Mattson Financial Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2034595
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$477.8M
Holdings
235
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mattson Financial Services, LLC disclosed 235 positions worth $477.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.7% of the equity portfolio. During the quarter the fund opened 22 new positions and exited 19. The portfolio is most concentrated in Other (34.6% of disclosed assets). All figures are sourced directly from Mattson Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 2034595.
AI Fund Analysis
Concentrating
$NVDA3.7% weight
Held 6 quarters
SPDR SERIES TRUST - ST STR
3.6% weight
Held 6 quarters
DOUBLELINE ETF TRUST - MOR
3.6% weight
Held 6 quarters
$AAPL2.8% weight
Held 6 quarters
$AMZN2.8% weight
Held 6 quarters
DOUBLELINE ETF TRUST - MOR
5 quarters accumulating
BONDBLOXX ETF TRUST - BLOO
5 quarters accumulating
BONDBLOXX ETF TRUST - BLOO
5 quarters accumulating
AMERICAN CENTY ETF TR - US
5 quarters accumulating
ISHARES U S ETF TR - U.S.
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$17.9M86,067 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$17.4M196,513 shDOUBLELINE ETF TRUST - MORTGAGE ETF
—Quality
$17.3M355,426 sh- 76.4
Quality
$13.4M40,151 sh - 68.7
Quality
$13.2M52,818 sh - 78.2
Quality
$12.0M33,785 sh - 79.8
Quality
$10.6M26,391 sh BONDBLOXX ETF TRUST - BLOOMBERG TEN YR
—Quality
$9.9M219,983 sh- 79.6
Quality
$9.0M13,491 sh BONDBLOXX ETF TRUST - BLOOMBERG SEVEN
—Quality
$8.1M171,964 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $17.9M | 86,067 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $17.4M | 196,513 |
| DOUBLELINE ETF TRUST - MORTGAGE ETF | — | $17.3M | 355,426 |
| Apple Inc.$AAPL | 76.4 | $13.4M | 40,151 |
| AMAZON COM INC$AMZN | 68.7 | $13.2M | 52,818 |
 Alphabet Inc.$GOOGL | 78.2 | $12.0M | 33,785 |
 MICROSOFT CORP$MSFT | 79.8 | $10.6M | 26,391 |
| BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $9.9M | 219,983 |
 Meta Platforms, Inc.$META | 79.6 | $9.0M | 13,491 |
| BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | — | $8.1M | 171,964 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mattson Financial Services, LLC's 235 positions.
Showing top 10 of 235 holdings.
Sector Allocation
Other
$165.4M
Technology
$98.5M
Financials
$57.6M
Consumer Discretionary
$42.4M
Industrials
$31.6M
Healthcare
$28.9M
Energy
$16.8M
Consumer Staples
$11.8M
Top Holdings — Mattson Financial Services, LLC (Q2 2026)
Top 150 of 235 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $17.9M | 3.7% | +25% | 85.9 |
| 2 | — | SPDR SERIES TRUST - ST STR P500ETF | $17.4M | 3.6% | +7% | — |
| 3 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $17.3M | 3.6% | +8% | — |
| 4 | $AAPL | Apple Inc. | $13.4M | 2.8% | +0% | 76.4 |
| 5 | $AMZN | AMAZON COM INC | $13.2M | 2.8% | -7% | 68.7 |
