Arkolith/Funds/Mattson Financial Services, LLC

Mattson Financial Services, LLC

CIK 2034595
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Mattson Financial Services, LLC holds a diversified book of 235 stocks worth $477.8M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Bondbloxx BBG 20Y US Tsy ETF and trimmed Amazon.com Inc. Their largest long position is Nvidia Corp at 4% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
22
bought for the first time
Added to
139
already held, bought more
Trimmed
67
sold some, still holds it
Sold out
19
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.8%
+16.0%/yr · since Oct '25
Their reported book
+10.6%
held from quarter-end
S&P 500
+15.9%
same window
$10K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
Mattson Financial Services, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.2 points over this window.

Growth of $10,000 cloning Mattson Financial Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
27%
Top 20 holdings
40%

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

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
21%
Financials
12%
Consumer Discretionary
9%
Industrials
7%
Health Care
6%
Energy
3%
Materials
2%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mattson Financial Services, LLC

Manager / fundShared namesTheir $ in those
Gradient Investments LLC80 / 80$4.6B
Brown Financial Advisors80 / 80$211.5M
Paladin Wealth, LLC80 / 80$136.8M
OSAIC HOLDINGS, INC.78 / 80$14.5B
MORGAN STANLEY77 / 80$522.0B
ENVESTNET ASSET MANAGEMENT INC77 / 80$72.0B
CWM, LLC76 / 80$7.9B
Global Retirement Partners, LLC75 / 80$1.6B

Ranked by how many of Mattson Financial Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

