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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Mattson Financial Services, LLC

Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0002034595-25-000007

Total Value
$418.2M
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854182,977$14.3M3.43%
2NVIDIA CORPORATIONNVDA76,406$14.3M3.41%
3MICROSOFT CORPMSFT26,033$13.5M3.22%
4DOUBLELINE ETF TRUST25861R402260,336$12.9M3.09%
5AMAZON COM INCAMZN54,534$12.0M2.86%
6ALPHABET INCGOOG48,533$11.8M2.83%
7APPLE INCAAPL41,279$10.5M2.51%
8META PLATFORMS INCMETA12,609$9.3M2.21%
9BROADCOM INCAVGO20,119$6.6M1.59%
10BONDBLOXX ETF TRUST09789C838125,198$6.2M1.48%
11NEOS ETF TRUST78433H303118,511$6.2M1.48%
12FIRST TR EXCHNG TRADED FD VI33740F540254,307$5.7M1.35%
13GOLDMAN SACHS GROUP INCGSCE6,907$5.5M1.32%
14JPMORGAN CHASE & CO.VYLD17,338$5.5M1.31%
15MORGAN STANLEYMS-PQ31,351$5.0M1.19%
16BONDBLOXX ETF TRUST09789C75492,387$4.8M1.14%
17ARK ETF TR00214Q40127,257$4.8M1.14%
18INNOVATOR ETFS TRUSTINHD125,150$4.7M1.12%
19VISA INCV13,699$4.7M1.12%
20AMPLIFY ETF TR03210860769,696$4.7M1.12%
21CHEVRON CORP NEWCVX29,991$4.7M1.11%
22UNITEDHEALTH GROUP INCUNH13,176$4.5M1.09%
23MEDTRONIC PLCMDT46,700$4.4M1.06%
24BONDBLOXX ETF TRUST09789C82089,456$4.3M1.03%
25WALMART INCWMT41,301$4.3M1.02%
26ISHARES U S ETF TR46431W64840,693$4.1M0.99%
27BERKSHIRE HATHAWAY INC DELBRK-A8,098$4.1M0.97%
28JANUS DETROIT STR TR47103U84577,047$3.9M0.94%
29JOHNSON & JOHNSONJNJ20,954$3.9M0.93%
30UNITED RENTALS INCURI4,048$3.9M0.92%
31BONDBLOXX ETF TRUST09789C84676,389$3.8M0.91%
32AMERICAN CENTY ETF TR02507288534,982$3.8M0.91%
33DOUBLELINE ETF TRUST25861R80874,454$3.8M0.91%
34EATON CORP PLCETN9,794$3.7M0.88%
35AMPHENOL CORP NEW03209510129,589$3.7M0.88%
36ABBOTT LABSABLZF26,536$3.6M0.85%
37LOWES COS INC54866110713,991$3.5M0.84%
38LAM RESEARCH CORPLRCX25,494$3.4M0.82%
39MCDONALDS CORPMCD11,213$3.4M0.81%
40BONDBLOXX ETF TRUST09789C81272,781$3.4M0.81%
41PALO ALTO NETWORKS INCPANW16,452$3.3M0.80%
42BONDBLOXX ETF TRUST09789C67166,145$3.3M0.80%
43TIDAL TRUST II88636J60052,882$3.3M0.78%
44INNOVATOR ETFS TRUSTINHD110,536$3.2M0.77%
45NETFLIX INCNFLX2,657$3.2M0.76%
46AMERICAN CENTY ETF TR02507270340,334$3.2M0.76%
47COCA COLA COKO47,856$3.2M0.76%
48SPDR INDEX SHS FDS78463X88974,152$3.2M0.76%
49BANK AMERICA CORP06050510459,316$3.1M0.73%
50INNOVATOR ETFS TRUSTINHD40,523$3.0M0.72%
51NEXTERA ENERGY INCNEE-PW38,523$2.9M0.70%
52QUANTA SVCS INC74762E1026,971$2.9M0.69%
53ETF SER SOLUTIONS26922A42027,157$2.8M0.68%
54J P MORGAN EXCHANGE TRADED F46654Q72442,468$2.8M0.66%
55PROCTER AND GAMBLE CO74271810917,706$2.7M0.65%
56COLUMBIA ETF TR I19761L70663,808$2.6M0.62%
57AMERICAN CENTY ETF TR02507260434,172$2.6M0.61%
58MARTIN MARIETTA MATLS INC5732841064,057$2.6M0.61%
59TARGET CORPTGT28,101$2.5M0.60%
