Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mattson Financial Services, LLC (CIK 2034595) reported $418.8M across 231 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DMBS ($16.2M, 3.87%), SPLG ($14.1M, 3.36%), NVDA ($12.0M, 2.88%), AMZN ($11.8M, 2.82%), MSFT ($10.6M, 2.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DMBS | DOUBLELINE ETF TRUST | $16.2M | 3.87% | 327,954 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $14.1M | 3.36% | 183,725 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $12.0M | 2.88% | 69,086 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $11.8M | 2.82% | 56,667 | Added |
| 5 | MSFT | MICROSOFT CORP | $10.6M | 2.53% | 28,578 | Added |
| 6 | GOOG | ALPHABET INC | $10.4M | 2.47% | 36,118 | Trimmed |
| 7 | AAPL | APPLE INC | $10.2M | 2.42% | 40,005 | Trimmed |
| 8 | XFIV | BONDBLOXX ETF TRUST | $7.8M | 1.87% | 159,485 | Added |
| 9 | META | META PLATFORMS INC | $7.5M | 1.80% | 13,146 | Trimmed |
| 10 | BBBS | BONDBLOXX ETF TRUST | $6.1M | 1.44% | 118,316 | Added |
| 11 | CVX | CHEVRON CORPORATION | $5.7M | 1.35% | 27,399 | Trimmed |
| 12 | XSVN | BONDBLOXX ETF TRUST | $5.5M | 1.30% | 114,439 | Added |
| 13 | AVUS | AMERICAN CENTY ETF TR | $5.3M | 1.27% | 47,882 | Added |
| 14 | AVGO | BROADCOM INC | $5.2M | 1.25% | 16,863 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP INC | $5.2M | 1.23% | 6,094 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $5.0M | 1.19% | 16,915 | Trimmed |
| 17 | JAAA | JANUS DETROIT STR TR | $4.9M | 1.16% | 96,493 | Added |
| 18 | XTRE | BONDBLOXX ETF TRUST | $4.9M | 1.16% | 98,201 | Added |
| 19 | MS | MORGAN STANLEY | $4.8M | 1.15% | 29,166 | Trimmed |
| 20 | DABS | DOUBLELINE ETF TRUST | $4.7M | 1.13% | 93,481 | Added |
| 21 | TGT | TARGET CORP | $4.4M | 1.06% | 36,570 | Trimmed |
| 22 | WMT | WALMART INC | $4.3M | 1.02% | 34,340 | Trimmed |
| 23 | XTEN | BONDBLOXX ETF TRUST | $4.3M | 1.02% | 92,841 | Added |
| 24 | PCMM | BONDBLOXX ETF TRUST | $4.2M | 1.00% | 85,529 | Added |
| 25 | MDT | MEDTRONIC PLC | $4.0M | 0.95% | 45,928 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31