Mattern Wealth Management LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $469 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.8M, American Centy ETF Tr Avantis with a value of $39.7M, Dimensional ETF Tr Dimensional with a value of $32.3M, Dimensional ETF Tr Short Durat with a value of $28.7M, and Microsoft Corp with a value of $25.8M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $456M to 469M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$469 Million
ETFs: $308 Million
Technology: $59.7 Million
Financial Services: $18.4 Million
Industrials: $16.7 Million
Consumer Defensive: $14.5 Million
Healthcare: $12.3 Million
Consumer Cyclical: $11.8 Million
Energy: $10.6 Million
Other: $15 Million
Stock Holdings Table Market Cap. of $200 Billions or more