60EXTRA SPACE STORAGE INCEXR17,391$2.5M0.59%
61SERVICENOW INCNOW2,624$2.4M0.58%
62ECOLAB INCECL8,687$2.4M0.57%
63VANECK BITCOIN ETFHODL73,424$2.4M0.57%
64PAYPAL HLDGS INCPYPL34,797$2.3M0.56%
65CONOCOPHILLIPSCOP24,580$2.3M0.56%
66STARBUCKS CORPSBUX26,928$2.3M0.54%
67BAKER HUGHES COMPANYBKR46,594$2.3M0.54%
68BOSTON SCIENTIFIC CORPBSX23,086$2.3M0.54%
69ISHARES TR4642872003,339$2.2M0.53%
70COSTCO WHSL CORP NEW22160K1052,328$2.2M0.52%
71WASTE CONNECTIONS INCWCN12,173$2.1M0.51%
72SYNOPSYS INCSNPS4,206$2.1M0.50%
73DEXCOM INCDXCM29,864$2.0M0.48%
74EQUINIX INCEQIX2,548$2.0M0.48%
75SSGA ACTIVE TR78470P62277,537$2.0M0.47%
76UBER TECHNOLOGIES INCUBER19,848$1.9M0.46%
77ZIMMER BIOMET HOLDINGS INCZBH19,455$1.9M0.46%
78JANUS DETROIT STR TR47103U85241,953$1.9M0.46%
79SPDR SERIES TRUST78468R66320,479$1.9M0.45%
80INVESCO EXCH TRADED FD TR IIIVZ7,566$1.9M0.45%
81SOUTHWEST AIRLS CO84474110856,972$1.8M0.43%
82INSULET CORPPODD5,817$1.8M0.43%
83ISHARES TR46428841415,358$1.6M0.39%
84J P MORGAN EXCHANGE TRADED F46641Q39913,489$1.6M0.39%
85AIM ETF PRODUCTS TRUST00888H55455,969$1.6M0.38%
86VERTEX PHARMACEUTICALS INCVRTX4,046$1.6M0.38%
87JAMES HARDIE INDS PLCG4253H10175,666$1.5M0.35%
88ROCKWELL AUTOMATION INCROK4,051$1.4M0.34%
89EXXON MOBIL CORPXOM12,531$1.4M0.34%
90SELECT SECTOR SPDR TR81369Y60526,179$1.4M0.34%
91ANGEL OAK FUNDS TRUST03463K75227,432$1.4M0.34%
92INVESCO ACTIVELY MANAGED EXCIVZ27,851$1.4M0.33%
93PRUDENTIAL FINL INCPUKPF12,119$1.3M0.30%
94ORACLE CORPORCL-PD4,334$1.2M0.29%
95WORLD GOLD TRGLDW15,826$1.2M0.29%
96RTX CORPORATIONRTX7,164$1.2M0.29%
97ALTRIA GROUP INCMO17,943$1.2M0.28%
98ABBVIE INCABBV5,048$1.2M0.28%
99L3HARRIS TECHNOLOGIES INCLHX3,813$1.2M0.28%
100WELLTOWER INCWELL6,387$1.1M0.27%
101NORTHROP GRUMMAN CORPNOC1,858$1.1M0.27%
102HOME DEPOT INCHD2,754$1.1M0.27%
103ALLSTATE CORPALL-PJ5,096$1.1M0.26%
104AMERICAN ELEC PWR CO INC0255371019,392$1.1M0.25%
105US BANCORP DELUSB-PS21,417$1.0M0.25%
106SMUCKER J M CO8326964059,514$1.0M0.25%
107SPDR SERIES TRUST78468R72122,577$1.0M0.25%
108KINDER MORGAN INC DELEP-PC35,431$1.0M0.24%
109PAPA JOHNS INTL INC69881310220,218$973,4970.23%
110CME GROUP INCCME3,580$967,2800.23%
111WELLS FARGO CO NEW94974610111,474$961,7510.23%
112DISNEY WALT CO2546871068,306$951,0370.23%
113GENERAL MLS INC37033410418,809$948,3500.23%
114MOSAIC CO NEWMOS27,295$946,5910.23%
115AT&T INCT-PC33,508$946,2660.23%
116AMGEN INCAMGN3,317$936,0820.22%
117INTERCONTINENTAL EXCHANGE IN45866F1045,468$921,2830.22%
118MOODYS CORPMCO1,885$898,1650.21%
119INVESCO QQQ TRIVZ1,496$898,1540.21%
120VANECK ETF TRUST92189H73024,598$887,4960.21%
121HONEYWELL INTL INC4385161064,211$886,4160.21%
122BALL CORPBALL17,206$867,5430.21%
123TEXAS INSTRS INC8825081044,705$864,4500.21%
124AVERY DENNISON CORPAVY5,329$864,2400.21%
125INTERNATIONAL BUSINESS MACHSINTR3,018$851,5590.20%
