Mattern Wealth Management LLC

Institutional manager (13F) · CIK 1802376

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $460M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$72M	1,853,241
2	AMERICAN CENTY ETF TR	$41M	367,705
3	DIMENSIONAL ETF TRUST	$35M	982,304
4	DIMENSIONAL ETF TRUST	$29M	603,374
5	DIMENSIONAL ETF TRUST	$25M	530,248
6	DIMENSIONAL ETF TRUST	$19M	368,296
7	MICROSOFT CORP	$19M	51,115
8	APPLE INC	$18M	71,051
9	INVESCO QQQ TR	$18M	30,863
10	DIMENSIONAL ETF TRUST	$15M	343,727
11	DIMENSIONAL ETF TRUST	$14M	266,202
12	DIMENSIONAL ETF TRUST	$11M	307,219
13	AMERICAN CENTY ETF TR	$10M	205,258
14	JPMORGAN CHASE & CO	$8M	26,112
15	DIMENSIONAL ETF TRUST	$8M	142,932
16	DIMENSIONAL ETF TRUST	$7M	146,480
17	ALPHABET INC	$7M	24,556
18	CATERPILLAR INC	$7M	9,768
19	DIMENSIONAL ETF TRUST	$7M	151,282
20	COSTCO WHOLESALE CORPORATION	$6M	6,205
21	NVIDIA CORPORATION	$6M	33,410
22	AMAZON COM INC	$6M	27,826
23	WALMART INC	$5M	38,103
24	AMERICAN CENTY ETF TR	$5M	113,392
25	VANGUARD INDEX FDS	$4M	12,737
26	FIRST TR EXCHANGE TRADED FD	$4M	56,401
27	EXXON MOBIL CORP	$4M	21,385
28	ISHARES TR	$3M	5,246
29	CHEVRON CORPORATION	$3M	15,660
30	ISHARES TR	$3M	27,280
31	DIMENSIONAL ETF TRUST	$3M	114,599
32	VISA INC	$3M	9,994
33	ANALOG DEVICES INC	$3M	9,150
34	PHILLIPS 66	$3M	15,153
35	SELECT SECTOR SPDR TR	$3M	19,324
36	MCDONALDS CORP	$2M	7,705
37	JOHNSON & JOHNSON	$2M	9,766
38	ELI LILLY & CO	$2M	2,572
39	AMERICAN CENTY ETF TR	$2M	29,141
40	BROADCOM INC	$2M	7,515
41	LOWES COS INC	$2M	9,337
42	BERKSHIRE HATHAWAY INC DEL	$2M	4,303
43	ABBOTT LABORATORIES	$2M	17,746
44	L3HARRIS TECHNOLOGIES INC	$2M	4,879
45	STRYKER CORPORATION	$2M	4,900
46	ISHARES TR	$2M	8,330
47	NEXTERA ENERGY INC	$2M	16,686
48	EMERSON ELEC CO	$1M	10,972
49	ISHARES TR	$1M	6,788
50	AUTOMATIC DATA PROCESSING IN	$1M	6,999

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.