Mattern Wealth Management LLC — 13F holdings

Mattern Wealth Management LLC reported 183 holdings worth $609M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $84.1M (13.8%)
  2. AVUS AMERICAN CENTY ETF TR — $48.6M (8.0%)
  3. DFIC DIMENSIONAL ETF TRUST — $38.1M (6.2%)
  4. DFSD DIMENSIONAL ETF TRUST — $28.9M (4.7%)
  5. DFNM DIMENSIONAL ETF TRUST — $26.5M (4.4%)
  6. QQQ Invesco Qqq Tr — $25.9M (4.2%)
  7. AAPL APPLE INC — $21.7M (3.6%)
  8. MSFT MICROSOFT CORP — $20.7M (3.4%)
  9. DFGX DIMENSIONAL ETF TRUST — $20.6M (3.4%)
  10. DFEM DIMENSIONAL ETF TRUST — $16.4M (2.7%)