MATHER GROUP, LLC.

SEC CIK
0001527641

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 27, 2026.SEC

Positions
1,894
+7 vs. Q1 2026
Total value
$11.46B
+$1.44B (+14.4%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

MATHER GROUP, LLC. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF15,202,294$1.31B11.42%+14,712,907+3,006.4%Added–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF5,054,784$1.1B9.61%+3,898,942+337.3%Added–
VANGUARD INTL EQUITY INDEX F922042874FTSE EUROPE ETF8,859,914$784.46M6.84%+109,146+1.2%Added–
VANGUARD INTL EQUITY INDEX F922042866FTSE PACIFIC ETF6,163,820$713.09M6.22%+242,086+4.1%Added–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF12,473,477$501.56M4.38%+385,825+3.2%Added–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF13,008,967$440.22M3.84%−30,519,998−70.1%Reduced–
VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771ETF8,499,381$397.86M3.47%+1,183,605+16.2%Added–
SPDR SERIES TRUST78464A672ST INTER ETF12,549,605$356.28M3.11%+654,584+5.5%Added–
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF10,099,022$351.55M3.07%−25,242,337−71.4%Reduced–
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF6,632,230$257.26M2.24%+64,419+1.0%Added–
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595ETF648,466$237.14M2.07%+44,594+7.4%Added–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD2,972,193$234.89M2.05%+137,801+4.9%Added–
DIMENSIONAL ETF TRUST25434V781INTL SMALL CAP V5,210,680$209.1M1.82%−533,356−9.3%Reduced–
ISHARES TIPS BOND ETF464287176ETF1,782,672$195.08M1.70%+1,781,848+216,243.7%Added–
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF4,110,125$186.97M1.63%−233,990−5.4%Reduced–
ISHARES TR46428865310-20 YR TRS ETF1,537,777$154.32M1.35%+1,537,368+375,884.6%Added–
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF626,525$152.24M1.33%−2,974−0.5%Reduced–
ISHARES TR46435G672CORE INTL AGGR2,549,605$129.01M1.13%−63,874−2.4%Reduced–
VANGUARD INTERMEDIATE-TERM BOND ETF921937819ETF1,630,105$125.03M1.09%−2,070,367−55.9%Reduced–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF306,490$113.41M0.99%−6,180−2.0%Reduced–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF1,733,161$103.45M0.90%−17,595−1.0%Reduced–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF997,362$82.43M0.72%−2,493−0.2%Reduced–
SCHWAB EMERGING MARKETS EQUITY ETF808524706ETF2,118,024$76.8M0.67%+36,639+1.8%Added–
ISHARES CORE MSCI EUROPE ETF46434V738ETF982,923$73.89M0.64%−9,689−1.0%Reduced–
AAPLAPPLE INC COMStock248,625$71.94M0.63%+44,787+22.0%AddedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF667,038$66.02M0.58%+46,421+7.5%Added–
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF703,974$58.96M0.51%−18,637−2.6%Reduced–
ISHARES CORE S&P 500 ETF464287200ETF76,713$57.45M0.50%−377−0.5%Reduced–
ISHARES TR464288281JPMORGAN USD EMG588,604$56.76M0.50%+579,436+6,320.2%Added–
ISHARES TR46434V696CORE MSCI PAC654,722$53.64M0.47%−3,760−0.6%Reduced–
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888ETF1,103,737$53.11M0.46%+5,099+0.5%Added–
VANGUARD MUN BD FDS922907746TAX EXEMPT BD1,042,071$52.71M0.46%+49,494+5.0%Added–
PGPROCTER & GAMBLE CO COMStock356,652$52.3M0.46%+36,729+11.5%AddedView
DIMENSIONAL ETF TRUST25434V666US LARG VALU ETF1,279,784$50.6M0.44%+34,873+2.8%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK1,221,090$50.37M0.44%+66,606+5.8%Added–
NVDANVIDIA CORPORATION COMStock249,554$49.93M0.44%+20,797+9.1%AddedView
SPDR SERIES TRUST78464A664ST LON TREAS ETF1,870,380$49.06M0.43%−6,355,645−77.3%Reduced–
DIMENSIONAL ETF TRUST25434V773INTL SMALL CAP E1,363,387$47.76M0.42%−121,743−8.2%Reduced–
VANGUARD S&P 500 ETF922908363ETF69,325$47.61M0.42%+973+1.4%Added–
VANGUARD WORLD FD921910733ESG US STK ETF321,873$42.56M0.37%+31,476+10.8%Added–
MSFTMICROSOFT CORP COMStock108,006$40.29M0.35%+18,038+20.0%AddedView
VANGUARD INDEX FDS922908652EXTEND MKT ETF140,012$34.47M0.30%−4,038−2.8%Reduced–
ISHARES TR464287572GLOBAL 100 ETF246,365$33.65M0.29%−6,479−2.6%Reduced–
VANGUARD TOTAL WORLD STOCK ETF922042742ETF206,498$32.41M0.28%−669−0.3%Reduced–
XOMEXXON MOBIL CORPCOM226,289$30.94M0.27%+31,316+16.1%AddedView
