Mattern Wealth Management LLC

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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