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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 434,857.0 $149.6M 31.12% +8K +2.0% $343.91 +2.3%
2 IUSB ISHARES TR 2,945,948.0 $136.0M 28.29% +115K +4.1% $46.15 -1.4%
3 PYLD PIMCO ETF TR 1,026,348.0 $27.2M 5.66% +63K +6.5% $26.52 -1.2%
4 DYNF BLACKROCK ETF TRUST 386,862.0 $26.3M 5.47% +2K +0.6% $68.01 +1.2%
5 VO VANGUARD INDEX FDS 320,768.0 $25.8M 5.38% +244K +317.9% $80.57 +2.8%
6 SPDW SPDR INDEX SHS FDS 388,895.0 $19.6M 4.08% -11K -2.8% $50.39 +2.8%
7 IAGG ISHARES TR 373,233.0 $18.9M 3.93% +22K +6.4% $50.60 -1.6%
8 VB VANGUARD INDEX FDS 46,209.0 $14.0M 2.92% -532.0 -1.1% $303.12 -0.1%
9 AVDE AMERICAN CENTY ETF TR 135,191.0 $12.1M 2.51% -4K -2.8% $89.20 +5.4%
10 SPEM SPDR INDEX SHS FDS 127,423.0 $6.6M 1.37% $51.78 +0.4%
11 IVW ISHARES TR 33,204.0 $4.6M 0.95% -2K -5.9% $137.53 +0.3%
12 VTEB VANGUARD MUN BD FDS 85,539.0 $4.3M 0.90% +16K +22.7% $50.58 -2.1%
13 IVV ISHARES TR 5,735.0 $4.3M 0.89% +74.0 +1.3% $748.89 +2.4%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,496.0 $4.1M 0.85% -62.0 -1.1% $746.77 +2.2%
15 IWL ISHARES TR 17,841.0 $3.3M 0.69% -224.0 -1.2% $184.95 +2.1%
16 SCHB SCHWAB STRATEGIC TR 97,033.0 $2.8M 0.58% $28.96 +1.9%
17 MINO PIMCO ETF TR 54,508.0 $2.5M 0.52% +12K +28.9% $45.76 -2.3%
18 AAPL APPLE INC Technology 7,386.0 $2.1M 0.45% $289.36 +7.3%
19 IWY ISHARES TR 6,933.0 $2.0M 0.42% -50.0 -0.7% $290.62 -2.7%
20 IVE ISHARES TR 6,404.0 $1.5M 0.30% -210.0 -3.2% $227.06 +4.7%
Page 1 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%