S.A. Mason LLC: 13F holdings
CIK 18009112026Q2
| Positions | 282 |
|---|
| Reported value | $325.5m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 282 (+16 vs prior quarter) |
|---|
| Reported value | $325.5m (+22.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA Corp | 80,433 | $16.1m | 4.9% |
| Vanguard Short Duration Tax-Exm Bd ETF | 163,888 | $12.6m | 3.9% |
| VOO Vanguard S&P 500 ETF | 15,737 | $10.8m | 3.3% |
| VTI Vanguard Total Stock Market ETF | 28,227 | $10.4m | 3.2% |
| IVV iShares Core S&P 500 ETF | 13,540 | $10.1m | 3.1% |
| VTES Vanguard Short-Term Tax-Exmpt Bd ETF | 92,425 | $9.4m | 2.9% |
| VB Vanguard Small-Cap ETF | 25,765 | $7.8m | 2.4% |
| VO Vanguard Mid-Cap ETF | 94,023 | $7.6m | 2.3% |
| AAPL Apple Inc | 23,361 | $6.8m | 2.1% |
| SPY SPDR S&P 500 ETF Trust | 8,826 | $6.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800911")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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