Mason & Associates Inc Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$531.3M

Holdings

157

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (157 positions)

StockValue
IWBISHARES TR
$62.2M
RECSCOLUMBIA ETF TR I
$42.3M
DFUSDIMENSIONAL ETF TRUST
$37.7M
AVDEAMERICAN CENTY ETF TR
$21.6M
HFXINEW YORK LIFE INVESTMENTS ET
$20.5M
SMHVANECK ETF TRUST
$19.8M
JAAAJANUS DETROIT STR TR
$18.2M
VCSHVANGUARD SCOTTSDALE FDS
$17.8M
SJNKSPDR SERIES TRUST
$14.9M
KLMNINVESCO EXCH TRADED FD TR II
$14.3M
GPIXGOLDMAN SACHS ETF TR
$11.9M
AAPLAPPLE INC
$11.1M
NVDANVIDIA CORPORATION
$11.0M
VOXVANGUARD WORLD FD
$10.9M
USFRWISDOMTREE TR
$10.3M
AVEMAMERICAN CENTY ETF TR
$10.1M
COWGPACER FDS TR
$8.8M
TSLATESLA INC
$8.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.4M
MSFTMICROSOFT CORP
$7.4M
BARGRANITESHARES GOLD TR
$7.3M
GOOGLALPHABET INC
$6.1M
VOVANGUARD INDEX FDS
$5.8M
OUSMALPS ETF TR
$5.7M
AMDADVANCED MICRO DEVICES INC
$5.6M
PLTRPALANTIR TECHNOLOGIES INC
$5.6M
GPIQGOLDMAN SACHS ETF TR
$5.6M
ECATBLACKROCK ESG CAP ALLC TERM
$5.3M
AMZNAMAZON COM INC
$4.4M
METAMETA PLATFORMS INC
$3.5M
XCEMCOLUMBIA ETF TR II
$3.4M
GOOGALPHABET INC
$3.3M
XMHQINVESCO EXCHANGE TRADED FD T
$3.2M
CWSADVISORSHARES TR
$3.1M
DFASDIMENSIONAL ETF TRUST
$3.0M
SDVYFIRST TR EXCHANGE-TRADED FD
$3.0M
GSLCGOLDMAN SACHS ETF TR
$3.0M
HYGHISHARES U S ETF TR
$2.8M
JPMJPMORGAN CHASE & CO.
$2.7M
GQ9SPDR GOLD TR
$2.5M
AVGOBROADCOM INC
$2.5M
CRWDCROWDSTRIKE HLDGS INC
$2.3M
VTIVANGUARD INDEX FDS
$2.0M
AVSDAMERICAN CENTY ETF TR
$1.9M
BITBBITWISE BITCOIN ETF TR
$1.9M
CSHINEOS ETF TRUST
$1.8M
XOMEXXON MOBIL CORP
$1.8M
OZBELPOINTE PREP LLC
$1.7M
ASMLASML HOLDING N V
$1.6M
NLYANNALY CAPITAL MANAGEMENT IN
$1.5M
DFSUDIMENSIONAL ETF TRUST
$1.4M
EMNTPIMCO ETF TR
$1.3M
CVSBMORGAN STANLEY ETF TRUST
$1.3M
LIESUN LIFE FINANCIAL INC.
$1.3M
CVBFCVB FINL CORP
$1.2M
ALSALLSTATE CORP
$1.2M
SPYSPDR S&P 500 ETF TR
$1.1M
DISDISNEY WALT CO
$1.1M
SHWSHERWIN WILLIAMS CO
$1.0M
BACBANK AMERICA CORP
$1.0M
COSTCOSTCO WHSL CORP NEW
$1.0M
LLYELI LILLY & CO
$1.0M
UNHUNITEDHEALTH GROUP INC
$983K
VGSRMANAGER DIRECTED PORTFOLIOS
$959K
SNPEDBX ETF TR
$932K
AVSEAMERICAN CENTY ETF TR
$902K
AFRMAFFIRM HLDGS INC
$901K
SCHBSCHWAB STRATEGIC TR
$895K
XLKSELECT SECTOR SPDR TR
$869K
RAFEPIMCO EQUITY SER
$830K
SBUXSTARBUCKS CORP
$828K
DFSBDIMENSIONAL ETF TRUST
$822K
ESMLISHARES TR
$814K
IWVISHARES TR
$810K
ABBVABBVIE INC
$795K
EWEDWARDS LIFESCIENCES CORP
$785K
EAGGISHARES TR
$784K
OSCROSCAR HEALTH INC
$779K
NOCNORTHROP GRUMMAN CORP
$774K
IWXISHARES TR
$773K
AMGNAMGEN INC
$736K
CVMCMORGAN STANLEY ETF TRUST
$713K
NOWSERVICENOW INC
$701K
VVISA INC
$692K
HDHOME DEPOT INC
$688K
VOOVANGUARD INDEX FDS
$686K
VIGVANGUARD SPECIALIZED FUNDS
$685K
GRIDFIRST TR EXCHANGE TRADED FD
$677K
VSTVISTRA CORP
$669K
VRTVERTIV HOLDINGS CO
$667K
CAHCARDINAL HEALTH INC
$665K
CLCOLGATE PALMOLIVE CO
$659K
AXONAXON ENTERPRISE INC
$656K
ORCLORACLE CORP
$614K
VUGVANGUARD INDEX FDS
$604K
SCHWSCHWAB CHARLES CORP
$584K
XLESELECT SECTOR SPDR TR
$582K
DWDMORGAN STANLEY
$576K
PANWPALO ALTO NETWORKS INC
$565K
MAMASTERCARD INCORPORATED
$564K
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