Mason & Associates, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    newport news, VA
  • CIK
    0001895045
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

41

$398.25 M
VV, IUSB, VO, DYNF
13F-HR
Jul 30, 2025
000175496025000508

39

$347.13 M
IUSB, VV, VO, IAGG
13F-HR
Apr 11, 2025
000175496025000175

39

$334.81 M
VV, IUSB, VO, IAGG
13F-HR
Jan 15, 2025
000175496025000031

37

$326.83 M
IUSB, VV, VO, IAGG
13F-HR
Oct 15, 2024
000175496024000500

36

$304.59 M
IUSB, VV, VO, IAGG
13F-HR
Jul 16, 2024
000175496024000250

80

$131.29 M
SPY, IRM, NDQ, ARCC
13F-HR
Apr 26, 2024
000175496024000185