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Mfa Wealth Services
MFA Wealth Services is a nationally recognized SEC-registered investment adviser and wealth manager headquartered in Thousand Oaks, California. Founded in 2014, the firm offers personalized, concierge-level wealth management, financial planning, and advisory services to individuals, businesses, and investment companies. MFA Wealth Services is wholly owned by Christopher McMahon and employs a dedicated team of certified financial planners and registered advisors who focus on client relationships, long-term planning, and fiduciary standards.
Investment Strategy
MFA Wealth Services primarily utilizes a fundamental analysis approach, allocating client assets among mutual funds, exchange-traded funds (ETFs), select individual securities, and independent investment managers. The firm’s exclusive MAP™ process combines advanced financial planning technologies with advisor expertise to deliver client-focused, value-based long-term planning. Portfolios are structured for comprehensive wealth management and utilize discretionary management to provide flexible, personalized solutions tailored to each client's risk profile and goals.
Latest 13F Filing Activity
Mfa Wealth Services filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $133M. The fund increased holdings in Ishares TR, Ishares TR, American Centy Etf TR among other positions. Mfa Wealth Services reduced exposure to Schwab Strategic TR, Pacer FDS TR, Apple Inc. among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.04% | $13.4M | 21,516 | $587.68 | $620.90 | +$1.5M |
Q QGRO | AMERICAN CENTY ETF TR | 6.64% | $8.8M | 80,954 | $99.43 | $109.12 | +$1.3M |
I IEI | ISHARES TR | 4.78% | $6.4M | 53,443 | $115.91 | $119.09 | +$137.7K |
S SCHD | SCHWAB STRATEGIC TR | 4.66% | $6.2M | 233,831 | $27.32 | $26.50 | -$1.5M |
S SHY | ISHARES TR | 4.00% | $5.3M | 64,205 | $82.02 | $82.86 | +$42.0K |
Industry Allocation
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