CIK 1800911
S.A. Mason LLC
Institutional 13F holdings & portfolio
Holdings
260
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 260
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 82K | $1M+ | SH |
| VTI | Vanguard Total Stock Market ETF | 28K | $1M+ | SH |
| MSFT | Microsoft Corp | 15K | $1M+ | SH |
| IVV | iShares Core S&P 500 ETF | 11K | $1M+ | SH |
| VSDM | Vanguard Short Duration Tax-Exm Bd ETF | 84K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF Trust | 9K | $1M+ | SH |
| AAPL | Apple Inc | 22K | $1M+ | SH |
| VO | Vanguard Mid-Cap ETF | 20K | $1M+ | SH |
| VOO | Vanguard S&P 500 ETF | 9K | $1M+ | SH |
| VB | Vanguard Small-Cap ETF | 22K | $1M+ | SH |
| VTEI | Vanguard Intermediate-Term Tax-Exempt Bond ETF | 43K | $1M+ | SH |
| COST | Costco Wholesale Corp | 5K | $1M+ | SH |
| PLTR | Palantir Technologies Inc | 22K | $1M+ | SH |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 46K | $1M+ | SH |
| GOOGL | Alphabet Inc | 11K | $1M+ | SH |
| INTU | Intuit Inc | 5K | $1M+ | SH |
| STRV | Strive 500 ETF | 73K | $1M+ | SH |
| AKRE | Akre Focus ETF | 45K | $1M+ | SH |
| ABBV | AbbVie Inc | 12K | $1M+ | SH |
| MA | Mastercard Inc | 5K | $1M+ | SH |
| VTES | Vanguard Short-Term Tax-Exmpt Bd ETF | 27K | $1M+ | SH |
| TJX | TJX Cos Inc/The | 17K | $1M+ | SH |
| GLD | SPDR Gold Shares | 7K | $1M+ | SH |
| GE | General Electric Co | 8K | $1M+ | SH |
| VV | Vanguard Large-Cap ETF | 7K | $1M+ | SH |
| LLY | Eli Lilly & Co | 2K | $1M+ | SH |
| AMGN | Amgen Inc | 6K | $1M+ | SH |
| SPMD | SPDR Portfolio S&P 400 Mid Cap | 35K | $1M+ | SH |
| PG | Procter & Gamble Co/The | 14K | $1M+ | SH |
| ORCL | Oracle Corp | 10K | $1M+ | SH |
| V | Visa Inc | 6K | $1M+ | SH |
| ORLY | O'Reilly Automotive Inc | 22K | $1M+ | SH |
| IWF | iShares Russell 1000 Growth ET | 4K | $1M+ | SH |
| PEP | PepsiCo Inc | 13K | $1M+ | SH |
| AXP | American Express Co | 5K | $1M+ | SH |
| SCHB | Schwab US Broad Market ETF | 67K | $1M+ | SH |
| GOOG | Alphabet Inc | 6K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc | 3K | $1M+ | SH |
| CVX | Chevron Corp | 11K | $1M+ | SH |
| VEA | Vanguard FTSE Developed Market | 26K | $1M+ | SH |
| JNJ | Johnson & Johnson | 8K | $1M+ | SH |
| MCD | McDonald's Corp | 5K | $1M+ | SH |
| META | Meta Platforms Inc | 2K | $1M+ | SH |
| MU | Micron Technology Inc | 5K | $1M+ | SH |
| ABT | Abbott Laboratories | 12K | $1M+ | SH |
| WMT | Walmart Inc | 13K | $1M+ | SH |
| SCHM | Schwab U.S. Mid-Cap ETF | 48K | $1M+ | SH |
| KMB | Kimberly-Clark Corp | 14K | $1M+ | SH |
| IAU | iShares Gold Trust | 17K | $1M+ | SH |
| QQQ | Invesco QQQ Trust Series 1 | 2K | $1M+ | SH |