Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mather Group

Latest statistics and disclosures from Mather Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHV, VGK, VPL, DFAE, and represent 41.87% of Mather Group's stock portfolio.
Added to shares of these 10 stocks: VTI (+$64M), SCHV (+$30M), IEF (+$20M), VGK (+$18M), SPTI (+$17M), BIV (+$13M), VCSH (+$12M), VMBS (+$12M), EFA (+$12M), SPTL (+$8.0M).
Started 4 new stock positions in BOXX, LIEN, PTLC, DBC.
Reduced shares in these 10 stocks: LII (-$564M), SCHG (-$12M), DFUV, DFIS, IOO, DFAT, MGK, VEA, VOOV, QUAL.
Sold out of its positions in AAON, ACVA, ABM, AGCO, OUSA, AMLP, AMN, ANIP, ASGN, ARKK.
Mather Group was a net seller of stock by $-350M.
Mather Group has $9.7B in assets under management (AUM), dropping by -1.94%.
Central Index Key (CIK): 0001527641

Tip: Access up to 7 years of quarterly data

Positions held by Mather Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mather Group

Mather Group holds 632 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Mather Group has 632 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mather Group Dec. 31, 2025 positions
Download the Mather Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	14.0	$1.4B		42M	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	10.7	$1.0B	+3%	35M	29.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	7.5	$727M	+2%	8.7M	83.61	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	5.6	$541M		6.0M	90.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.1	$396M		12M	32.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.4	$331M	+3%	7.0M	47.08	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	3.4	$326M	+5%	11M	28.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.8	$275M	+5%	3.5M	77.88	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$238M		488k	487.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.3	$223M		5.9M	38.00	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$223M		1.2M	190.99	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.2	$218M		6.6M	32.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$215M	+6%	2.7M	79.73	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	2.1	$206M	+4%	7.8M	26.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.0	$192M	+4%	4.2M	46.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.9	$182M		603k	302.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$135M		635k	211.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$123M	+4%	2.5M	50.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$106M	+153%	316k	335.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$95M		1.8M	53.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$80M	+4%	952k	83.75	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$72M		1.0M	70.98	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$69M		2.1M	32.75	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.6	$63M	+2%	936k	67.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$59M	+8%	587k	99.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$55M		743k	73.56	View chart
Apple (AAPL)	0.5	$53M	+2%	194k	271.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$52M	-3%	1.6M	32.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$50M		1.1M	45.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$49M		72k	684.94	View chart
Ishares Tr Core Msci Pac (IPAC)	0.5	$48M	+3%	656k	73.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$47M	+5%	943k	50.29	View chart
Microsoft Corporation (MSFT)	0.5	$45M		94k	483.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$42M		67k	627.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$41M	+5%	1.1M	38.11	View chart
NVIDIA Corporation (NVDA)	0.4	$40M	+15%	217k	186.50	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$40M	+4%	1.2M	34.21	View chart
Procter & Gamble Company (PG)	0.4	$40M		280k	143.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$34M	+6%	285k	120.96	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$32M	-5%	252k	126.67	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$30M		144k	209.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$29M	+5%	487k	59.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$29M	-2%	206k	141.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$29M		726k	39.59	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$26M	+311%	274k	96.16	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$23M	+7%	455k	50.50	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$23M	-15%	483k	46.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$22M	-5%	46k	473.30	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$22M		457k	47.16	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$21M	+5%	194k	106.70	View chart
