Mattson Financial Services, LLC
All 13F Filings
- Location
- Kentwood, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 418,779
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 232 | 418,779 | 13F-HR | Mattson Financial Services, LLC |
| Q4 2025 | 2/12/2026 | 181 | 428,214 | 13F-HR | Mattson Financial Services, LLC |
| Q3 2025 | 10/17/2025 | 186 | 418,176 | 13F-HR | Mattson Financial Services, LLC |
| Q2 2025 | 7/29/2025 | 164 | 370,819 | 13F-HR | Mattson Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 286.8 K | 68.5% | 0 | 103.5 K | -103.5 K |
| ETFs | 127.8 K | 30.5% | 93.72 K | 0 | 93.72 K |
| Debt | 4.205 K | 1.0% | 378 | 0 | 378 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
418,779
Holdings
232
QoQ value change ($000)
-9,435
(-2.2%)
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.