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS520,070$30.67M0.27%−376−0.1%Reduced–
AMZNAMAZON COM INC COMStock127,267$30.33M0.26%+38,347+43.1%AddedView
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF656,345$29.12M0.25%−61,706−8.6%Reduced–
GOOGALPHABET INC CAP STK CL CStock81,001$28.62M0.25%+24,333+42.9%AddedView
AVGOBROADCOM INC COMStock70,429$26.6M0.23%+8,840+14.4%AddedView
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF516,975$26.19M0.23%+41,722+8.8%Added–
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE474,836$26.12M0.23%−3,148−0.7%Reduced–
ISHARES TR4642874407-10 YR TRSY BD267,986$25.34M0.22%+2,090+0.8%Added–
ISHARES TR46435G516ESG AW MSCI EAFE241,378$24.82M0.22%+24,515+11.3%Added–
GOOGLALPHABET INC CAP STK CL AStock68,722$24.56M0.21%−250−0.4%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock46,166$23.1M0.20%+12,801+38.4%AddedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF178,474$22.16M0.19%+133,110+293.4%Added–
ISHARES TR464288158SHRT NAT MUN ETF205,542$21.88M0.19%+7,842+4.0%Added–
VANECK ETF TRUST92189H201INTRMDT MUNI ETF450,660$21.18M0.18%+9,833+2.2%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF28,712$21.14M0.18%+1,327+4.8%Added–
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718ETF135,927$20.97M0.18%−405−0.3%Reduced–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF109,925$20.94M0.18%+94,401+608.1%Added–
CATCATERPILLAR INC COMStock18,974$20.21M0.18%+820+4.5%AddedView
MCDMCDONALDS CORP COMStock69,735$18.85M0.16%+15,242+28.0%AddedView
CINFCINCINNATI FINL CORPCOM99,294$18.38M0.16%+1,098+1.1%AddedView
ISHARES MSCI EAFE ETF464287465ETF168,326$17.49M0.15%−1,145−0.7%Reduced–
JNJJOHNSON & JOHNSON COMStock67,043$17.03M0.15%+39,360+142.2%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock75,170$16.83M0.15%+5,110+7.3%AddedView
AFLAFLAC INC COMStock142,605$16.72M0.15%−369−0.3%ReducedView
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF921946885ETF248,114$16.68M0.15%−729,715−74.6%Reduced–
PPGPPG INDS INC COMStock136,983$16.61M0.14%+3,019+2.3%AddedView
TGTTARGET CORP COMStock125,715$16.42M0.14%−11,118−8.1%ReducedView
FASTFASTENAL CO COMStock336,721$16.17M0.14%+5,057+1.5%AddedView
ABTABBOTT LABORATORIES COMStock176,410$16.01M0.14%+14,153+8.7%AddedView
LOWLOWES COS INC COMStock72,470$15.98M0.14%+4,769+7.0%AddedView
APDAIR PRODUCTS AND CHEMICALS INC COMStock54,067$15.85M0.14%−955−1.7%ReducedView
ITWILLINOIS TOOL WKS INC COMStock57,509$15.55M0.14%+2,644+4.8%AddedView
SIMPLIFY EXCHANGE TRADED FUN82889N228US EQUI PLUS ETF583,086$15.4M0.13%+275,336+89.5%Added–
VANGUARD TOTAL BOND MARKET ETF921937835ETF206,866$15.19M0.13%+620+0.3%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF19,880$14.85M0.13%+1,516+8.3%AddedView
BDXBECTON DICKINSON & CO COMStock97,756$14.79M0.13%+13,950+16.6%AddedView
ATOATMOS ENERGY CORPCOM83,292$14.35M0.13%+968+1.2%AddedView
LRCXLAM RESEARCH CORP COM NEWStock32,370$14.03M0.12%−1,856−5.4%ReducedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A18$13.48M0.12%+4+28.6%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF161,696$13.39M0.12%−6,379−3.8%Reduced–
TIDAL TRUST II88636Y839RETURN STACKED641,979$13.2M0.12%+641,979New–
VVISA INC COM CL AStock38,092$13.07M0.11%−1,512−3.8%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF134,951$13.03M0.11%+19,501+16.9%Added–
JPMJPMORGAN CHASE & CO COMStock39,077$12.79M0.11%+17,299+79.4%AddedView
METAMETA PLATFORMS INC CL AStock22,021$12.4M0.11%−1,539−6.5%ReducedView
ISHARES S&P 500 GROWTH ETF464287309ETF89,040$12.25M0.11%+34,055+61.9%Added–
GEGE AEROSPACE COM NEWStock32,742$12.24M0.11%+14,170+76.3%AddedView
AMATAPPLIED MATLS INC COMStock16,923$12.24M0.11%−203−1.2%ReducedView
WMTWALMART INC COMStock107,409$12.17M0.11%+54,037+101.2%AddedView
SPDR SERIES TRUST78464A201ST STR SP600GRWO98,823$11.77M0.10%−445−0.4%Reduced–
ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549ETF240,524$11.4M0.10%+8,638+3.7%Added–
WISDOMTREE TR97717Y642EMERGING MARKETS229,815$11.17M0.10%+30,491+15.3%Added–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF45,664$11.07M0.10%−520−1.1%Reduced–
TSLATESLA INC COMStock26,232$11.03M0.10%−796−2.9%ReducedView
LLYELI LILLY & CO COMStock9,132$10.95M0.10%−1,559−14.6%ReducedView