235 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$17.9M86.1K
3.7%
+25%
Added · +17K sh
2SPDR Series Trust
ST STR P500ETF
$17.4M196.5K
3.6%
+7.0%
Added · +13K sh
3Doubleline ETF Trust
MORTGAGE ETF
$17.3M355.4K
3.6%
+8.4%
Added · +27K sh
4Apple Inc
COM
$13.4M40.2K
2.8%
+0.4%
Added · +146 sh
5Amazon Com Inc
COM
$13.2M52.8K
2.8%
−6.8%
Reduced · −4K sh
6Alphabet Inc
CAP STK CL C
$12.0M33.8K
2.5%
−6.5%
Reduced · −2K sh
7Microsoft Corp
COM
$10.6M26.4K
2.2%
−7.7%
Reduced · −2K sh
8Bondbloxx ETF Trust
BLOOMBERG TEN YR
$9.9M220.0K
2.1%
+137%
Added · +127K sh
9Meta Platforms Inc
CL A
$9.0M13.5K
1.9%
+2.6%
Added · +345 sh
10Bondbloxx ETF Trust
BLOOMBERG SEVEN
$8.1M172.0K
1.7%
+50%
Added · +58K sh
11American Centy ETF TR
US EQT ETF
$7.0M54.9K
1.5%
+15%
Added · +7K sh
12Broadcom Inc
COM
$6.7M18.0K
1.4%
+6.8%
Added · +1K sh
13Goldman Sachs Group Inc
COM
$6.7M6.1K
1.4%
Held
14Ishares U S ETF TR
U.S. TECH INDEPD
$6.2M60.1K
1.3%
+34%
Added · +15K sh
15Palo Alto Networks Inc
COM
$6.1M17.3K
1.3%
−3.5%
Reduced · −635 sh
16Morgan Stanley
COM NEW
$6.1M27.9K
1.3%
−4.5%
Reduced · −1K sh
17JPMorgan Chase & Co
COM
$6.1M17.7K
1.3%
+4.4%
Added · +743 sh
18Unitedhealth Group Inc
COM
$5.3M12.6K
1.1%
−9.8%
Reduced · −1K sh
19Chevron Corporation
COM
$5.2M28.1K
1.1%
+2.7%
Added · +732 sh
20Bondbloxx ETF Trust
BLOO TWEN US ETF
$5.0M137.9K
1.0%
New
New position
21Lam Research Corp
COM NEW
$4.8M15.1K
1.0%
+3.8%
Added · +554 sh
22Visa Inc
COM CL A
$4.8M13.1K
1.0%
+7.1%
Added · +864 sh
23Amplify ETF TR
BLOCK TECHN ETF
$4.7M79.6K
1.0%
−0.6%
Reduced · −443 sh
24Bondbloxx ETF Trust
BBB RATED 1 5 YE
$4.7M92.3K
1.0%
−22%
Reduced · −26K sh
25Doubleline ETF Trust
ASSE BA SECS ETF
$4.5M89.9K
1.0%
−3.9%
Reduced · −4K sh
26Target Corp
COM
$4.5M32.2K
0.9%
−12%
Reduced · −4K sh
27Janus Detroit STR TR
HENDRSON AAA CL
$4.4M87.7K
0.9%
−9.2%
Reduced · −9K sh
28Ishares TR
CORE S&P500 ETF
$4.3M5.7K
0.9%
+1.1%
Added · +62 sh
29First TR Exchng Traded FD VI
SKYB CRY IND ETF
$4.0M338.7K
0.8%
+2.7%
Added · +9K sh
30Eaton Corp PLC
SHS
$3.9M9.9K
0.8%
+5.4%
Added · +514 sh
31Medtronic PLC
SHS
$3.9M47.1K
0.8%
+2.5%
Added · +1K sh
32Coca Cola Co
COM
$3.9M46.0K
0.8%
−1.7%
Reduced · −776 sh
33Tidal Trust III
VIST ARTI IN ETF
$3.9M57.8K
0.8%
New
New position
34United Rentals Inc
COM
$3.9M3.6K
0.8%
+6.9%
Added · +233 sh
35Walmart Inc
COM
$3.8M33.1K
0.8%
−3.7%
Reduced · −1K sh
36Bank Of Amer Corp
COM
$3.6M57.9K
0.7%
−0.1%
Reduced · −70 sh
37Johnson & Johnson
COM
$3.5M14.2K
0.7%
+8.8%
Added · +1K sh
38Amphenol Corp
CL A
$3.5M22.8K
0.7%
+12%
Added · +2K sh
39Innovator Etfs Trust
INNOVATOR DEEPW
$3.4M38.3K
0.7%
−14%
Reduced · −6K sh
40ETF Ser Solutions
DEFIA QUANT ETF
$3.4M24.0K
0.7%
−21%
Reduced · −6K sh
41Tidal Trust II
ROUNDHILL GENER
$3.4M40.6K
0.7%
−29%
Reduced · −17K sh
42American Centy ETF TR
INTL EQT ETF
$3.4M37.6K
0.7%
+2.1%
Added · +768 sh
43Crowdstrike Hldgs Inc
CL A
$3.2M15.9K
0.7%
New
New position
44SPDR Index SHS FDS
ST STR PO EX ETF
$3.2M64.3K
0.7%
−4.3%
Reduced · −3K sh
45Bondbloxx ETF Trust
BLOOMBERG FVE YR
$3.1M64.2K
0.7%
−60%
Reduced · −95K sh
46Ishares TR
NATIONAL MUN ETF
$3.1M28.9K
0.6%
+52%
Added · +10K sh
47Bondbloxx ETF Trust
PRIVA CR CLO ETF
$3.1M62.0K
0.6%
−27%
Reduced · −24K sh
48Procter & Gamble Co
COM
$3.1M20.2K
0.6%
+7.8%
Added · +1K sh
49Ssga Active TR
STATE STREET IG
$3.1M122.5K
0.6%
+25%
Added · +24K sh
50Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.1K
0.6%
−19%
Reduced · −1K sh
Showing 50 of 235 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026235$477.8M13F-HR
Q1 2026Mar 31, 2026May 11, 2026232$418.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026181$428.2M13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025186$418.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.