Arkolith/Funds/Mather Group, LLC.

Mather Group, LLC.

CIK 1527641
Holdings as of Mar 31, 2026·disclosed Apr 13, 2026·~13-day 13F lag·One quarter behind·13F-HR
Inactive

Mather Group, LLC. holds a focused book of 1885 reported positions worth $10.0B as of Q1 2026 (disclosed Apr 13, 2026, a ~13-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Simplify US Eq Plus MGD Fut and trimmed Vanguard Ftse Pacific ETF. Their largest long position is Schwab US Large-Cap Growth at 13% of the reported non-option book. They also disclosed $828K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2013 would be +150% (+7.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1258
bought for the first time
+1255 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
4
exited the position entirely
+1 more · largest first, by prior value
  • MSP Recovery Inc

Growth of $10,000: cloning the disclosed book

If you'd copied them
+150.2%
+7.4%/yr · since Oct '13
Their reported book
+153.1%
held from quarter-end
S&P 500
+436.8%
same window
$10K$21K$32K$43K$54KOct '13May '16Dec '18Jul '21Mar '24Sep '26
Mather Group, LLC. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +153.1%, a 2.9-point gap that is the cost of the ~13-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Mather Group, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
55%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

10% mapped to company sectors

ETFs / funds
66%
No sector on file yet
24%
Information Technology
3%
Financials
1%
Consumer Discretionary
1%
Materials
1%
Industrials
1%
Health Care
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Mather Group, LLC.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd19 / 80$1.0B
Avalon Advisory Group9 / 80$250.3M
Hoffman, Alan N Investment Management8 / 80$154.1M
CBIZ Investment Advisory Services, LLC41 / 80$2.4B
Constellation Investments, Inc.10 / 80$2.7B
Fortune 45 LLC14 / 80$194.7M

Ranked by the share of each fund's own book sitting in the names it shares with Mather Group, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

