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Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,894
+7 vs. Q1 2026
Portfolio value
$11.5B
+$1.44B (+14.4%) vs. Q1 2026
Filed
Jul 27, 2026
SEC
Holdings of Mather Group, LLC. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF15,202,294$1.31B11.4%+12,265,972+417.7%AddedConverted for a 6-for-1 split–
Vanguard Morningstar Value ETF922908744ETF5,054,784$1.10B9.6%+3,898,942+337.3%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF8,859,914$784.5M6.8%+109,146+1.2%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF6,163,820$713.1M6.2%+242,086+4.1%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF12,473,477$501.6M4.4%+385,825+3.2%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF13,008,967$440.2M3.8%−30,519,998−70.1%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF8,499,381$397.9M3.5%+1,183,605+16.2%Added–
SPDR Series Trust78464A672ST INTER ETF12,549,605$356.3M3.1%+654,584+5.5%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF10,099,022$351.5M3.1%−25,242,337−71.4%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF6,632,230$257.3M2.2%+64,419+1.0%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF648,466$237.1M2.1%+44,594+7.4%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,972,193$234.9M2.0%+137,801+4.9%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V5,210,680$209.1M1.8%−533,356−9.3%Reduced–
iShares Tips Bond ETF464287176ETF1,782,672$195.1M1.7%+1,781,848+216,243.7%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF4,110,125$187.0M1.6%−233,990−5.4%Reduced–
iShares Tr46428865310-20 YR TRS ETF1,537,777$154.3M1.3%+1,537,368+375,884.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF626,525$152.2M1.3%−2,974−0.5%Reduced–
iShares Tr46435G672CORE INTL AGGR2,549,605$129.0M1.1%−63,874−2.4%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF1,630,105$125.0M1.1%−2,070,367−55.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF306,490$113.4M1.0%−6,180−2.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF1,733,161$103.5M0.9%−17,595−1.0%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF997,362$82.4M0.7%−2,493−0.2%Reduced–
Schwab Emerging Markets Equity ETF808524706ETF2,118,024$76.8M0.7%+36,639+1.8%Added–
iShares Core MSCI Europe ETF46434V738ETF982,923$73.9M0.6%−9,689−1.0%Reduced–
AAPLApple Inc.Stock248,625$71.9M0.6%+44,787+22.0%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF667,038$66.0M0.6%+46,421+7.5%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF703,974$59.0M0.5%−18,637−2.6%Reduced–
iShares Core S&P 500 ETF464287200ETF76,713$57.4M0.5%−377−0.5%Reduced–
iShares Tr464288281JPMORGAN USD EMG588,604$56.8M0.5%+579,436+6,320.2%Added–
iShares Tr46434V696CORE MSCI PAC654,722$53.6M0.5%−3,760−0.6%Reduced–
Schwab International Small-Cap Equity ETF808524888ETF1,103,737$53.1M0.5%+5,099+0.5%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,042,071$52.7M0.5%+49,494+5.0%Added–
PGProcter & Gamble CoStock356,652$52.3M0.5%+36,729+11.5%AddedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF1,279,784$50.6M0.4%+34,873+2.8%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,221,090$50.4M0.4%+66,606+5.8%Added–
NVDANVIDIA CorpStock249,554$49.9M0.4%+20,797+9.1%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF1,870,380$49.1M0.4%−6,355,645−77.3%Reduced–
Dimensional ETF Trust25434V773INTL SMALL CAP E1,363,387$47.8M0.4%−121,743−8.2%Reduced–
