Institutions / Mattern Wealth Management LLC
Mattern Wealth Management LLC
CIK 1802376 · Institution · as of Dec 31, 2025
Portfolio value
$519.48M
Positions
156
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 156 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $72.58M | 14.0% |
| American Centy ETF Tr | $40.68M | 7.8% |
| Dimensional ETF Trust | $33.39M | 6.4% |
| Dimensional ETF Trust | $28.55M | 5.5% |
| Dimensional ETF Trust | $25.58M | 4.9% |
| Microsoft Corp | $24.55M | 4.7% |
| Apple Inc. | $19.62M | 3.8% |
| Invesco Qqq Tr | $19.12M | 3.7% |
| Dimensional ETF Trust | $18.42M | 3.5% |
| Dimensional ETF Trust | $14.39M | 2.8% |
| Dimensional ETF Trust | $13.44M | 2.6% |
| Dimensional ETF Trust | $9.69M | 1.9% |
| American Centy ETF Tr | $9.13M | 1.8% |
| JPMorgan Chase & Co | $8.29M | 1.6% |
| Dimensional ETF Trust | $7.90M | 1.5% |
| Alphabet Inc. | $7.72M | 1.5% |
| Dimensional ETF Trust | $7.05M | 1.4% |
| Dimensional ETF Trust | $7.04M | 1.4% |
| Amazon.com Inc | $6.46M | 1.2% |
| NVIDIA Corp | $6.25M | 1.2% |
| Caterpillar Inc | $5.62M | 1.1% |
| Costco Wholesale Corp /New | $5.24M | 1.0% |
| American Centy ETF Tr | $4.81M | 0.9% |
| Walmart Inc. | $4.31M | 0.8% |
| Vanguard Index Fds | $4.27M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.