1,885 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP GR ETF
$1.3B43.53M
12.7%
+4.1%
Added · +1.7M sh
2Schwab Strategic TR
US LCAP VA ETF
$1.1B35.34M
10.8%
+0.6%
Added · +213K sh
3Vanguard Intl Equity Index F
FTSE EUROPE ETF
$721.3M8.75M
7.2%
+0.6%
Added · +55K sh
4Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$578.7M5.92M
5.8%
−1.1%
Reduced · −66K sh
5Dimensional ETF Trust
EMGR CRE EQT MNG
$409.3M12.09M
4.1%
−0.6%
Reduced · −79K sh
6Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$343.5M7.32M
3.4%
+4.1%
Added · +291K sh
7SPDR Series Trust
STATE STREET SPD
$340.9M11.90M
3.4%
+5.1%
Added · +578K sh
8Vanguard BD Index FDS
INTERMED TERM
$285.6M3.70M
2.8%
+5.0%
Added · +175K sh
9Dimensional ETF Trust
US SMALL CAP VAL
$230.1M6.57M
2.3%
−0.7%
Reduced · −48K sh
10Vanguard Index FDS
VALUE ETF
$226.8M1.16M
2.3%
−0.9%
Reduced · −10K sh
11Dimensional ETF Trust
INTL SMALL CAP V
$226.5M5.74M
2.3%
−2.2%
Reduced · −128K sh
12Vanguard Scottsdale FDS
SHRT TRM CORP BD
$224.7M2.83M
2.2%
+5.3%
Added · +143K sh
13SPDR Series Trust
STATE STREET SPD
$216.3M8.23M
2.2%
+5.7%
Added · +446K sh
14Vanguard Index FDS
GROWTH ETF
$213.8M489.4K
2.1%
+0.3%
Added · +2K sh
15Fidelity Merrimack STR TR
TOTAL BD ETF
$198.2M4.34M
2.0%
+4.4%
Added · +183K sh
16Vanguard Index FDS
SML CP GRW ETF
$182.5M603.9K
1.8%
+0.1%
Added · +568 sh
17Vanguard Index FDS
SM CP VAL ETF
$136.8M629.5K
1.4%
−0.9%
Reduced · −5K sh
18Ishares TR
CORE INTL AGGR
$130.8M2.61M
1.3%
+6.4%
Added · +156K sh
19Vanguard Index FDS
TOTAL STK MKT
$100.3M312.7K
1.0%
−1.0%
Reduced · −3K sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$94.6M1.75M
0.9%
−1.0%
Reduced · −18K sh
21Vanguard Scottsdale FDS
INT-TERM CORP
$82.7M999.9K
0.8%
+5.0%
Added · +48K sh
22Ishares TR
CORE MSCI EURO
$69.8M992.6K
0.7%
−1.4%
Reduced · −14K sh
23Schwab Strategic TR
EMRG MKTEQ ETF
$68.6M2.08M
0.7%
−0.7%
Reduced · −15K sh
24Vanguard Whitehall FDS
EM MK GOV BD ETF
$64.2M977.8K
0.6%
+4.5%
Added · +42K sh
25Ishares TR
CORE US AGGBD ET
$61.6M620.6K
0.6%
+5.8%
Added · +34K sh
26Vanguard Intl Equity Index F
ALLWRLD EX US
$54.3M722.6K
0.5%
−2.7%
Reduced · −20K sh
27Apple Inc
COM
$51.7M203.8K
0.5%
+6.4%
Added · +12K sh
28Schwab Strategic TR
INTL SCEQT ETF
$51.4M1.10M
0.5%
−0.4%
Reduced · −4K sh
29Ishares TR
CORE MSCI PAC
$50.4M658.5K
0.5%
+0.4%
Added · +3K sh
30Ishares TR
CORE S&P500 ETF
$50.4M77.1K
0.5%
+7.6%
Added · +5K sh
31Dimensional ETF Trust
INTL SMALL CAP E
$50.0M1.49M
0.5%
−5.0%
Reduced · −78K sh
32Vanguard Mun BD FDS
TAX EXEMPT BD
$49.5M992.6K
0.5%
+5.3%
Added · +50K sh
33Procter & Gamble Co
COM
$46.2M319.9K
0.5%
+14%
Added · +40K sh
34Dimensional ETF Trust
INTL CORE EQT MK
$45.0M1.15M
0.4%
+7.2%
Added · +78K sh
35Dimensional ETF Trust
US LARGE CAP VAL
$44.5M1.24M
0.4%
+5.5%
Added · +65K sh
36Vanguard Index FDS
S&P 500 ETF SHS
$40.8M68.4K
0.4%
+2.8%
Added · +2K sh
37Nvidia Corporation
COM
$39.9M228.8K
0.4%
+9.7%
Added · +20K sh
38Microsoft Corp
COM
$33.3M90.0K
0.3%
−1.9%
Reduced · −2K sh
39Exxon Mobil Corp
COM
$33.1M195.0K
0.3%
+114%
Added · +104K sh
40Vanguard World FD
ESG US STK ETF
$32.6M290.4K
0.3%
+2.0%
Added · +6K sh
41Vanguard Scottsdale FDS
INTER TERM TREAS
$31.0M520.4K
0.3%
+6.9%
Added · +34K sh
42Ishares TR
GLOBAL 100 ETF
$30.6M252.8K
0.3%
+0.5%
Added · +1K sh
43Vanguard Index FDS
EXTEND MKT ETF
$29.6M144.1K
0.3%
−0.1%
Reduced · −124 sh
44Vanguard Intl Equity Index F
TT WRLD ST ETF
$28.7M207.2K
0.3%
+0.4%
Added · +890 sh
45Dimensional ETF Trust
US CORE EQUITY 2
$27.9M718.1K
0.3%
−1.1%
Reduced · −8K sh
46Ishares TR
7-10 YR TRSY BD
$25.4M265.9K
0.3%
−3.1%
Reduced · −9K sh
47J P Morgan Exchange Traded F
MUNICIPAL ETF
$23.8M475.3K
0.2%
+4.5%
Added · +21K sh
48Dimensional ETF Trust
US MKTWIDE VALUE
$23.2M478.0K
0.2%
−1.1%
Reduced · −5K sh
49Ishares TR
SHRT NAT MUN ETF
$21.1M197.7K
0.2%
+1.9%
Added · +4K sh
50Ishares TR
ESG AW MSCI EAFE
$20.7M216.9K
0.2%
+1.4%
Added · +3K sh
Showing 50 of 1,885 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$828K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishAXON ENTERPRISE INCAXON$343K2K
PUT · bearishMICROSOFT CORPMSFT$161K2K
PUT · bearishNVIDIA CORPNVDA$125K8K
PUT · bearishEXXONMOBIL HOLDINGS CORPXOM$70K17K
PUT · bearishALPHABET INC-CL AGOOGL$56K2K
PUT · bearishMOTOROLA SOLUTIONS INCMSI$22K800
PUT · bearishJOHNSON CONTROLS INTERNATIONJCI$22K7K
PUT · bearishWABTEC CORPWAB$17K6K
PUT · bearishAPPLE INCAAPL$11K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$10.0B · Q1 2026Q2 2020 · $2.2BQ1 2026 · $10.0B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026Apr 13, 202613d1,905$10.0B13F-HR
Q4 2025Dec 31, 2025Jan 13, 202613d646$9.7B13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d1,715$9.9B13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d611$9.4B13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d1,795$8.7B13F-HR
Q4 2024Dec 31, 2024Jan 27, 202527d1,745$7.7B13F-HR
Q3 2024Sep 30, 2024Oct 7, 20247d1,707$7.8B13F-HR
Q2 2024Jun 30, 2024Jul 9, 20249d2,206$8.1B13F-HR
Q1 2024Mar 31, 2024Apr 9, 20249d1,749$6.3B13F-HR
Q4 2023Dec 31, 2023Feb 5, 202436d555$6.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d530$5.6B13F-HR
Q2 2023Jun 30, 2023Aug 8, 202339d620$6.3B13F-HR
Q1 2023Mar 31, 2023May 9, 202339d510$5.6B13F-HR
Q4 2022Dec 31, 2022Mar 10, 202369d476$5.2B13F-HR
Q3 2022Sep 30, 2022Nov 15, 202246d523$4.6B13F-HR
Q2 2022Jun 30, 2022Aug 16, 202247d373$4.4B13F-HR
Q1 2022Mar 31, 2022May 13, 202243d443$5.1B13F-HR
Q4 2021Dec 31, 2021Feb 15, 202246d389$5.1B13F-HR
Q3 2021Sep 30, 2021Nov 4, 202135d284$4.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202144d284$4.0B13F-HR
Q1 2021Mar 31, 2021May 14, 202144d269$3.5B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202143d248$3.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202044d245$2.5B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202045d214$2.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.