Vanguard S&P 500 ETF922908363ETF69,325$47.6M0.4%+973+1.4%Added–
Vanguard World FD921910733ESG US STK ETF321,873$42.6M0.4%+31,476+10.8%Added–
MSFTMicrosoft CorpStock108,006$40.3M0.4%+18,038+20.0%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF140,012$34.5M0.3%−4,038−2.8%Reduced–
iShares Tr464287572GLOBAL 100 ETF246,365$33.7M0.3%−6,479−2.6%Reduced–
Vanguard Total World Stock ETF922042742ETF206,498$32.4M0.3%−669−0.3%Reduced–
XOMExxonMobil Holdings CorpCOM226,289$30.9M0.3%+31,316+16.1%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS520,070$30.7M0.3%−376−0.1%Reduced–
AMZNAmazon Com IncStock127,267$30.3M0.3%+38,347+43.1%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF656,345$29.1M0.3%−61,706−8.6%Reduced–
GOOGAlphabet Inc.Stock81,001$28.6M0.2%+24,333+42.9%AddedHistory
AVGOBroadcom Inc.Stock70,429$26.6M0.2%+8,840+14.4%AddedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF516,975$26.2M0.2%+41,722+8.8%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE474,836$26.1M0.2%−3,148−0.7%Reduced–
iShares Tr4642874407-10 YR TRSY BD267,986$25.3M0.2%+2,090+0.8%Added–
iShares Tr46435G516ESG AW MSCI EAFE241,378$24.8M0.2%+24,515+11.3%Added–
GOOGLAlphabet Inc.Stock68,722$24.6M0.2%−250−0.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock46,166$23.1M0.2%+12,801+38.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF178,474$22.2M0.2%−2,982−1.6%ReducedConverted for a 4-for-1 split–
iShares Tr464288158SHRT NAT MUN ETF205,542$21.9M0.2%+7,842+4.0%Added–
VanEck ETF Trust92189H201INTRMDT MUNI ETF450,660$21.2M0.2%+9,833+2.2%Added–
Invesco QQQ Trust Series I46090E103ETF28,712$21.1M0.2%+1,327+4.8%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF135,927$21.0M0.2%−405−0.3%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF109,925$20.9M0.2%+94,401+608.1%Added–
CATCaterpillar IncStock18,974$20.2M0.2%+820+4.5%AddedHistory
MCDMcDonalds CorpStock69,735$18.9M0.2%+15,242+28.0%AddedHistory
CINFCincinnati Financial CorpCOM99,294$18.4M0.2%+1,098+1.1%AddedHistory
iShares MSCI Eafe ETF464287465ETF168,326$17.5M0.2%−1,145−0.7%Reduced–
JNJJohnson & JohnsonStock67,043$17.0M0.1%+39,360+142.2%AddedHistory
ADPAutomatic Data Processing IncStock75,170$16.8M0.1%+5,110+7.3%AddedHistory
AFLAflac IncStock142,605$16.7M0.1%−369−0.3%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF248,114$16.7M0.1%−729,715−74.6%Reduced–
PPGPPG Industries IncStock136,983$16.6M0.1%+3,019+2.3%AddedHistory
TGTTarget CorpStock125,715$16.4M0.1%−11,118−8.1%ReducedHistory
FASTFastenal CoStock336,721$16.2M0.1%+5,057+1.5%AddedHistory
ABTAbbott LaboratoriesStock176,410$16.0M0.1%+14,153+8.7%AddedHistory
LOWLowes Companies IncStock72,470$16.0M0.1%+4,769+7.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock54,067$15.9M0.1%−955−1.7%ReducedHistory
ITWIllinois Tool Works IncStock57,509$15.6M0.1%+2,644+4.8%AddedHistory
Simplify Exchange Traded Fun82889N228US EQUI PLUS ETF583,086$15.4M0.1%+275,336+89.5%Added–
Vanguard Total Bond Market ETF921937835ETF206,866$15.2M0.1%+620+0.3%Added–
SPYSPDR S&P 500 ETF TrustETF19,880$14.8M0.1%+1,516+8.3%AddedHistory
BDXBecton Dickinson & CoStock97,756$14.8M0.1%+13,950+16.6%AddedHistory
ATOAtmos Energy CorpCOM83,292$14.3M0.1%+968+1.2%AddedHistory
LRCXLam Research CorpStock32,370$14.0M0.1%−1,856−5.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A18$13.5M0.1%+4+28.6%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF161,696$13.4M0.1%−6,379−3.8%Reduced–