126PIMCO ETF TR72201R61915,993$828,4370.20%
127ACCENTURE PLC IRELANDACN3,277$808,1120.19%
128SPDR SERIES TRUST78464A64931,090$803,6770.19%
129ISHARES TR46428863814,721$796,2530.19%
130SPDR SERIES TRUST78464A67226,800$774,5200.19%
131SPDR SERIES TRUST78464A84712,939$739,9810.18%
132COHEN & STEERS ETF TRUST19249U30224,753$719,3020.17%
133PROSHARES TR74347B50812,830$694,3000.17%
134PFIZER INCPFE26,089$664,7480.16%
135FIRST TR EXCHANGE-TRADED FD33739Q40810,861$650,6630.16%
136SCHLUMBERGER LTDSLB18,874$648,6990.16%
137BOEING COBA-PA2,928$631,9500.15%
138J P MORGAN EXCHANGE TRADED F46641Q65411,704$597,3720.14%
139SMITH A O CORPAOS6,840$502,1240.12%
140VANECK ETF TRUST92189H2019,824$457,7980.11%
141EA SERIES TRUST02072L5653,759$428,0000.10%
142THERMO FISHER SCIENTIFIC INCTMO849$411,7820.10%
143M/I HOMES INCMHO2,754$397,7880.10%
144CITIGROUP INCC-PR3,919$397,7790.10%
145JEFFERIES FINL GROUP INC47233W1096,079$397,6880.10%
146NEOS ETF TRUST78433H5017,832$389,4310.09%
147AIM ETF PRODUCTS TRUST00888H82810,424$386,1240.09%
148ALPHABET INCGOOG1,541$374,6170.09%
149ILLINOIS TOOL WKS INC4523081091,431$373,1480.09%
150SPDR SERIES TRUST78464A66413,450$362,4780.09%
151KEYCORP49326710819,035$355,7640.09%
152ENERGY TRANSFER L PET-PI20,637$354,1310.08%
153OCCIDENTAL PETE CORP6745991057,417$350,4530.08%
154PIMCO ETF TR72201R8666,540$341,9110.08%
155HUNTINGTON INGALLS INDS INC4464131061,099$316,4130.08%
156ISHARES TR4642894381,154$315,7920.08%
157MCKESSON CORPMCK400$309,0160.07%
158CMS ENERGY CORPCMS-PC4,178$306,0800.07%
159ISHARES TR4642875074,638$302,6760.07%
160FIVE BELOW INCFIVE1,900$293,9300.07%
161ISHARES TR4642886465,408$286,7860.07%
162INNOVATOR ETFS TRUSTINHD14,005$286,6820.07%
163SPDR SERIES TRUST78468R1019,755$286,0170.07%
164DOUBLELINE ETF TRUST25861R3035,403$281,3880.07%
165INNOVATOR ETFS TRUSTINHD9,305$269,4220.06%
166EDISON INTL2810201074,643$256,6650.06%
167ASML HOLDING N VASMLF264$255,5760.06%
168ULTA BEAUTY INCULTA465$254,2390.06%
169ALEXANDRIA REAL ESTATE EQ IN0152711092,971$247,6030.06%
170WEATHERFORD INTL PLCG488331183,557$243,4060.06%
171VANECK ETF TRUST92189H4094,521$230,1190.06%
172EXPAND ENERGY CORPORATIONEXE2,162$229,6910.05%
173EAGLE MATLS INC26969P108980$228,3790.05%
174HEALTHEQUITY INCHQY2,404$227,8270.05%
175ON SEMICONDUCTOR CORPON4,598$226,7270.05%
176SYSCO CORPSYY2,730$224,7880.05%
177COLGATE PALMOLIVE COCL2,800$223,8320.05%
178LPL FINL HLDGS INC50212V100658$218,9100.05%
179DYNATRACE INCDT4,303$208,4800.05%
180FORTINET INCFTNT2,473$207,9300.05%
181DOLLAR GEN CORP NEW2566771052,001$206,8030.05%
182INVITATION HOMES INCINVH7,035$206,3370.05%
183GLOBAL PMTS INC37940X1022,471$205,2930.05%
184SAIA INCSAIA685$205,0620.05%
185PIMCO ETF TR72201R8744,009$202,7350.05%
186SNAP INCSNAP24,429$188,3480.05%