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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 D DOMINION ENERGY INC Utilities 20,129.0 $1.4M 0.29% $68.29 -2.6%
22 IWR ISHARES TR 10,201.0 $1.1M 0.23% -71.0 -0.7% $110.32 +2.3%
23 VTI VANGUARD INDEX FDS 2,442.0 $904K 0.19% +543.0 +28.6% $370.04 +2.2%
24 DFAU DIMENSIONAL ETF TRUST 16,909.0 $874K 0.18% NEW $51.69 +2.6%
25 CSX CSX CORP Industrials 16,521.0 $785K 0.16% $47.53 +8.2%
26 SCHX SCHWAB STRATEGIC TR 25,569.0 $752K 0.16% $29.43 +2.6%
27 VUG VANGUARD INDEX FDS 8,592.0 $740K 0.15% +7K +598.0% $86.14 +1.6%
28 SO SOUTHERN CO Utilities 7,132.0 $683K 0.14% NEW $95.71 -5.9%
29 IWV ISHARES TR 1,462.0 $623K 0.13% $426.40 +2.4%
30 TFC TRUIST FINL CORP Financial Services 10,142.0 $505K 0.10% $49.82 +1.5%
31 MGC VANGUARD WORLD FD 1,774.0 $485K 0.10% -126.0 -6.6% $273.63 +2.5%
32 MCD MCDONALDS CORP Consumer Cyclical 1,649.0 $446K 0.09% NEW $270.31 +0.3%
33 VTV VANGUARD INDEX FDS 2,030.0 $442K 0.09% -44.0 -2.1% $217.93 +3.8%
34 IWP ISHARES TR 2,675.0 $392K 0.08% $146.41 -2.8%
35 MGK VANGUARD WORLD FD 4,275.0 $376K 0.08% +3K +400.0% $87.91 +1.2%
36 DUK DUKE ENERGY CORP NEW Utilities 2,672.0 $338K 0.07% $126.58 -3.9%
37 BERKSHIRE HATHAWAY INC DEL 623.0 $312K 0.07% -132.0 -17.5% $500.39
38 UPS UNITED PARCEL SVCS INC Industrials 2,690.0 $289K 0.06% $107.50 -2.7%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 932.0 $262K 0.06% $281.21 -17.7%
40 VOO VANGUARD INDEX FDS 362.0 $249K 0.05% +20.0 +5.8% $686.81 +2.5%
Page 2 of 3  ·  45 positions

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%