Mattson Financial Services, LLC
Mattson Financial Services, LLC is an independent, SEC-registered investment adviser headquartered in Kentwood, Michigan. Founded in 2002, the firm manages investment portfolios and offers financial planning for individuals, primarily serving retail investors and some high net worth individuals. As of early 2025, they employ about 6 to 8 professionals, focusing exclusively on investment advisory and portfolio management for U.S.-based clients.
Investment Strategy
Mattson Financial Services, LLC provides discretionary portfolio management services focused on tailored investment solutions for individuals and families. The firm constructs diversified portfolios primarily comprised of U.S. equities and ETFs, with significant allocations to large-cap technology and growth stocks, based on a long-term approach. They emphasize individualized strategies according to client risk tolerance, time horizon, and financial objectives, serving both non-high net worth and high net worth individuals.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 3.43% | $14.3M | 182,977 | $68.15 | $78.34 | +$3.9M |
N NVDA | NVIDIA CORPORATION | 3.41% | $14.3M | 76,406 | $122.13 | $186.58 | +$2.2M |
M MSFT | MICROSOFT CORP | 3.22% | $13.5M | 26,033 | $438.87 | $517.95 | +$710.4K |
D DMBS | DOUBLELINE ETF TRUST | 3.09% | $12.9M | 260,336 | $48.45 | $49.68 | +$2.6M |
A AMZN | AMAZON COM INC | 2.86% | $12.0M | 54,534 | $198.23 | $219.57 | +$196.5K |