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Aryn Sands

Mfa Wealth Services

Assets Managed
$167.437M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.86%(2Q avg: 6.46%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mfa Wealth Services's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Mfa Wealth Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 167.437M in assets, with a quarterly growth rate of 10.86% and a 2-quarter average growth rate of 6.46%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.63%
9.71%
$16.254M
21,704 shares@ $748.91 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 2.29%
6.02%
$10.068M
85,282 shares@ $118.05 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 0.83%
4.36%
$7.293M
147,176 shares@ $49.55 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 3.36%
3.82%
$6.384M
54,356 shares@ $117.46 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.65%
3.73%
$6.243M
196,877 shares@ $31.72 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 0.81%
2.59%
$4.333M
52,765 shares@ $82.11 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 0.89%
2.53%
$4.231M
43,880 shares@ $96.44 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 7.8%
2.16%
$3.61M
38,171 shares@ $94.57 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.71%
2.02%
$3.376M
24,550 shares@ $137.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.72%
1.88%
$3.145M
10,869 shares@ $289.37 avg price

1-10 of 134