Options (9)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

MATHER GROUP, LLC. option positions in Q2 2026
SecurityClassPutsCalls
MSFTMICROSOFT CORP COMStock$158.34K–
AXONAXON ENTERPRISE INCCOM$157.3K–
XOMEXXON MOBIL CORPCOM$147.48K–
WABWABTEC COMStock$52.95K–
NVDANVIDIA CORPORATION COMStock$49.6K–
AAPLAPPLE INC COMStock$47.94K–
MSIMOTOROLA SOLUTIONS INC COM NEWStock$25.56K–
GOOGLALPHABET INC CAP STK CL AStock$22.17K–
JCIJOHNSON CTLS INTL PLC SHSStock$10.23K–

Sold out since Q1 2026 (98)

Positions held at the end of Q1 2026 that are no longer in this filing.

MATHER GROUP, LLC. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM7,789$1.76M0.02%
EA SERIES TRUST02072Q820MILI LONG SH ETF33,526$1.22M0.01%
GLOBAL X FDS37960A487BITCOIN TREND ST38,917$1.06M0.01%
BITWISE FUNDS TRUST091748400BITCOIN AND ETHE25,948$735.27K0.01%
DDDUPONT DE NEMOURS INCCOM10,159$465.26K0.00%
COTERRA ENERGY INC COM127097103Stock12,746$447.88K0.00%
INODINNODATA INCCOM NEW7,495$289.46K0.00%
CCLCARNIVAL CORPUNIT 99/99/999910,808$279.72K0.00%
KFKOREA FD INCCOM NEW4,794$215.25K0.00%
NEOS ETF TRUST78433H501NEOS ENH INC 1-31,913$95.23K0.00%
HOLOGIC INC436440101COM876$66.22K0.00%
ZZILLOW GROUP INCCL C CAP STK1,219$50.44K0.00%
CCKCROWN HLDGS INCCOM400$40.1K0.00%
VANGUARD ADMIRAL FDS INC921932869MIDCP 400 GRTH307$38.39K0.00%
AIR LEASE CORP00912X302CL A453$29.42K0.00%
PIMCO ETF TR72201R88225YR+ ZERO U S434$27.78K0.00%
TYGTORTOISE ENERGY INFRA CORPCOM439$21.88K0.00%
BKKTBAKKT HOLDINGS INCCOM CL A NEW2,553$18.79K0.00%
FIGRFIGURE TECHNOLOGY SOLUTIO COM CL AStock514$17.45K0.00%
WISDOMTREE TR97717X594ITL HDG QTLY DIV344$16.56K0.00%
WHWYNDHAM HOTELS & RESORTS INCCOM200$16.25K0.00%
AVAAVISTA CORPCOM400$16.06K0.00%
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649ETF571$14.64K0.00%
TNLTRAVEL PLUS LEISURE COCOM200$13.84K0.00%
UNIFIED SER TR90470L444ONEASCENT INTL309$13.31K0.00%
NORTHERN LTS FD TR IV66537J796INSPIRE 500 ETF53$13.28K0.00%
FBINFORTUNE BRANDS INNOVATIONS ICOM333$12.98K0.00%
INVESCO EXCH TRADED FD TR II46138E644INTL BUYBACK201$11.33K0.00%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock530$11.07K0.00%
ENVAENOVA INTL INCCOM73$9.92K0.00%
MMSIMERIT MED SYS INCCOM138$9.51K0.00%
ABRDN ETFS003261104BBRG ALL COMD K1380$9.23K0.00%
IONQIONQ INCCOM301$8.67K0.00%
ETHAISHARES ETHEREUM TRSHS520$8.23K0.00%
RYNRAYONIER INCCOM387$7.98K0.00%
ABALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN200$7.49K0.00%
QXOQXO INCCOM NEW325$6.31K0.00%
BLKBBLACKBAUD INCCOM156$6.02K0.00%
ARLPALLIANCE RESOURCE PARTNERS L P UT LTD PARTStock200$5.53K0.00%
CBZCBIZ INCCOM195$5.24K0.00%
TIDAL TRUST III45259A258FUND GRA MID ETF175$4.38K0.00%
ISHARES INC464286764MSCI SPAIN ETF70$3.8K0.00%
EZBCFRANKLIN TEMPLETON DIGITAL HBITCOIN ETF SHS88$3.45K0.00%
SCHWAB STRATEGIC TR808524680LONG TERM US108$3.39K0.00%
SIMPLIFY EXCHANGE TRADED FUN82889N640TREASURY OPT INC137$3.22K0.00%
TRUTRANSUNIONCOM45$3.11K0.00%
MZTIMARZETTI COMPANYCOM21$2.91K0.00%
BONDBLOXX ETF TRUST09789C861BLOOMBERG ONE YR52$2.58K0.00%
T ROWE PRICE EXCHANGE-TRADED87283Q404PRICE DIV GRWT54$2.42K0.00%
GPKGRAPHIC PACKAGING HLDG COCOM241$2.4K0.00%
WISDOMTREE TR97717W422INDIA ERNGS FD58$2.37K0.00%
PGIM ETF TR69344A784SHRT DUR HGH YLD43$2.13K0.00%
PGIM ETF TR69344A107PGIM ULTRA SH BD43$2.13K0.00%
ISHARES TR464288638ISHS 5-10YR INVT40$2.13K0.00%
DOLEDOLE PLCORD SHS145$2.07K0.00%
FIDELITY COVINGTON TRUST316092782VLU FACTOR ETF29$2.01K0.00%
CRSPCRISPR THERAPEUTICS AGNAMEN AKT35$1.67K0.00%
AZTAAZENTA INCCOM65$1.37K0.00%
GLOBAL X FDS37954Y293GLB X MLP ENRG I17$1.26K0.00%
BRZEBRAZE INC COM CL AStock48$1.13K0.00%
GLTRABRDN PRECIOUS METALS BASKETPHYSCL PRECS MET5$1.09K0.00%
TET1 ENERGY INCCOM NEW225$9880.00%
GLBEGLOBAL E ONLINE LTDSHS30$9260.00%
ELFE L F BEAUTY INCCOM15$9090.00%
PROSHARES BITCOIN ETF74347G440ETF93$8660.00%
INVESCO EXCH TRADED FD TR II46138E420RUSEL 1000 EQL14$7710.00%
AMNAMN HEALTHCARE SVCS INCCOM37$6790.00%
GRPNGROUPON INCCOM NEW50$5950.00%
UUNITY SOFTWARE INCCOM25$5490.00%
ISHARES TR46434V290US SML CAP EQT7$4950.00%
EFOREVERFORTH INCCOM12$4650.00%
KODKEASTMAN KODAK COCOM NEW50$4530.00%
FXFINVESCO CURRENCYSHARES SWISSSWISS FRANC4$4420.00%
OPENOPENDOOR TECHNOLOGIES INCCOM80$3740.00%
EADALLSPRING INCOME OPPORTUNITINC OPPTY FD54$3500.00%
JOYYJOYY INCADS REPSTG COM A6$3500.00%
VFCV F CORP COMStock20$3400.00%
PROSHARES TR74350P675ULTRAPRO SHORT4$3220.00%
FXYINVESCO CURRENCYSHARES JAPANJAPANESE YEN5$2890.00%
LILI AUTO INCSPONSORED ADS15$2670.00%
ZMZOOM COMMUNICATIONS INC CL AStock3$2410.00%
CUECUE BIOPHARMA INCCOM1,000$2300.00%
GTLBGITLAB INCCLASS A COM9$1950.00%
SCHWAB STRATEGIC TR808524862SHT TM US TRES8$1940.00%
DIREXION SHS ETF TR25460G815RETAIL BULL 3X26$1920.00%
PINSPINTEREST INCCL A10$1830.00%
YTRAYATRA ONLINE INCORD SHS150$1670.00%
FGF&G ANNUITIES & LIFE INCCOMMON STOCK6$1520.00%
OBTCOSPREY BITCOIN TR UNIT BEN INTCommon Stock5$1090.00%
TWSTTWIST BIOSCIENCE CORPCOM2$950.00%
GLOBAL X FDS37954Y830GLOBAL X COPPER1$760.00%
NVAXNOVAVAX INCCOM NEW5$410.00%
TDOCTELADOC HEALTH INCCOM5$270.00%
SNDLSNDL INCCOM10$130.00%
VERUVERU INCCOM NEW5$110.00%
BYNDBEYOND MEAT INCCOM5$40.00%
AMCAMC ENTMT HLDGS INCCL A NEW2$20.00%
QVC GROUP INC74915M605COM SER A NEW1$20.00%