Broadcom (AVGO)	0.2	$21M	+8%	60k	346.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$20M	+5%	214k	95.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$19M		136k	143.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$19M	+2%	60k	313.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$18M		56k	313.80	View chart
Pepsi (PEP)	0.2	$17M		120k	143.52	View chart
McDonald's Corporation (MCD)	0.2	$17M		55k	305.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$17M		33k	502.64	View chart
Amazon (AMZN)	0.2	$17M		72k	230.82	View chart
Meta Platforms Cl A (META)	0.2	$17M	+3%	25k	660.09	View chart
Cincinnati Financial Corporation (CINF)	0.2	$16M	-5%	99k	163.32	View chart
Illinois Tool Works (ITW)	0.2	$16M	+4%	65k	246.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$16M	+267%	165k	96.03	View chart
AFLAC Incorporated (AFL)	0.2	$16M	-3%	143k	110.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$16M		209k	74.07	View chart
Target Corporation (TGT)	0.2	$15M	+7%	155k	97.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$15M	+9%	24k	614.32	View chart
General Dynamics Corporation (GD)	0.2	$15M	-8%	44k	336.66	View chart
PPG Industries (PPG)	0.2	$15M	+10%	142k	102.46	View chart
T. Rowe Price (TROW)	0.1	$14M		139k	102.38	View chart
Air Products & Chemicals (APD)	0.1	$14M	+11%	58k	247.02	View chart
Hormel Foods Corporation (HRL)	0.1	$14M	+20%	598k	23.70	View chart
A. O. Smith Corporation (AOS)	0.1	$14M	+4%	211k	66.88	View chart
Atmos Energy Corporation (ATO)	0.1	$14M	-5%	84k	167.63	View chart
Brown Forman Corp CL B (BF.B)	0.1	$14M	+9%	520k	26.06	View chart
Visa Com Cl A (V)	0.1	$14M		38k	350.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$13M	+14%	106k	120.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$12M	-2%	18k	681.92	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$12M	+4%	178k	67.22	View chart
Tesla Motors (TSLA)	0.1	$12M	+7%	26k	449.73	View chart
Eli Lilly & Co. (LLY)	0.1	$11M	+28%	10k	1074.70	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$11M	+4%	224k	47.85	View chart
Caterpillar (CAT)	0.1	$11M	-3%	19k	572.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$11M		14.00	754800.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$10M	-2%	97k	107.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$10M		115k	89.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$10M	-7%	48k	210.34	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$9.4M		100k	94.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$8.9M	-16%	150k	59.54	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.1	$8.9M	-8%	170k	52.13	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$8.3M		180k	46.29	View chart
Abbvie (ABBV)	0.1	$8.0M		35k	228.49	View chart
Newmont Mining Corporation (NEM)	0.1	$8.0M	+4%	80k	99.85	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$7.8M	-4%	140k	55.80	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$7.6M		303k	25.17	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$7.6M	-3%	84k	90.97	View chart
Johnson & Johnson (JNJ)	0.1	$7.4M	-3%	36k	206.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.3M		19k	373.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$7.2M	+3%	22k	322.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$7.1M		75k	94.16	View chart
Costco Wholesale Corporation (COST)	0.1	$7.0M	+4%	8.2k	862.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$7.0M		158k	44.17	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$6.8M	-15%	136k	49.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$6.7M		142k	47.35	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.7M		12k	570.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$6.6M		231k	28.48	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.4M	-11%	37k	171.18	View chart
Wal-Mart Stores (WMT)	0.1	$6.1M		54k	111.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$5.9M		181k	32.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$5.9M	-20%	94k	62.47	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$5.8M	+2%	126k	45.71	View chart
Ge Aerospace Com New (GE)	0.1	$5.5M		18k	308.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.4M		7.2k	753.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.4M		19k	279.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.4M	-4%	17k	314.80	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$5.3M		38k	141.05	View chart
Home Depot (HD)	0.1	$5.3M		15k	344.10	View chart
