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Filers›Hedge Fund›MATHER GROUP, LLC.
DOSSIER · 13F-HR · Q1 2026

MATHER GROUP, LLC.

MATHER's hedge fund based in Stamford, CT — $10.0B in tracked AUM across 1,905 positions as of Q1 2026.

M
MATHER·Stamford, CT·Hedge Fund
CIK 0001527641 · last filed Mar 31, 2026
Total AUM
$10.0B
▼ 17.7%
vs prior
Holdings
1,905
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Analysis: Mather Group, LLC
Portfolio Overview

Mather Group, LLC has reported a substantial expansion in its investment portfolio, with total assets under management (AUM) growing by 223.6% from $3.00 billion to $9.71 billion in the quarter ending December 31, 2025. This dramatic increase suggests significant capital inflows, institutional mandates, or a major restructuring event. The portfolio is highly diversified, holding 646 distinct positions, yet it...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$1.3B43.5M12.6%
02
SCHV
SCHWAB STRATEGIC TR
$1.1B35.3M10.8%
03
VGK
VANGUARD INTL EQUITY INDEX F
$721M8.8M7.2%
04
VPL
VANGUARD INTL EQUITY INDEX F
$579M5.9M5.8%
05
DFAE
DIMENSIONAL ETF TRUST
$409M12.1M4.1%
06
VMBS
VANGUARD SCOTTSDALE FDS
$343M7.3M3.4%
07
SPTI
SPDR SERIES TRUST
$341M11.9M3.4%
08
BIV
VANGUARD BD INDEX FDS
$286M3.7M2.8%
09
DFSV
DIMENSIONAL ETF TRUST
$230M6.6M2.3%
10
VTV
VANGUARD INDEX FDS
$227M1.2M2.3%

Filing history

Filing history loading…
AI Agent · grounded in MATHER
haiku-4-5 · 1,905 positions indexed
Sector mix
  • Financials36%
  • Cons. Disc.6%
  • Communications21%
  • Industrials6%
  • Energy17%
  • Other14%
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