| 6 | $GOOGL | Alphabet Inc. | $12.0M | 2.5% | -6% | 78.2 |
| 7 | $MSFT | MICROSOFT CORP | $10.6M | 2.2% | -8% | 79.8 |
| 8 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $9.9M | 2.1% | +137% | — |
| 9 | $META | Meta Platforms, Inc. | $9.0M | 1.9% | +3% | 79.6 |
| 10 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $8.1M | 1.7% | +50% | — |
| 11 | — | AMERICAN CENTY ETF TR - US EQT ETF | $7.0M | 1.5% | +15% | — |
| 12 |  $AVGO | Broadcom Inc. | $6.7M | 1.4% | +7% | 84.5 |
| 13 |  $GS | GOLDMAN SACHS GROUP INC | $6.7M | 1.4% | +0% | 73.5 |
| 14 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $6.2M | 1.3% | +34% | — |
| 15 |  $PANW | Palo Alto Networks Inc | $6.1M | 1.3% | -4% | 65.5 |
| 16 |  $MS | MORGAN STANLEY | $6.1M | 1.3% | -4% | 75.8 |
| 17 |  $JPM | JPMORGAN CHASE & CO | $6.1M | 1.3% | +4% | 70.7 |
| 18 |  $UNH | UNITEDHEALTH GROUP INC | $5.3M | 1.1% | -10% | 62.7 |
| 19 |  $CVX | CHEVRON CORP | $5.2M | 1.1% | +3% | 62.8 |
| 20 | — | BONDBLOXX ETF TRUST - BLOO TWEN US ETF | $5.0M | 1.1% | NEW | — |
| 21 |  $LRCX | LAM RESEARCH CORP | $4.8M | 1.0% | +4% | 79.4 |
| 22 |  $V | VISA INC. | $4.8M | 1.0% | +7% | 82.9 |
| 23 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $4.7M | 1.0% | -1% | — |
| 24 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | $4.7M | 1.0% | -22% | — |
| 25 | — | DOUBLELINE ETF TRUST - ASSE BA SECS ETF | $4.5M | 0.9% | -4% | — |
| 26 |  $TGT | TARGET CORP | $4.5M | 0.9% | -12% | 60.7 |
| 27 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.4M | 0.9% | -9% | — |
| 28 | — | ISHARES TR - CORE S&P500 ETF | $4.3M | 0.9% | +1% | — |
| 29 | — | FIRST TR EXCHNG TRADED FD VI - SKYB CRY IND ETF | $4.0M | 0.8% | +3% | — |
| 30 |  $ETN | Eaton Corp plc | $3.9M | 0.8% | +5% | — |
| 31 |  $MDT | Medtronic plc | $3.9M | 0.8% | +3% | 68.7 |
| 32 |  $KO | COCA COLA CO | $3.9M | 0.8% | -2% | 69.5 |
| 33 | — | TIDAL TRUST III - VIST ARTI IN ETF | $3.9M | 0.8% | NEW | — |
| 34 |  $URI | UNITED RENTALS, INC. | $3.9M | 0.8% | +7% | 63.9 |
| 35 |  $WMT | Walmart Inc. | $3.8M | 0.8% | -4% | 60.2 |
| 36 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.6M | 0.8% | -0% | 67.6 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $3.5M | 0.7% | +9% | 69 |
| 38 |  $APH | AMPHENOL CORP /DE/ | $3.5M | 0.7% | +12% | 79.3 |
| 39 | — | INNOVATOR ETFS TRUST - INNOVATOR DEEPW | $3.4M | 0.7% | -14% | — |
| 40 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $3.4M | 0.7% | -21% | — |
| 41 | — | TIDAL TRUST II - ROUNDHILL GENER | $3.4M | 0.7% | -29% | — |
| 42 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $3.4M | 0.7% | +2% | — |
| 43 |  $CRWD | CrowdStrike Holdings, Inc. | $3.2M | 0.7% | NEW | 67.7 |
| 44 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.2M | 0.7% | -4% | — |
| 45 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | $3.1M | 0.7% | -60% | — |
