Mattern Wealth Management LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $439 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $65M, American Centy ETF Tr Avantis with a value of $35.1M, Dimensional ETF Tr Dimensional with a value of $28M, Microsoft Corp with a value of $27.7M, and Dimensional ETF Tr Short Durat with a value of $26.6M.
Examining the 13F form we can see an increase of $21M in the current position value, from $418M to 439M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$439 Million
ETFs: $284 Million
Technology: $56.5 Million
Financial Services: $19.3 Million
Consumer Defensive: $16.2 Million
Industrials: $16 Million
Healthcare: $11.6 Million
Consumer Cyclical: $11.5 Million
Energy: $9.85 Million
Other: $12.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
