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Thomas Mason

Mason & Associates Inc

Assets Managed
$516.25M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-2.83%(2Q avg: 2.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mason & Associates Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Mason & Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 516.25M in assets, with a quarterly growth rate of -2.83% and a 2-quarter average growth rate of 2.09%. The portfolio is managed by Thomas Mason, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.97%
11.08%
$57.199M
164,995 shares@ $346.68 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Decreased -0.11%
7.6%
$39.231M
1.034M shares@ $37.95 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -2.97%
6.59%
$33.999M
493,520 shares@ $68.89 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 3.23%
4.32%
$22.3M
271,188 shares@ $82.23 avg price
HFXI
Nyli Ftse Int Eq Cur Neu-usd
Recent Activity
Increased 4.06%
4.15%
$21.387M
656,839 shares@ $32.56 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 1.31%
3.92%
$20.223M
55,784 shares@ $362.54 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.92%
3.53%
$18.174M
229,931 shares@ $79.05 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -5.36%
3.34%
$17.219M
340,899 shares@ $50.51 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 7.38%
3.03%
$15.636M
630,741 shares@ $24.79 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 2.12%
2.56%
$13.17M
122,126 shares@ $107.85 avg price

1-10 of 158