| 46 | — | ISHARES TR - NATIONAL MUN ETF | $3.1M | 0.6% | +52% | — |
| 47 | — | BONDBLOXX ETF TRUST - PRIVA CR CLO ETF | $3.1M | 0.6% | -27% | — |
| 48 |  $PG | PROCTER & GAMBLE Co | $3.1M | 0.6% | +8% | 64.6 |
| 49 | — | SSGA ACTIVE TR - STATE STREET IG | $3.1M | 0.6% | +25% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.0M | 0.6% | -19% | 73.8 |
| 51 |  $DXCM | DEXCOM INC | $3.0M | 0.6% | +15% | 76 |
| 52 |  $SBUX | STARBUCKS CORP | $2.9M | 0.6% | -5% | 58.2 |
| 53 |  $PYPL | PayPal Holdings, Inc. | $2.9M | 0.6% | +14% | 64.1 |
| 54 |  $MCD | MCDONALDS CORP | $2.9M | 0.6% | -2% | 69 |
| 55 |  $COP | CONOCOPHILLIPS | $2.8M | 0.6% | +9% | 70.2 |
| 56 |  $LLY | ELI LILLY & Co | $2.8M | 0.6% | +38% | 87.5 |
| 57 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $2.7M | 0.6% | +2% | — |
| 58 |  $NOW | ServiceNow, Inc. | $2.7M | 0.6% | +35% | 72.9 |
| 59 |  $LOW | LOWES COMPANIES INC | $2.7M | 0.6% | -1% | 60.8 |
| 60 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.6M | 0.6% | +19% | 62.9 |
| 61 |  $PWR | QUANTA SERVICES, INC. | $2.6M | 0.5% | -11% | 72.1 |
| 62 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $2.5M | 0.5% | -11% | — |
| 63 |  $NEE | NEXTERA ENERGY INC | $2.4M | 0.5% | +21% | 64.6 |
| 64 |  $LUV | SOUTHWEST AIRLINES CO | $2.4M | 0.5% | +19% | 55.9 |
| 65 |  $HODL | VanEck Bitcoin ETF | $2.4M | 0.5% | +38% | — |
| 66 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $2.4M | 0.5% | +0% | — |
| 67 |  $CTAS | CINTAS CORP | $2.4M | 0.5% | +20% | 68.7 |
| 68 |  $GOOG | Alphabet Inc. | $2.3M | 0.5% | +14% | 78.2 |
| 69 | — | JANUS DETROIT STR TR - HENDERSON MTG | $2.3M | 0.5% | +8% | — |
| 70 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $2.2M | 0.5% | +0% | — |
| 71 |  $WCN | Waste Connections, Inc. | $2.1M | 0.4% | -10% | 68.2 |
| 72 |  $BSX | BOSTON SCIENTIFIC CORP | $2.1M | 0.4% | +77% | 77.5 |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.4% | +9% | 66.2 |
| 74 |  $EQIX | EQUINIX INC | $2.1M | 0.4% | -0% | 59 |
| 75 |  $EXR | Extra Space Storage Inc. | $2.0M | 0.4% | -9% | 64.3 |
| 76 |  $ROK | ROCKWELL AUTOMATION, INC | $2.0M | 0.4% | -7% | 63.6 |
| 77 |  $ECL | ECOLAB INC. | $2.0M | 0.4% | -15% | 63.3 |
| 78 |  $IVZ | Invesco Ltd. | $2.0M | 0.4% | -3% | — |
| 79 |  $ABT | ABBOTT LABORATORIES | $2.0M | 0.4% | -36% | 65.5 |
| 80 |  $TJX | TJX COMPANIES INC /DE/ | $1.9M | 0.4% | +3% | 68.7 |
| 81 |  $NFLX | NETFLIX INC | $1.9M | 0.4% | -23% | 78.8 |
| 82 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $1.8M | 0.4% | +12% | — |
| 83 |  $BKR | Baker Hughes Co | $1.8M | 0.4% | -12% | 60.7 |
| 84 |  $ISRG | INTUITIVE SURGICAL INC | $1.8M | 0.4% | +26% | 79.9 |
| 85 |  $KEY | KEYCORP /NEW/ | $1.8M | 0.4% | -6% | 70.8 |
| 86 |  $GLDM | World Gold Trust | $1.7M | 0.4% | -3% | — |
| 87 |  $XOM.R34088 | EXXON MOBIL CORP | $1.6M | 0.3% | +0% | 57.9 |
