How many stocks does MATHER GROUP, LLC. own?

As of Q4 2025, MATHER GROUP, LLC. holds 632 positions in their 13F portfolio.

What is MATHER GROUP, LLC.'s largest holding?

SCHG at 14.0% of portfolio, worth $1.4B.

What is MATHER GROUP, LLC.'s total portfolio value?

$9.7B as of Q4 2025, tracked across 632 holdings.

Is MATHER GROUP, LLC. a hedge fund?

MATHER GROUP, LLC. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does MATHER GROUP, LLC. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has MATHER GROUP, LLC.'s portfolio changed in Q4 2025?

View MATHER GROUP, LLC.'s latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is MATHER GROUP, LLC.'s investment strategy?

MATHER GROUP, LLC. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

MATHER GROUP, LLC. Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

MATHER GROUP, LLC.

Institutional investor · Portfolio as of Q4 2025

Below Average(2.0 / 5.0)

$9.7B

AUM

632

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

MATHER GROUP, LLC. manages $9.7B across 632 positions as of Q4 2025. Top holdings: SCHG (14.0%), SCHV (10.7%), VGK (7.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.

Q4 2025 Summary

Active quarter - 4 new positions, 1080 exits, 347 increased. Top move: SCHV (INCREASED, conviction 64). Portfolio: $9.7B across 632 positions.

Portfolio Allocation

Top holdings by portfolio weight

SCHG14.04%

SCHV10.71%

VGK7.49%

VPL5.57%

DFAE4.08%

VMBS3.41%

SPTI3.36%

BIV2.83%

VUG2.45%

DISV2.30%

Other2.29%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SAN14Q held

Banco Santander, S.A. Sponsored

Avg $2.14 · $785,764 est. P&L

Est. P&L

+415.32%

STX12Q held

Seagate Technology Holdings PLC

Avg $70.79 · $2.1M est. P&L

Est. P&L

+405.18%

HWM13Q held

Howmet Aerospace Inc.

Avg $51.37 · $1.5M est. P&L

Est. P&L

+403.83%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 640

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SCHGETF Schwab U.S. Large-Cap Growth ET	41.8M	$1.4B	14.0%	—	$25.24	+21.40%	28 qtrssince 2019-Q1	Decreased 0
SCHVETF Schwab U.S. Large-Cap Value ETF	35.1M	$1B	10.7%	—	$23.69	+33.99%	28 qtrssince 2019-Q1	Increased 64
VGKETF Vanguard FTSEEuropean ETF	8.7M	$727M	7.5%	—	$68.98	+24.12%	28 qtrssince 2019-Q1	Increased 63
VPLETF Vanguard FTSE Pacific ETF	6M	$541.3M	5.6%	—	$64.14	+58.74%	28 qtrssince 2019-Q1	Increased 61
DFAEETF Dimensional Emerging Core Equit	12.2M	$396.3M	4.1%	—	$26.22	+32.97%	19 qtrssince 2021-Q2	Increased 57
VMBSETF Vanguard Mortgage-Backed Securi	7M	$330.7M	3.4%	—	$45.04	+5.22%	28 qtrssince 2019-Q1	Increased 59
SPTIETF State Street SPDR Portfolio Int	11.3M	$326.4M	3.4%	—	$27.40	+5.76%	17 qtrssince 2021-Q4	Increased 60
BIVETF Vanguard Intermediate-Term Bond	3.5M	$274.5M	2.8%	—	$69.71	+12.38%	21 qtrssince 2020-Q4	Increased 56
VUGETF Vanguard Growth ETF	487,825	$238M	2.5%	—	$229.05	+100.55%	28 qtrssince 2019-Q1	Decreased 0
DISVETF Dimensional International Small	5.9M	$223.1M	2.3%	—	$32.46	+26.60%	8 qtrssince 2024-Q1	Increased 52
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