Long-term investor

Mfa Wealth Services @mfawealthservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989379).

Record

  • Tracked since 2025-06-30 (454 days), 71 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +914.8% · all +914.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 9.7% · long · since 2025-06-30
  • 025072307 · 6.0% · long · since 2025-06-30
  • 46434V456 · 4.4% · long · since 2025-06-30
  • 464288661 · 3.8% · long · since 2025-06-30
  • 808524797 · 3.7% · long · since 2025-06-30
  • 464287457 · 2.6% · long · since 2025-06-30
  • 922908553 · 2.5% · long · since 2025-06-30
  • 464287440 · 2.2% · long · since 2025-06-30
  • 464287309 · 2.0% · long · since 2025-06-30
  • AAPL · 1.9% · long · since 2025-06-30
  • 46434V621 · 1.7% · long · since 2025-06-30
  • 316092295 · 1.7% · long · since 2025-06-30

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