| 88 |  $ASML | ASML HOLDING NV | $1.6M | 0.3% | -14% | — |
| 89 |  $SNPS | SYNOPSYS INC | $1.6M | 0.3% | -3% | 67.9 |
| 90 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.6M | 0.3% | +15% | — |
| 91 |  $EIX | EDISON INTERNATIONAL | $1.5M | 0.3% | +4% | 61.2 |
| 92 |  $TXN | TEXAS INSTRUMENTS INC | $1.5M | 0.3% | -3% | 73.4 |
| 93 |  $MHO | M/I HOMES, INC. | $1.5M | 0.3% | +0% | 47.9 |
| 94 |  $C | CITIGROUP INC | $1.5M | 0.3% | -10% | 65 |
| 95 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.4M | 0.3% | +26% | 58.7 |
| 96 |  $ITW | ILLINOIS TOOL WORKS INC | $1.4M | 0.3% | +5% | 63.6 |
| 97 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.3% | -1% | 70.3 |
| 98 |  $JEF | Jefferies Financial Group Inc. | $1.4M | 0.3% | +2% | 57.5 |
| 99 | — | SPDR SERIES TRUST - ST STR P400MID | $1.4M | 0.3% | +13% | — |
| 100 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $1.3M | 0.3% | +5% | — |
| 101 |  $ABBV | AbbVie Inc. | $1.3M | 0.3% | +3% | 72.6 |
| 102 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.3% | +1% | 67.4 |
| 103 |  $ALL | ALLSTATE CORP | $1.3M | 0.3% | +2% | 78.5 |
| 104 |  $USB | US BANCORP \DE\ | $1.3M | 0.3% | +2% | 65.3 |
| 105 |  $KLAC | KLA CORP | $1.3M | 0.3% | +882% | 78.6 |
| 106 |  $EOG | EOG RESOURCES INC | $1.3M | 0.3% | -1% | 71.9 |
| 107 |  $AMGN | AMGEN INC | $1.2M | 0.3% | +4% | 79.2 |
| 108 |  $AZN | ASTRAZENECA PLC | $1.2M | 0.3% | +3% | — |
| 109 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.3% | +14% | — |
| 110 |  $RTX | RTX Corp | $1.2M | 0.3% | +5% | 73.2 |
| 111 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.3% | +4% | 58.6 |
| 112 |  $KMI | KINDER MORGAN, INC. | $1.2M | 0.3% | +1% | 71.3 |
| 113 |  $HD | HOME DEPOT, INC. | $1.2M | 0.3% | +25% | 60.3 |
| 114 | — | TEMA ETF TRUST - SPACE INNOV ETF | $1.2M | 0.2% | NEW | — |
| 115 |  $KHC | Kraft Heinz Co | $1.2M | 0.2% | +4% | 47 |
| 116 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.1M | 0.2% | +1% | 66.8 |
| 117 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $1.1M | 0.2% | +12% | 43 |
| 118 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $1.1M | 0.2% | +29% | 52.2 |
| 119 |  $SJM | J M SMUCKER Co | $1.1M | 0.2% | +4% | 59.1 |
| 120 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.1M | 0.2% | +51% | — |
| 121 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.1M | 0.2% | NEW | 55.2 |
| 122 |  $LYB | LyondellBasell Industries N.V. | $1.1M | 0.2% | -0% | — |
| 123 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.2% | +7% | 61.8 |
| 124 | — | VANECK ETF TRUST - MORN SMID MO ETF | $926,673 | 0.2% | +5% | — |
| 125 | — | SPDR SERIES TRUST - ST INTER BD ETF | $895,030 | 0.2% | NEW | — |
| 126 | — | PIMCO ETF TR - PREFERRED AND CP | $888,713 | 0.2% | +7% | — |
| 127 | — | SPDR SERIES TRUST - ST INTER ETF | $875,526 | 0.2% | +8% | — |
