MAMATHER GROUP, LLC.
Institutional investor · Portfolio as of Q3 2026
Top Holdings2,251 positions
VANGUARD INDEX FDS | 16.6M | $1.5B | 12.7% | $77.96 | +15.16% | 31 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INDEX FDS | 5.4M | $1.2B | 9.9% | $192.96 | +15.55% | 31 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INTL EQUITY INDEX F | 9M | $780.4M | 6.6% | $68.28 | +27.73% | 31 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INTL EQUITY INDEX F | 6.4M | $738M | 6.3% | $67.67 | +62.96% | 31 qtrssince 2019-Q1 | Increased 64 |
DIMENSIONAL ETF TRUST | 13M | $510.8M | 4.3% | $26.69 | +41.89% | 22 qtrssince 2021-Q2 | Increased 60 |
VANGUARD SCOTTSDALE FDS | 9.5M | $420.5M | 3.6% | $44.28 | +1.47% | 31 qtrssince 2019-Q1 | Increased 64 |
SPDR SERIES TRUST | 13.3M | $363.4M | 3.1% | $26.83 | +2.36% | 20 qtrssince 2021-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 9.9M | $353.9M | 3.0% | $15.77 | +127.91% | 31 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 7.7M | $257.2M | 2.2% | $19.71 | +73.34% | 31 qtrssince 2019-Q1 | Decreased 0 |
| 6.7M | $250.9M | 2.1% | — | — | — | New 80 | |
ISHARES TR | 2.3M | $240.2M | 2.0% | $107.39 | -1.95% | 3 qtrssince 2026-Q1 | Increased 66 |
VANGUARD SCOTTSDALE FDS | 3.1M | $236.5M | 2.0% | $70.97 | +9.18% | 31 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 677,384 | $228.8M | 1.9% | $221.96 | +50.94% | 31 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 5M | $216.2M | 1.8% | $31.88 | +34.07% | 11 qtrssince 2024-Q1 | Decreased 0 |
FIDELITY MERRIMACK STR TR | 4.1M | $177.4M | 1.5% | $42.75 | +2.53% | 16 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.9M | $171.2M | 1.5% | $97.62 | -3.69% | 3 qtrssince 2026-Q1 | Increased 57 |
VANGUARD INDEX FDS | 624,611 | $144.3M | 1.2% | $110.64 | +114.43% | 31 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.6M | $127.2M | 1.1% | $44.17 | +11.68% | 17 qtrssince 2022-Q3 | Increased 48 |
VANGUARD INDEX FDS | 288,763 | $108.1M | 0.9% | $297.41 | +27.24% | 31 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 316,271 | $105.3M | 0.9% | $240.62 | +42.13% | 19 qtrssince 2022-Q1 | Increased 52 |
MATHER GROUP, LLC. manages $11.8B across 2251 positions as of Q3 2026. Top holdings: VUG (12.7%), VTV (9.9%), VGK (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 422 new positions, 75 exits, 952 increased. Top move: VUG (INCREASED, conviction 68). Portfolio: $11.8B across 2251 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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