31Fidelity Covington Trust
ENHANCED EMRNGS
$1.4M32.8K
0.8%
−8.0%
Reduced · −3K sh
32Wells Fargo & Co
COM
$1.4M16.7K
0.8%
+0.7%
Added · +115 sh
33Amazon Com Inc
COM
$1.3M5.6K
0.8%
+2.3%
Added · +127 sh
34Ishares TR
TRS FLT RT BD
$1.3M26.5K
0.8%
+2.6%
Added · +687 sh
35Caterpillar Inc
COM
$1.3M1.2K
0.8%
−5.2%
Reduced · −67 sh
36Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.8%
−5.7%
Reduced · −221 sh
37Ishares TR
CORE MSCI EAFE
$1.3M13.3K
0.8%
+0.7%
Added · +86 sh
38Ishares TR
CORE US AGGBD ET
$1.3M12.8K
0.8%
+3.2%
Added · +398 sh
39Ishares TR
CORE S&P SCP ETF
$1.2M8.4K
0.7%
+0.3%
Added · +22 sh
40JPMorgan Chase & Co
COM
$1.2M3.7K
0.7%
+0.5%
Added · +17 sh
41Walmart Inc
COM
$1.2M10.6K
0.7%
−2.6%
Reduced · −280 sh
42ASML Hldg NV
N Y REGISTRY SHS
$1.2M604
0.7%
−7.6%
Reduced · −50 sh
43Ishares TR
MSCI USA QLT FCT
$1.1M5.1K
0.7%
−7.1%
Reduced · −389 sh
44Pimco ETF TR
ACTIVE BD ETF
$1.1M12.1K
0.7%
+0.8%
Added · +97 sh
45Vanguard Malvern FDS
STRM INFPROIDX
$1.1M22.2K
0.7%
+0.7%
Added · +147 sh
46Vanguard Mun BD FDS
SHORT TAX EXEMPT
$1.1M14.1K
0.6%
−5.9%
Reduced · −882 sh
47Alphabet Inc
CAP STK CL A
$1.0M2.8K
0.6%
−1.8%
Reduced · −51 sh
48Nuveen Mun High Income Oppor
COM
$1.0M95.6K
0.6%
−13%
Reduced · −14K sh
49Gilead Sciences Inc
COM
$975K7.7K
0.6%
+0.5%
Added · +42 sh
50Ishares TR
MSCI EAFE ETF
$927K8.9K
0.6%
+4.5%
Added · +381 sh
Showing 50 of 134 positions
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Filing history

As-of date vs the date the SEC received each filing

$167.4M · Q2 2026Q4 2024 · $124.7MQ2 2026 · $167.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d134$167.4M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d123$151.0M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202615d117$148.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d122$144.9M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202524d114$133.1M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d106$121.6M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202521d108$124.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.