Netflix (NFLX)	0.1	$5.2M	+951%	56k	93.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.2M	+2%	112k	45.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.1M		18k	290.22	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$5.0M	+5%	118k	42.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.9M	+2%	40k	123.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.9M	-3%	41k	120.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.9M	+3%	74k	66.00	View chart
Applied Materials (AMAT)	0.0	$4.8M	-10%	19k	256.99	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$4.8M	-25%	12k	412.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$4.7M	+68%	58k	81.17	View chart
Merck & Co (MRK)	0.0	$4.7M	+3%	44k	105.26	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$4.6M	+11%	181k	25.24	View chart
Abbott Laboratories (ABT)	0.0	$4.6M		37k	125.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$4.3M		189k	23.02	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.0	$4.3M		58k	73.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$4.3M	+22%	20k	212.07	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$4.3M		67k	64.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$4.3M	-3%	17k	257.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.3M	-18%	19k	219.78	View chart
Automatic Data Processing (ADP)	0.0	$4.2M	+6%	16k	257.22	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$4.1M	+2%	83k	49.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$4.1M	+4%	54k	75.44	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$4.0M		12k	342.97	View chart
Cisco Systems (CSCO)	0.0	$4.0M	+7%	52k	77.03	View chart
Oracle Corporation (ORCL)	0.0	$3.8M	-25%	20k	194.91	View chart
TJX Companies (TJX)	0.0	$3.8M	+3%	25k	153.61	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.7M	+2%	11k	349.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$3.7M	-3%	77k	48.75	View chart
Progressive Corporation (PGR)	0.0	$3.7M	-3%	16k	227.71	View chart
Intuit (INTU)	0.0	$3.7M	-3%	5.6k	662.39	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$3.6M		38k	94.36	View chart
United Parcel Service CL B (UPS)	0.0	$3.5M		36k	99.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$3.4M		35k	96.27	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$3.4M		45k	73.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$3.2M		71k	45.21	View chart
Chevron Corporation (CVX)	0.0	$3.2M	+4%	21k	152.41	View chart
salesforce (CRM)	0.0	$3.2M	+13%	12k	264.90	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$3.2M	+3%	53k	60.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$3.2M	+118%	54k	58.73	View chart
Coca-Cola Company (KO)	0.0	$3.2M	+10%	45k	69.91	View chart
Venture Global Com Cl A (VG)	0.0	$3.1M		460k	6.82	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.1M	+11%	18k	177.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.1M		44k	69.67	View chart
American Express Company (AXP)	0.0	$3.0M	+19%	8.2k	369.97	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$2.9M		94k	31.51	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$2.9M	-3%	21k	141.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.9M		16k	183.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$2.9M		34k	84.64	View chart
Philip Morris International (PM)	0.0	$2.8M	+3%	18k	160.40	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$2.8M		32k	88.08	View chart
Advanced Micro Devices (AMD)	0.0	$2.8M	+15%	13k	214.16	View chart
Wabtec Corporation (WAB)	0.0	$2.7M		13k	213.44	View chart
Amphenol Corp Cl A (APH)	0.0	$2.7M	-14%	20k	135.14	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.6M	+8%	5.4k	483.66	View chart
Amgen (AMGN)	0.0	$2.6M		7.9k	327.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.6M	-5%	86k	30.07	View chart
Axon Enterprise (AXON)	0.0	$2.6M		4.5k	567.93	View chart
Lowe's Companies (LOW)	0.0	$2.5M		11k	241.17	View chart
Wells Fargo & Company (WFC)	0.0	$2.5M	+9%	27k	93.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.5M		96k	26.23	View chart
Servicenow (NOW)	0.0	$2.5M	+401%	17k	153.19	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$2.5M	+4%	39k	63.63	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.5M	+2%	2.9k	879.08	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$2.5M	-11%	49k	50.38	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.0	$2.5M		37k	65.89	View chart
Cadence Design Systems (CDNS)	0.0	$2.4M	+17%	7.8k	312.57	View chart
S&p Global (SPGI)	0.0	$2.4M	-6%	4.6k	522.57	View chart
Nike CL B (NKE)	0.0	$2.4M	-8%	38k	63.71	View chart
Morgan Stanley Com New (MS)	0.0	$2.4M	+4%	14k	177.53	View chart
At&t (T)	0.0	$2.4M		96k	24.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$2.3M		27k	86.25	View chart
Kla Corp Com New (KLAC)	0.0	$2.3M	-3%	1.9k	1215.26	View chart
3M Company (MMM)	0.0	$2.3M	+5%	15k	160.10	View chart
Arista Networks Com Shs (ANET)	0.0	$2.3M	+20%	18k	131.03	View chart
