Matson Money. Inc.
MASON, OH · CIK 1672512 · 13F filing filed 2026-07-17
SEC-registered investment adviser since 1991 · corporation
- Assets managed$24.3bn
- Staff69 · 9 in investment roles
- Main clients (by assets)Mutual funds and ETFs 50%, High net worth individuals 26%, Individuals 22%
- Form ADV · 2026-05-15SEC adviser record
- Kindmutual funds
- Others nearbyMason, OH, Scottsdale, AZ
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Mason, OH (main office)United States | about 4 |
| Scottsdale, AZUnited States | 5 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
$3.6bn
reported value
+10.1% vs Q1 2026
9positions
100.0%in top 10
0 new
5 added
3 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ISHARES TR IGSB | $813.1m22.65% | Added +616.2k |
| ISHARES TR IVV | $554.5m15.44% | Added +19.6k |
| ISHARES TR IAGG | $509.7m14.20% | Added +308.6k |
| ISHARES TR VLUE | $456.8m12.72% | Reduced -169.7k |
| DIMENSIONAL ETF TRUST DFIS | $417.5m11.63% | Unchanged |
| ISHARES INC IEMG | $247.9m6.91% | Reduced -84.5k |
| ISHARES TR IEFA | $217.5m6.06% | Reduced -639 |
| ISHARES TR IGIB | $203.4m5.66% | Added +162.0k |
| DIMENSIONAL ETF TRUST DFIP | $169.9m4.73% | Added +216.8k |