Mattson Financial Services, LLC
•CIK: 2034595•Filing: Q4 2025
**Mattson Financial Services, LLC** manages $428M across a diversified portfolio of 181 positions. The strategy exhibits a clear tilt toward large-cap technology and growth names, evidenced by top holdings including SPYM at $16.0M and DMBS at $14.8M. Significant allocations are maintained in mega-cap tech leaders such as NVDA ($13.5M), AMZN ($12.8M), and MSFT ($12.8M). This concentrated exposure suggests a conviction in high-growth, market-leading technology sectors.
Total AUM
$428.2M
QoQ Performance
+2.4%
Positions
146
Top 10 Concentration
26.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM3.7%
DMBS3.5%
NVDA3.2%
AMZN3.0%
MSFT3.0%
GOOG2.9%
AAPL2.6%
META2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.7%
Technology16.9%
Consumer6.9%
Financial6.0%
Healthcare4.7%
Energy1.3%
Consumer Staples1.3%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+16 more exited positions
Changes from Q3 2025
NEW16 new positions
↑92 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024