Mattson Financial Services, LLC - Portfolio overview

Mattson Financial Services, LLC has 264 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DMBS - DOUBLELINE ETF TRUST, 3.47%
2. SPLG - SPDR SERIES TRUST, 3.07%
3. SPYM - SPDR SERIES TRUST, 3.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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