Back to Mattson Financial Services, LLC

Mattson Financial Services, LLC

Q2 2026 13F filing

Updated 37 days ago

235 disclosed positions worth $477.8M

Portfolio value
$477.8M
Total holdings
235
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

Value
$17.9M
Shares
86.1K
% Port
3.74%
S

SPDR SERIES TRUST

Value
$17.4M
Shares
196.5K
% Port
3.63%
?
3.N/A

DOUBLELINE ETF TRUST

Value
$17.3M
Shares
355.4K
% Port
3.62%
A

APPLE INC

Value
$13.4M
Shares
40.2K
% Port
2.80%
A

AMAZON COM INC

Value
$13.2M
Shares
52.8K
% Port
2.76%
G

ALPHABET INC

Value
$12M
Shares
33.8K
% Port
2.50%
M

MICROSOFT CORP

Value
$10.6M
Shares
26.4K
% Port
2.22%
?
8.N/A

BONDBLOXX ETF TRUST

Value
$9.9M
Shares
220.0K
% Port
2.07%
M

META PLATFORMS INC

Value
$9M
Shares
13.5K
% Port
1.88%
?
10.N/A

BONDBLOXX ETF TRUST

Value
$8.1M
Shares
172.0K
% Port
1.69%
?
11.N/A

AMERICAN CENTY ETF TR

Value
$7M
Shares
54.9K
% Port
1.47%
A
12.AVGO

BROADCOM INC

Value
$6.7M
Shares
18.0K
% Port
1.41%
G

GOLDMAN SACHS GROUP INC

Value
$6.7M
Shares
6.1K
% Port
1.40%
?
14.N/A

ISHARES U S ETF TR

Value
$6.2M
Shares
60.1K
% Port
1.29%
P
15.PANW

PALO ALTO NETWORKS INC

Value
$6.1M
Shares
17.3K
% Port
1.28%
M

MORGAN STANLEY

Value
$6.1M
Shares
27.9K
% Port
1.27%
J

JPMORGAN CHASE & CO

Value
$6.1M
Shares
17.7K
% Port
1.27%
U
18.UNH

UNITEDHEALTH GROUP INC

Value
$5.3M
Shares
12.6K
% Port
1.12%
C
19.CVX

CHEVRON CORPORATION

Value
$5.2M
Shares
28.1K
% Port
1.08%
?
20.N/A

BONDBLOXX ETF TRUST

Value
$5M
Shares
137.9K
% Port
1.05%
L
21.LRCX

LAM RESEARCH CORP

Value
$4.8M
Shares
15.1K
% Port
1.01%
V
22.V

VISA INC

Value
$4.8M
Shares
13.1K
% Port
1.00%
A
23.AMPY

AMPLIFY ETF TR

Value
$4.7M
Shares
79.6K
% Port
0.99%
?
24.N/A

BONDBLOXX ETF TRUST

Value
$4.7M
Shares
92.3K
% Port
0.98%
?
25.N/A

DOUBLELINE ETF TRUST

Value
$4.5M
Shares
89.9K
% Port
0.95%
T
26.TGT

TARGET CORP

Value
$4.5M
Shares
32.2K
% Port
0.94%
N
27.NOC

JANUS DETROIT STR TR

Value
$4.4M
Shares
87.7K
% Port
0.93%
E
28.ETHA

ISHARES TR

Value
$4.3M
Shares
5.7K
% Port
0.90%
F
29.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$4M
Shares
338.7K
% Port
0.83%
E
30.ETN

EATON CORP PLC

Value
$3.9M
Shares
9.9K
% Port
0.83%
M
31.MDT

MEDTRONIC PLC

Value
$3.9M
Shares
47.1K
% Port
0.82%
K
32.KO

COCA COLA CO

Value
$3.9M
Shares
46.0K
% Port
0.82%
?
33.N/A

TIDAL TRUST III

Value
$3.9M
Shares
57.8K
% Port
0.81%
U
34.URI

UNITED RENTALS INC

Value
$3.9M
Shares
3.6K
% Port
0.81%
W
35.WMT

WALMART INC

Value
$3.8M
Shares
33.1K
% Port
0.80%
B

BANK OF AMER CORP

Value
$3.6M
Shares
57.9K
% Port
0.75%
J
37.JNJ

JOHNSON & JOHNSON

Value
$3.5M
Shares
14.2K
% Port
0.74%
A
38.APH

AMPHENOL CORP

Value
$3.5M
Shares
22.8K
% Port
0.73%
?
39.N/A

INNOVATOR ETFS TRUST

Value
$3.4M
Shares
38.3K
% Port
0.72%
Q
40.QUBT

ETF SER SOLUTIONS

Value
$3.4M
Shares
24.0K
% Port
0.72%
?
41.N/A

TIDAL TRUST II

Value
$3.4M
Shares
40.6K
% Port
0.71%
?
42.N/A

AMERICAN CENTY ETF TR

Value
$3.4M
Shares
37.6K
% Port
0.71%
C
43.CRWD

CROWDSTRIKE HLDGS INC

Value
$3.2M
Shares
15.9K
% Port
0.68%
S

SPDR INDEX SHS FDS

Value
$3.2M
Shares
64.3K
% Port
0.67%
?
45.N/A

BONDBLOXX ETF TRUST

Value
$3.1M
Shares
64.2K
% Port
0.65%
E
46.ETHA

ISHARES TR

Value
$3.1M
Shares
28.9K
% Port
0.64%
?
47.N/A

BONDBLOXX ETF TRUST

Value
$3.1M
Shares
62.0K
% Port
0.64%
P
48.PG

PROCTER & GAMBLE CO

Value
$3.1M
Shares
20.2K
% Port
0.64%
?
49.N/A

SSGA ACTIVE TR

Value
$3.1M
Shares
122.5K
% Port
0.64%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3M
Shares
6.1K
% Port
0.63%