Mason & Associates, LLC Portfolio Holdings

Mason & Associates, LLC

  • $398 Billion
  • Q2 2025

Mason & Associates, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $398 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $135B, Ishares Core Total Usd Bond Ma with a value of $113B, Vanguard Mid Cap ETF with a value of $22.5B, Blackrock ETF Tr U S Equity Fa with a value of $21.4B, and Pimco ETF Tr with a value of $21.4B.

Examining the 13F form we can see an increase of $51.1B in the current position value, from $347B to 398B.

Mason & Associates, LLC is based out at Newport News, VA

Below you can find more details about Mason & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $398 Billion
ETFs: $372 Billion
Technology: $2 Billion
Utilities: $1.36 Billion
Industrials: $811 Million
Financial Services: $574 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $398 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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