13F filings by quarter

MATHER GROUP, LLC. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 27, 20261,894$11.46Bvs. Q1 2026SEC
Q1 2026Apr 13, 20261,887$10.02Bvs. Q4 2025SEC
Q4 2025Jan 13, 2026632$9.71Bvs. Q3 2025SEC
Q3 2025Oct 21, 20251,710$9.91Bvs. Q2 2025SEC
Q2 2025Jul 15, 2025604$9.36Bvs. Q1 2025SEC
Q1 2025Apr 25, 20251,792$8.65Bvs. Q4 2024SEC
Q4 2024Jan 27, 20251,745$7.71Bvs. Q3 2024SEC
Q3 2024Oct 7, 20241,707$7.79Bvs. Q2 2024SEC
Q2 2024Jul 9, 20242,194$8.12Bvs. Q1 2024SEC
Q1 2024Apr 9, 20241,749$6.34Bvs. Q4 2023SEC
Q4 2023Feb 5, 2024555$6.37Bvs. Q3 2023SEC
Q3 2023Nov 13, 2023528$5.63Bvs. Q2 2023SEC
Q2 2023Aug 8, 2023620$6.27Bvs. Q1 2023SEC
Q1 2023May 9, 2023510$5.63Bvs. Q4 2022SEC
Q4 2022Mar 10, 2023476$5.19Bvs. Q3 2022SEC
Q3 2022Nov 15, 2022468$4.65Bvs. Q2 2022SEC
Q2 2022Aug 16, 2022373$4.38Bvs. Q1 2022SEC
Q1 2022May 13, 2022443$5.07Bvs. Q4 2021SEC
Q4 2021Feb 15, 2022389$5.11Bvs. Q3 2021SEC
Q3 2021Nov 4, 2021284$4.16Bvs. Q2 2021SEC
Q2 2021Aug 13, 2021284$3.96Bvs. Q1 2021SEC
Q1 2021May 14, 2021269$3.53B–SEC