account_balance

Investment manager · 13F filer · SEC CIK 2034595

Mattson Financial Services, LLC

Reported value$478Mas of Jun 30, 2026
Positions235 22 new, 19 sold out
Top 10 weight26.9%NVDA alone is 4%
FiledAug 435 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 3.7% Added +25%
SPYM SPDR Series Trust 3.6% Added +7%
DMBS Doubleline ETF Trust 3.6% Added +8%
AAPL Apple Inc. 2.8% HeldAMZN Amazon.com Inc 2.8% Trimmed −7%GOOG Alphabet Inc. 2.5% Trimmed −6%MSFT Microsoft Corp 2.2% Trimmed −8%
XTEN Bondbloxx ETF Trust 2.1% Added +137%
META Meta Platforms, Inc. 1.9% Added +3%
XSVN Bondbloxx ETF Trust 1.7% Added +50%
AVUS American Centy ETF Tr 1.5% Added +15%
AVGO Broadcom Inc. 1.4% Added +7%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 4, 2026, compared with the May 11, 2026 filing
add_circleNew
  • XTWY $5.01M
  • AIS $3.89M
  • CRWD $3.25M
  • NASA $1.17M
arrow_upwardAdded
  • XTEN +137%
  • BSX +77%
  • MUB +52%
  • JMST +51%
arrow_downwardTrimmed
  • XFIV −60%
  • ABT −36%
  • CHAT −29%
  • PCMM −27%
remove_circleSold out
  • XTRE $4.86M
  • ARKW $3.77M
  • VRTX $1.72M
  • PODD $1.43M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist