CIK 1917686
Mason & Associates Inc
Institutional 13F holdings & portfolio
Holdings
157
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 157
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |
| EMNT | PIMCO ETF TR | 13K | $1M+ | SH |
| CVSB | MORGAN STANLEY ETF TRUST | 25K | $1M+ | SH |
| SLF | SUN LIFE FINANCIAL INC. | 20K | $1M+ | SH |
| CVBF | CVB FINL CORP | 66K | $1M+ | SH |
| ALL | ALLSTATE CORP | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| DIS | DISNEY WALT CO | 10K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| LLY | ELI LILLY & CO | 943 | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 92K | $500K+ | SH |
| SNPE | DBX ETF TR | 15K | $500K+ | SH |
| AVSE | AMERICAN CENTY ETF TR | 14K | $500K+ | SH |
| AFRM | AFFIRM HLDGS INC | 12K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 34K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| RAFE | PIMCO EQUITY SER | 20K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 10K | $500K+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| ESML | ISHARES TR | 18K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 9K | $500K+ | SH |
| EAGG | ISHARES TR | 16K | $500K+ | SH |
| OSCR | OSCAR HEALTH INC | 54K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| IWX | ISHARES TR | 8K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 11K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| VST | VISTRA CORP | 4K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 8K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 988 | $500K+ | SH |