Mattern Wealth Management LLC
Mattern Wealth Management LLC reported 183 positions worth $609.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DFAC (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $84.1M | 13.80% | 1,895,431 | — | — | |
| ▸ 2 | AVUS | SH | $48.6M | 7.98% | 379,466 | — | — | |
| ▸ 3 | DFIC | SH | $38.1M | 6.25% | 1,021,560 | — | — | |
| ▸ 4 | DFSD | SH | $28.9M | 4.74% | 604,523 | — | — | |
| ▸ 5 | DFNM | SH | $26.5M | 4.35% | 548,877 | — | — | |
| ▸ 6 | QQQ | SH | $25.9M | 4.25% | 35,150 | — | — | |
| ▸ 7 | AAPL | SH | $21.7M | 3.55% | 74,854 | — | — | |
| ▸ 8 | MSFT | SH | $20.7M | 3.40% | 55,467 | — | — | |
| ▸ 9 | DFGX | SH | $20.6M | 3.38% | 384,379 | — | — | |
| ▸ 10 | DFEM | SH | $16.4M | 2.70% | 404,466 | — | — |
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Frequently Asked Questions
What stocks does Mattern Wealth Management LLC hold as of Q2 2026?
Mattern Wealth Management LLC reported 183 positions worth $609.3M in its Q2 2026 13F filing. Largest positions: DFAC (13.8%), AVUS (8.0%), DFIC (6.2%), DFSD (4.7%) and DFNM (4.4%).
What did Mattern Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mattern Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.