Mattern Wealth Management LLC - Portfolio overview

Mattern Wealth Management LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.98%
2. AVUS - AMERICAN CENTY ETF TR, 7.94%
3. DFIC - DIMENSIONAL ETF TRUST, 6.78%

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

Explore securities or join Upside Invest to compare portfolios.