DOSSIER · 13F-HR · Q1 2026
Mattern Wealth Management LLC
Mattern Wealth's hedge fund based in San Francisco, CA — $513M in tracked AUM across 158 positions as of Q1 2026.
MW
Mattern Wealth·San Francisco, CA·Hedge Fund
CIK 0001802376 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Mattern Wealth Management LLC
1. Portfolio Overview
Mattern Wealth Management LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 71.5%, rising from $302.99 million to $519.48 million. This substantial growth indicates a likely combination of strong market performance on existing assets and significant net new capital inflows from clients.
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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.
Filing history
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