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 $477.8M across 235 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($17.9M, 3.74%), SPLG ($17.4M, 3.63%), DMBS ($17.3M, 3.62%), AAPL ($13.4M, 2.80%), AMZN ($13.2M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $17.9M | 3.74% | 86,067 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $17.4M | 3.63% | 196,513 | Added |
| 3 | DMBS | DOUBLELINE ETF TRUST | $17.3M | 3.62% | 355,426 | Added |
| 4 | AAPL | APPLE INC | $13.4M | 2.80% | 40,151 | Added |
| 5 | AMZN | AMAZON COM INC | $13.2M | 2.76% | 52,818 | Trimmed |
| 6 | GOOG | ALPHABET INC | $12.0M | 2.50% | 33,785 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $10.6M | 2.22% | 26,391 | Trimmed |
| 8 | XTEN | BONDBLOXX ETF TRUST | $9.9M | 2.07% | 219,983 | Added |
| 9 | META | META PLATFORMS INC | $9.0M | 1.88% | 13,491 | Added |
| 10 | XSVN | BONDBLOXX ETF TRUST | $8.1M | 1.69% | 171,964 | Added |
| 11 | AVUS | AMERICAN CENTY ETF TR | $7.0M | 1.47% | 54,927 | Added |
| 12 | AVGO | BROADCOM INC | $6.7M | 1.41% | 18,010 | Added |
| 13 | GS | GOLDMAN SACHS GROUP INC | $6.7M | 1.40% | 6,094 | Hold |
| 14 | IETC | ISHARES U S ETF TR | $6.2M | 1.29% | 60,068 | Added |
| 15 | PANW | PALO ALTO NETWORKS INC | $6.1M | 1.28% | 17,282 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $6.1M | 1.27% | 17,658 | Added |
| 17 | MS | MORGAN STANLEY | $6.1M | 1.27% | 27,861 | Trimmed |
| 18 | UNH | UNITEDHEALTH GROUP INC | $5.3M | 1.12% | 12,583 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $5.2M | 1.08% | 28,131 | Added |
| 20 | XTWY | BONDBLOXX ETF TRUST | $5.0M | 1.05% | 137,868 | New |
| 21 | LRCX | LAM RESEARCH CORP | $4.8M | 1.01% | 15,073 | Added |
| 22 | V | VISA INC | $4.8M | 1.00% | 13,080 | Added |
| 23 | BLOK | AMPLIFY ETF TR | $4.7M | 0.99% | 79,643 | Trimmed |
| 24 | BBBS | BONDBLOXX ETF TRUST | $4.7M | 0.98% | 92,345 | Trimmed |
| 25 | DABS | DOUBLELINE ETF TRUST | $4.5M | 0.95% | 89,871 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30