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MFA Wealth Services
RIA/Wealth
MFA Wealth Services is a RIA/Wealth based in Thousand Oaks, CA led by Christopher D Mattern, reporting $248.2M in AUM as of Q3 2025 with 65% ETF concentration.
PresidentChristopher D Mattern
- Portfolio Value
- $142.9M
- Positions
- 119
- Top Holding
- IVV at 10.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MFA Wealth Services's portfolio (41.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.6M | 10.23% | +$222.2K Bought | — 21.8K shares | |
ETF ETF | $9.3M | 6.51% | +$44.4K Bought | — 81.3K shares | |
ETF ETF | $6.3M | 4.39% | -$115.4K Sold | — 229.6K shares | |
ETF ETF | $5.9M | 4.15% | -$452.5K Sold | — 49.7K shares | |
ETF ETF | $5.5M | 3.85% | +$1.9M Bought | — 124.6K shares | |
ETF ETF | $4.5M | 3.16% | -$810.9K Sold | — 54.4K shares | |
ETF ETF | $3.8M | 2.68% | +$146.2K Bought | — 41.9K shares | |
ETF ETF | $3.1M | 2.16% | +$69.4K Bought | — 32.1K shares | |
ETF ETF | $3.0M | 2.10% | +$9.4K Bought | — 24.8K shares | |
Consumer Electronics Technology | $2.9M | 2.02% | -$25.5K Sold | 0.00% 11.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MFA Wealth Services's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-53.58% |
Analytics
Portfolio insights and performance metrics for MFA Wealth Services
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