Mattern Wealth Management LLC
All 13F Filings
- Location
- Lawrence, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 609,336
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 183 | 609,336 | 13F-HR | Mattern Wealth Management LLC |
| Q1 2026 | 4/23/2026 | 158 | 512,876 | 13F-HR | Mattern Wealth Management LLC |
| Q4 2025 | 1/16/2026 | 156 | 519,484 | 13F-HR | Mattern Wealth Management LLC |
| Q3 2025 | 10/20/2025 | 156 | 500,915 | 13F-HR | Mattern Wealth Management LLC |
| Q2 2025 | 7/17/2025 | 161 | 480,487 | 13F-HR | Mattern Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.1 K | 31.0% | 31.36 K | 0 | 31.36 K |
| ETFs | 420.3 K | 69.0% | 65.11 K | 0 | 65.11 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
609,336
Holdings
183
QoQ value change ($000)
96,460
(18.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.