Tidal Trust II88636Y839RETURN STACKED641,979$13.2M0.1%+641,979New–
VVisa Inc.Stock38,092$13.1M0.1%−1,512−3.8%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF134,951$13.0M0.1%+19,501+16.9%Added–
JPMJPMorgan Chase & CoStock39,077$12.8M0.1%+17,299+79.4%AddedHistory
METAMeta Platforms, Inc.Stock22,021$12.4M0.1%−1,539−6.5%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF89,040$12.2M0.1%+34,055+61.9%Added–
GEGeneral Electric CoStock32,742$12.2M0.1%+14,170+76.3%AddedHistory
AMATApplied Materials IncStock16,923$12.2M0.1%−203−1.2%ReducedHistory
WMTWalmart Inc.Stock107,409$12.2M0.1%+54,037+101.2%AddedHistory
SPDR Series Trust78464A201ST STR SP600GRWO98,823$11.8M0.1%−445−0.4%Reduced–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF240,524$11.4M0.1%+8,638+3.7%Added–
WisdomTree Tr97717Y642EMERGING MARKETS229,815$11.2M0.1%+30,491+15.3%Added–
iShares Russell 1000 Value ETF464287598ETF45,664$11.1M0.1%−520−1.1%Reduced–
TSLATesla, Inc.Stock26,232$11.0M0.1%−796−2.9%ReducedHistory
LLYEli Lilly & CoStock9,132$11.0M0.1%−1,559−14.6%ReducedHistory

Options (9)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Mather Group, LLC. in Q2 2026
SecurityClassPutsCalls
MSFTMicrosoft CorpStock$158.3K–
AXONAxon Enterprise, Inc.COM$157.3K–
XOMExxonMobil Holdings CorpCOM$147.5K–
WABWestinghouse Air Brake Technologies CorpStock$53.0K–
NVDANVIDIA CorpStock$49.6K–
AAPLApple Inc.Stock$47.9K–
MSIMotorola Solutions, Inc.Stock$25.6K–
GOOGLAlphabet Inc.Stock$22.2K–
JCIJohnson Controls International plcStock$10.2K–

Sold out since Q1 2026 (96)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Mather Group, LLC. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM7,789$1.76M<0.1%History
Ea Series Trust02072Q820MILI LONG SH ETF33,526$1.22M<0.1%–
Global X FDS37960A487BITCOIN TREND ST38,917$1.06M<0.1%–
Bitwise Funds Trust091748400BITCOIN AND ETHE25,948$735.3K<0.1%–
CTRACoterra Energy Inc.Stock12,746$447.9K<0.1%History
INODInnodata IncCOM NEW7,495$289.5K<0.1%History
KFKorea Fund IncCOM NEW4,794$215.3K<0.1%History
Neos ETF Trust78433H501NEOS ENH INC 1-31,913$95.2K<0.1%–
HOLXHologic IncCOM876$66.2K<0.1%History
ZZillow Group, Inc.CL C CAP STK1,219$50.4K<0.1%History
CCKCrown Holdings, Inc.COM400$40.1K<0.1%History
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH307$38.4K<0.1%–
ALSumisho Air Lease CorpCL A453$29.4K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S434$27.8K<0.1%–
TYGTortoise Energy Infrastructure CorpCOM439$21.9K<0.1%History
BKKTBakkt, Inc.COM CL A NEW2,553$18.8K<0.1%History
FIGRFigure Technology Solutions, Inc.Stock514$17.4K<0.1%History
WisdomTree Tr97717X594ITL HDG QTLY DIV344$16.6K<0.1%–
WHWyndham Hotels & Resorts, Inc.COM200$16.2K<0.1%History
AVAAvista CorpCOM400$16.1K<0.1%History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF571$14.6K<0.1%–
TNLTravel & Leisure Co.COM200$13.8K<0.1%History
Unified Ser Tr90470L444ONEASCENT INTL309$13.3K<0.1%–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF53$13.3K<0.1%–
FBINFortune Brands Innovations, Inc.COM333$13.0K<0.1%History
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK201$11.3K<0.1%–
PKSTPeakstone Realty TrustCommon Stock530$11.1K<0.1%History
ENVAEnova International, Inc.COM73$9.92K<0.1%History
MMSIMerit Medical Systems IncCOM138$9.51K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K1380$9.23K<0.1%–
