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S.A. Mason LLC

Q4 2025 13F Holdings

  • Location
    holland, MI
  • Num holdings

    260

  • Value ($000)

    $252,913

  • Date Filed
    01/29/2026
  • Form type
    13F-HR
  • CIK
    0001800911
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA Corp

COM
67066G104
$15.2M
6 %

81,525

V
VTI

Vanguard Total Stock Market ETF

ETF
922908769
$9.42M
4 %

28,105

M
MSFT

Microsoft Corp

COM
594918104
$7.42M
3 %

15,346

I
IVV

iShares Core S&P 500 ETF

ETF
464287200
$7.33M
3 %

10,706

---

Vanguard Short Duration Tax-Exm Bd ETF

ETF
922907696
$6.39M
3 %

83,578

S
SPY

SPDR S&P 500 ETF Trust

ETF
78462F103
$6.08M
2 %

8,910

A
AAPL

Apple Inc

COM
037833100
$5.92M
2 %

21,771

V
VO

Vanguard Mid-Cap ETF

ETF
922908629
$5.85M
2 %

20,156

V
VOO

Vanguard S&P 500 ETF

ETF
922908363
$5.82M
2 %

9,283

V
VB

Vanguard Small-Cap ETF

ETF
922908751
$5.61M
2 %

21,735

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