| 128 | $IVZ | Invesco Ltd. | $843,932 | 0.2% | -35% | — |
| 129 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $842,196 | 0.2% | -35% | — |
| 130 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $835,446 | 0.2% | NEW | — |
| 131 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $834,272 | 0.2% | +49% | — |
| 132 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $805,129 | 0.2% | +8% | — |
| 133 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $792,742 | 0.2% | +8% | 70 |
| 134 |  $FTNT | Fortinet, Inc. | $765,152 | 0.2% | +4% | 80.1 |
| 135 | — | PROSHARES TR - DJ BRKFLD GLB | $692,791 | 0.1% | +2% | — |
| 136 | — | COHEN & STEERS ETF TRUST - NATURAL RES ACTI | $643,286 | 0.1% | -10% | — |
| 137 |  $LPLA | LPL Financial Holdings Inc. | $619,863 | 0.1% | +14% | 72.1 |
| 138 |  $GPN | GLOBAL PAYMENTS INC | $619,290 | 0.1% | +63% | 47 |
| 139 |  $BA | BOEING CO | $595,008 | 0.1% | +0% | 61.6 |
| 140 |  $ULTA | Ulta Beauty, Inc. | $583,730 | 0.1% | +7% | 67.3 |
| 141 |  $SAIA | SAIA INC | $543,918 | 0.1% | +3% | 58.2 |
| 142 | — | ISHARES TR - RUS TP200 GR ETF | $542,967 | 0.1% | +2% | — |
| 143 |  $EXE | EXPAND ENERGY Corp | $542,572 | 0.1% | +13% | 80.8 |
| 144 |  $FIVE | FIVE BELOW, INC | $541,923 | 0.1% | +4% | 69.5 |
| 145 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $505,848 | 0.1% | -28% | — |
| 146 |  $JHX | James Hardie Industries plc | $505,608 | 0.1% | +13% | — |
| 147 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $487,506 | 0.1% | +4% | — |
| 148 |  $HQY | HEALTHEQUITY, INC. | $483,680 | 0.1% | +15% | 71.2 |
| 149 |  $INVH | Invitation Homes Inc. | $456,908 | 0.1% | +12% | 68.9 |
| 150 |  $WFRD | Weatherford International plc | $454,534 | 0.1% | +3% | — |
New Positions (22)
BONDBLOXX ETF TRUST - BLOO TWEN US ETF$5.0M
TIDAL TRUST III - VIST ARTI IN ETF$3.9M
$CRWD CrowdStrike Holdings, Inc.$3.2M TEMA ETF TRUST - SPACE INNOV ETF$1.2M
$TSCO TRACTOR SUPPLY CO /DE/$1.1M SPDR SERIES TRUST - ST INTER BD ETF$895,030
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF$835,446
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF$399,910
$ISBA ISABELLA BANK CORP$347,504 INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$327,200
$OKTA Okta, Inc.$299,174
$CWST CASELLA WASTE SYSTEMS INC$232,191 ETF SER SOLUTIONS - APTUS JAN BUFFER$218,765
$EWBC EAST WEST BANCORP INC$217,279 INNOVATOR ETFS TRUST - INNOVATOR GW 100$213,308
Exited Positions (19)
BONDBLOXX ETF TRUST
ARK ETF TR
$VRTX VERTEX PHARMACEUTICALS INC / MA
$PODD INSULET CORP
$FLEX FLEX LTD.
$QCOM QUALCOMM INC/DE ISHARES TR
$BTCO Invesco Galaxy Bitcoin ETF ISHARES TR
$RJF RAYMOND JAMES FINANCIAL INC
$COO COOPER COMPANIES, INC. INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
$CNR Core Natural Resources, Inc.
$HLT Hilton Worldwide Holdings Inc.Browse Top Institutional Investors
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