Mattson Financial Services, LLC
All 13F Filings
- Location
- Kentwood, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 477,760
- Description
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- Website
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- 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 | 8/4/2026 | 235 | 477,760 | 13F-HR | Mattson Financial Services, LLC |
| 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 | 325 K | 68.0% | 38.15 K | 0 | 38.15 K |
| ETFs | 152.8 K | 32.0% | 25.04 K | 0 | 25.04 K |
| Debt | 0 | 0.0% | 0 | 4.205 K | -4.205 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
477,760
Holdings
235
QoQ value change ($000)
58,981
(14.1%)
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.