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Portfolio (Quarterly) Guide ↗

Mason & Associates, LLC

· CIK 0001895045
13F Portfolio $481M AUM 45 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 13 Added 12 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 388,895.0 $19.6M 4.08% -11K -2.8% $50.39 +3.4%
2 VB VANGUARD INDEX FDS 46,209.0 $14.0M 2.92% -532.0 -1.1% $303.12 -0.1%
3 AVDE AMERICAN CENTY ETF TR 135,191.0 $12.1M 2.51% -4K -2.8% $89.20 +5.8%
4 IVW ISHARES TR 33,204.0 $4.6M 0.95% -2K -5.9% $137.53 +1.0%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,496.0 $4.1M 0.85% -62.0 -1.1% $746.77 +2.5%
6 IWL ISHARES TR 17,841.0 $3.3M 0.69% -224.0 -1.2% $184.95 +2.5%
7 IWY ISHARES TR 6,933.0 $2.0M 0.42% -50.0 -0.7% $290.62 -1.9%
8 IVE ISHARES TR 6,404.0 $1.5M 0.30% -210.0 -3.2% $227.06 +4.5%
9 IWR ISHARES TR 10,201.0 $1.1M 0.23% -71.0 -0.7% $110.32 +2.3%
10 MGC VANGUARD WORLD FD 1,774.0 $485K 0.10% -126.0 -6.6% $273.63 +2.5%
11 VTV VANGUARD INDEX FDS 2,030.0 $442K 0.09% -44.0 -2.1% $217.93 +3.8%
12 BERKSHIRE HATHAWAY INC DEL 623.0 $312K 0.07% -132.0 -17.5% $500.39

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.5%
Technology 21.5%
Utilities 21.4%
Industrials 9.6%
Consumer Cyclical 4.0%