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Stuart Evans

Mather Group, Llc.

Assets Managed
$10.024B
Holdings
1887
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
3.23%(2Q avg: 0.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mather Group, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1887 positions.

Assets under management

The assets under management (AUM) of Mather Group, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.024B in assets, with a quarterly growth rate of 3.23% and a 2-quarter average growth rate of 0.63%. The portfolio is managed by Stuart Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 4.12%
12.65%
$1.268B
43.529M shares@ $29.13 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.61%
10.76%
$1.078B
35.341M shares@ $30.51 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 0.64%
7.2%
$721.326M
8.751M shares@ $82.43 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Decreased -1.1%
5.78%
$578.731M
5.922M shares@ $97.73 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -0.64%
4.09%
$409.288M
12.088M shares@ $33.86 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 4.15%
3.43%
$343.476M
7.316M shares@ $46.95 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 5.11%
3.41%
$340.911M
11.895M shares@ $28.66 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.98%
2.85%
$285.602M
3.7M shares@ $77.18 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -0.73%
2.3%
$230.136M
6.568M shares@ $35.04 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.88%
2.27%
$226.776M
1.156M shares@ $196.21 avg price

1-10 of 1887