IONQIonQ, Inc.COM301$8.67K<0.1%History
ETHAiShares Ethereum Trust ETFSHS520$8.23K<0.1%History
RYNRayonier IncCOM387$7.98K<0.1%History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN200$7.49K<0.1%History
QXOQXO, Inc.COM NEW325$6.31K<0.1%History
BLKBBlackbaud IncCOM156$6.02K<0.1%History
ARLPAlliance Resource Partners LPStock200$5.53K<0.1%History
CBZCBIZ, Inc.COM195$5.24K<0.1%History
Tidal Trust III45259A258FUND GRA MID ETF175$4.38K<0.1%–
iShares Inc464286764MSCI SPAIN ETF70$3.80K<0.1%–
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS88$3.45K<0.1%History
Schwab Strategic Tr808524680LONG TERM US108$3.39K<0.1%–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC137$3.22K<0.1%–
TRUTransUnionCOM45$3.11K<0.1%History
MZTIMarzetti CoCOM21$2.90K<0.1%History
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR52$2.58K<0.1%–
T Rowe Price Exchange-Traded87283Q404PRICE DIV GRWT54$2.42K<0.1%–
GPKGraphic Packaging Holding CoCOM241$2.40K<0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD58$2.37K<0.1%–
Pgim ETF Tr69344A784SHRT DUR HGH YLD43$2.13K<0.1%–
Pgim ETF Tr69344A107PGIM ULTRA SH BD43$2.13K<0.1%–
iShares Tr464288638ISHS 5-10YR INVT40$2.13K<0.1%–
DOLEDole plcORD SHS145$2.07K<0.1%History
Fidelity Covington Trust316092782VLU FACTOR ETF29$2.00K<0.1%–
CRSPCRISPR Therapeutics AGNAMEN AKT35$1.67K<0.1%History
AZTAAzenta, Inc.COM65$1.37K<0.1%History
Global X FDS37954Y293GLB X MLP ENRG I17$1.26K<0.1%–
BRZEBraze, Inc.Stock48$1.13K<0.1%History
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET5$1.09K<0.1%History
TET1 Energy Inc.COM NEW225$988<0.1%History
GLBEGlobal-E Online Ltd.SHS30$926<0.1%History
ELFe.l.f. Beauty, Inc.COM15$909<0.1%History
ProShares Bitcoin ETF74347G440ETF93$866<0.1%–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL14$771<0.1%–
AMNAmn Healthcare Services IncCOM37$679<0.1%History
GRPNGroupon, Inc.COM NEW50$595<0.1%History
UUnity Software Inc.COM25$549<0.1%History
iShares Tr46434V290US SML CAP EQT7$495<0.1%–
EFOREverforth IncCOM12$465<0.1%History
KODKEastman Kodak CoCOM NEW50$453<0.1%History
FXFInvesco CurrencyShares Swiss Franc TrustSWISS FRANC4$442<0.1%History
OPENOpendoor Technologies Inc.COM80$374<0.1%History
EADAllspring Income Opportunities FundINC OPPTY FD54$350<0.1%History
JOYYJOYY Inc.ADS REPSTG COM A6$350<0.1%History
VFCV F CorpStock20$340<0.1%History
ProShares Tr74350P675ULTRAPRO SHORT4$322<0.1%–
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN5$289<0.1%History
LILi Auto Inc.SPONSORED ADS15$267<0.1%History
ZMZoom Communications, Inc.Stock3$241<0.1%History
CUECue Biopharma, Inc.COM1,000$230<0.1%History
GTLBGitlab Inc.CLASS A COM9$195<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES8$194<0.1%–
Direxion Shs ETF Tr25460G815RETAIL BULL 3X26$192<0.1%–
PINSPinterest, Inc.CL A10$183<0.1%History
YTRAYatra Online, Inc.ORD SHS150$167<0.1%History
FGF&G Annuities & Life, Inc.COMMON STOCK6$152<0.1%History
OBTCOsprey Bitcoin TrustCommon Stock5$109<0.1%History
TWSTTwist Bioscience CorpCOM2$95<0.1%History
Global X FDS37954Y830GLOBAL X COPPER1$76<0.1%–
NVAXNovavax IncCOM NEW5$41<0.1%History
TDOCTeladoc Health, Inc.COM5$27<0.1%History
SNDLSNDL Inc.COM10$13<0.1%History
VERUVeru Inc.COM NEW5$11<0.1%History
BYNDBeyond Meat, Inc.COM5$4<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A NEW2$2<0.1%History
QVCGAOld QVC Group, Inc.COM SER A NEW1$2<0.1%History