StockDriftsStockDriftsTop 50 Mattson Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.74% | 86.1K | $17.9M | +24.58%(+16.98K) | $126.43(+74.37%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.63% | 196.5K | $17.4M | +6.96%(+12.79K) | $68.87(+32.20%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 3.62% | 355.4K | $17.3M | +8.38%(+27.47K) | $48.90(-1.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.8% | 40.2K | $13.4M | +0.36%(+146) | $198.03(+54.86%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.76% | 52.8K | $13.2M | -6.79%(-3.85K) | $192.15(+43.09%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.5% | 33.8K | $12.0M | -6.46%(-2.33K) | $171.18(+104.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.22% | 26.4K | $10.6M | -7.65%(-2.19K) | $427.70(+17.55%) | 2026-06-30 | |
| XTEN | BONDBLOXX ETF TRUST | 2.07% | 220.0K | $9.9M | +136.95%(+127.14K) | $45.82(-3.36%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.88% | 13.5K | $9.0M | +2.62%(+345) | $547.86(+8.93%) | 2026-06-30 | |
| XSVN | BONDBLOXX ETF TRUST | 1.69% | 172.0K | $8.1M | +50.27%(+57.52K) | $47.38(-1.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.49% |
Mattson Financial Services, LLC reports $477.76M in US-listed equity holdings across 235 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.7%), SPYM (3.6%) and DMBS (3.6%). The top 20 holdings account for 39.55% of reported assets. Its disclosed equity book has returned +23.93% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mattson Financial Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034595). View Mattson Financial Services, LLC’s 13F filings on SEC