Mattson Financial Services, LLC Portfolio Holdings

Mattson Financial Services, LLC

  • $418 Billion
  • Q3 2025

Mattson Financial Services, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Billion distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.3B, Nvidia Corp with a value of $14.3B, Microsoft Corp with a value of $13.5B, Doubleline ETF Trust with a value of $12.9B, and Amazon Com Inc with a value of $12B.

Examining the 13F form we can see an increase of $47.4B in the current position value, from $371B to 418B.

Mattson Financial Services, LLC is based out at Kentwood, MI

Below you can find more details about Mattson Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Billion
ETFs: $75.1 Billion
Technology: $63 Billion
Financial Services: $38.6 Billion
Healthcare: $29.7 Billion
Communication Services: $26.7 Billion
Consumer Cyclical: $25.1 Billion
Industrials: $23.3 Billion
Consumer Defensive: $18.6 Billion
Other: $30.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $418 Billion
  • Prior Value $371 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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