Mattson Financial Services, LLC: 13F holdings

CIK 20345952026Q2

Positions235
Reported value$477.8m
Filed2026-08-04

Change since last quarter

Positions235 (+3 vs prior quarter)
Reported value$477.8m (+14.1%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION86,067$17.9m3.7%
SPYM SPDR SERIES TRUST196,513$17.4m3.6%
DMBS DOUBLELINE ETF TRUST355,426$17.3m3.6%
AAPL APPLE INC40,151$13.4m2.8%
AMZN AMAZON COM INC52,818$13.2m2.8%
GOOG ALPHABET INC33,785$12.0m2.5%
MSFT MICROSOFT CORP26,391$10.6m2.2%
XTEN BONDBLOXX ETF TRUST219,983$9.9m2.1%
META META PLATFORMS INC13,491$9.0m1.9%
BONDBLOXX ETF TRUST171,964$8.1m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2034595")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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