Micron Technology (MU)	0.0	$2.3M	+5%	8.1k	285.40	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$2.3M	-39%	11k	204.85	View chart
Bank of America Corporation (BAC)	0.0	$2.3M	+14%	41k	55.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$2.2M	+31%	30k	75.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$2.2M	-38%	11k	198.61	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.2M	-5%	42k	51.77	View chart
Stryker Corporation (SYK)	0.0	$2.2M	-2%	6.1k	351.50	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$2.2M	+64%	18k	119.75	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$2.2M		86k	24.94	View chart
Ge Vernova (GEV)	0.0	$2.1M	+2%	3.2k	653.57	View chart
Chubb (CB)	0.0	$2.1M		6.7k	312.13	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$2.1M		17k	121.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.0M		18k	113.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.0M	+5%	6.7k	303.88	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.0M		4.4k	453.36	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$2.0M		7.3k	275.39	View chart
Gilead Sciences (GILD)	0.0	$2.0M	+21%	16k	122.74	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$2.0M	-21%	72k	27.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.9M		35k	54.71	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$1.9M	+3%	63k	30.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.9M	+4%	13k	143.51	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$1.9M	+3%	39k	48.17	View chart
Blackrock (BLK)	0.0	$1.9M	+4%	1.7k	1070.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$1.8M		10k	177.37	View chart
CMS Energy Corporation (CMS)	0.0	$1.8M	+84%	26k	69.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.8M	-4%	6.6k	268.31	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$1.7M		21k	80.81	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$1.7M		32k	53.11	View chart
International Business Machines (IBM)	0.0	$1.7M		5.7k	296.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.7M	+6%	11k	154.14	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$1.7M	-6%	41k	41.08	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$1.7M		25k	66.80	View chart
ConocoPhillips (COP)	0.0	$1.7M	-27%	18k	93.61	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.7M		5.1k	323.01	View chart
Cummins (CMI)	0.0	$1.6M		3.2k	510.48	View chart
Eaton Corp SHS (ETN)	0.0	$1.6M	+5%	5.1k	318.49	View chart
Constellation Energy (CEG)	0.0	$1.6M		4.6k	353.27	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.6M	-20%	22k	71.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.6M		14k	113.92	View chart
Honeywell International (HON)	0.0	$1.6M	-7%	8.0k	195.09	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.5M	+103%	11k	143.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.5M	-9%	6.3k	246.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.5M	+69%	6.0k	250.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.5M	-5%	7.8k	191.55	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.5M	+16%	2.6k	566.45	View chart
Palo Alto Networks (PANW)	0.0	$1.5M	+17%	8.0k	184.19	View chart
Howmet Aerospace (HWM)	0.0	$1.5M	+4%	7.2k	205.03	View chart
Motorola Solutions Com New (MSI)	0.0	$1.5M	+109%	3.8k	383.37	View chart
Walt Disney Company (DIS)	0.0	$1.4M		13k	113.77	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.4M	+11%	15k	95.22	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.4M		10k	137.88	View chart
Goldman Sachs (GS)	0.0	$1.4M	+14%	1.6k	879.21	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$1.4M		36k	38.17	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$1.4M	+6%	9.6k	141.17	View chart
Capital One Financial (COF)	0.0	$1.3M	+22%	5.6k	242.36	View chart
UnitedHealth (UNH)	0.0	$1.3M	+4%	4.1k	330.12	View chart
Southern Company (SO)	0.0	$1.3M	-43%	15k	87.20	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.3M		5.3k	251.15	View chart
Shell Spon Ads (SHEL)	0.0	$1.3M		18k	73.48	View chart

Past Filings by Mather Group

SEC 13F filings are viewable for Mather Group going back to 2011

Mather Group 2025 Q4 filed Jan. 13, 2026
Mather Group 2025 Q3 filed Oct. 21, 2025
Mather Group 2025 Q2 filed July 15, 2025
Mather Group 2025 Q1 filed April 25, 2025
Mather Group 2024 Q4 filed Jan. 27, 2025
Mather Group 2024 Q3 filed Oct. 7, 2024
Mather Group 2024 Q2 filed July 9, 2024
Mather Group 2024 Q1 filed April 9, 2024
Mather Group 2023 Q4 filed Feb. 5, 2024
Mather Group 2023 Q3 filed Nov. 13, 2023
Mather Group 2023 Q2 filed Aug. 8, 2023
Mather Group 2023 Q1 filed May 9, 2023
Mather Group 2022 Q4 filed March 10, 2023
Mather Group 2022 Q3 filed Nov. 15, 2022
Mather Group 2022 Q2 filed Aug. 16, 2022
Mather Group 2022 Q1 filed May 13, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z