Mason & Associates, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
43
Quarter
2025 Q4
Top Holding
VV (30.5%)
Top 10 Concentration
91.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 43
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VV
VANGUARD INDEX ...
ETF 30.52% 33.79% #1
Prev: #1
10.0 -45,304 -9.6%
P
S
426,437 $134,242,367 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 29.96% 28.28% #2
Prev: #2
10.0 395,303 16.2%
P
S
2,831,120 $131,760,325 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PYLD
PIMCO ETF TR
ETF 5.85% 5.37% #3 2
Prev: #5
4.4 157,825 19.6%
P
S
963,823 $25,714,797 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 5.32% 5.38% #4
Prev: #4
2.1 -8,688 -2.2%
P
S
384,460 $23,379,013 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 5.06% 5.65% #5 2
Prev: #3
2.0 -3,658 -4.5%
P
S
76,753 $22,275,255 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 4.04% 4.09% #6
Prev: #6
1.6 -2,310 -0.6%
P
S
400,124 $17,769,507 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IAGG
ISHARES TR
Bond/Debt 3.99% 3.84% #7
Prev: #7
3.6 51,263 17.1%
P
S
350,806 $17,543,808 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 2.74% 2.93% #8
Prev: #8
1.1 -2,548 -5.2%
P
S
46,741 $12,056,841 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AMERICAN CENTY ...
Bond/Debt 2.60% #9
Prev: #—
3.0 139,013 no change
NEW
139,013 $11,443,550 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPEM
SPDR INDEX SHS ...
ETF 1.35% 1.40% #10 1
Prev: #9
0.5 -2,993 -2.3%
P
S
127,249 $5,956,526 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.99% 1.04% #11 1
Prev: #10
0.4 -2,425 -6.4%
P
S
35,296 $4,350,585 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.88% 0.91% #12 1
Prev: #13
0.4 -168 -2.9%
P
S
5,661 $3,877,445 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.86% 0.92% #13 1
Prev: #12
0.4 -359 -6.1%
P
S
5,558 $3,790,112 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.80% 0.93% #14 3
Prev: #11
0.3 -5,996 -7.9%
P
S
69,689 $3,504,660 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWL
ISHARES TR
ETF 0.70% 0.73% #15 1
Prev: #14
0.3 -921 -4.9%
P
S
18,065 $3,082,431 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 0.58% 0.62% #16 1
Prev: #15
0.2 -6,131 -5.9%
P
S
97,031 $2,545,123 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.46% 0.38% #17 1
Prev: #18
0.2 -6 -0.1%
P
S
7,386 $2,007,958 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWY
ISHARES TR
ETF 0.44% 0.46% #18 1
Prev: #17
0.2 -446 -6.0%
P
S
6,983 $1,933,872 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MINO
PIMCO ETF TR
ETF 0.44% 0.51% #19 3
Prev: #16
0.2 -3,934 -8.5%
P
S
42,296 $1,916,855 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 0.32% 0.35% #20 1
Prev: #19
0.2 -549 -7.7%
P
S
6,614 $1,402,631 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
D
DOMINION ENERGY...
Utilities 0.27% 0.25% #21
Prev: #21
2.1 2,380 13.4%
P
S
20,192 $1,183,050 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWR
ISHARES TR
ETF 0.22% 0.26% #22 2
Prev: #20
0.1 -1,064 -9.4%
P
S
10,272 $988,885 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 0.16% 0.17% #23 1
Prev: #22
0.1 -2,798 -9.8%
P
S
25,671 $690,807 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.14% 0.16% #24
Prev: #24
0.1 -165 -8.0%
P
S
1,899 $636,677 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 0.14% 0.14% #25
Prev: #25
0.1 -1 -0.1%
P
S
1,231 $600,556 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AOM
ISHARES TR
ETF 0.00% 0.10%
Sold All 😨
(Was: #30)
0.3 -8,271 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
VANGUARD INTL E...
ETF 0.00% 0.07%
Sold All 😨
(Was: #36)
0.3 -2,085 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AOR
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #38)
0.3 -3,421 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #40)
0.3 -959 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 43 holdings

Unlock Full Mason & Associates, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics