Arkolith/Funds/Mason & Associates Inc

Mason & Associates Inc

CIK 1917686
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Mason & Associates Inc holds a focused book of 161 reported positions worth $619.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened JPMorgan US Quality Factor and trimmed Columbia Resear Enh Cor ETF. Their largest long position is Ishares Russell 1000 ETF at 11% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
48%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

24% mapped to company sectors

ETFs / funds
75%
Information Technology
13%
Financials
5%
Consumer Discretionary
3%
Health Care
1%
Industrials
1%

+7 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mason & Associates Inc

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management8 / 80$160.9M
Prospect Hill Management, LLC9 / 80$242.1M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC10 / 80$175.0M
H&H International Investment, LLC9 / 80$16.5B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M
Emerald Advisors, LLC22 / 80$631.2M
Hoey Investments, Inc33 / 80$610.1M

Ranked by the share of each fund's own book sitting in the names it shares with Mason & Associates Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

161 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 ETF
$68.0M166.1K
11.0%
+0.7%
Added · +1K sh
2Columbia ETF TR I
RESH ENHNC COR
$43.6M1.01M
7.1%
−2.4%
Reduced · −25K sh
3Dimensional ETF Trust
US EQUI MARK ETF
$39.5M481.5K
6.4%
−2.4%
Reduced · −12K sh
4Vaneck ETF Trust
SEMICONDUCTR ETF
$25.7M39.2K
4.2%
−30%
Reduced · −17K sh
5New York Life Investments Et
FTSE INTL EQTY C
$24.9M653.5K
4.0%
−0.5%
Reduced · −3K sh
6American Centy ETF TR
INTL EQT ETF
$24.3M272.6K
3.9%
+0.5%
Added · +1K sh
7Janus Detroit STR TR
HENDRSON AAA CL
$18.8M372.6K
3.0%
+9.3%
Added · +32K sh
8Vanguard Scottsdale FDS
SHRT TRM CORP BD
$18.3M231.6K
3.0%
+0.7%
Added · +2K sh
9J P Morgan Exchange Traded F
US QUALTY FCTR
$17.9M247.1K
2.9%
New
New position
10SPDR Series Trust
ST TERM HIGH ETF
$15.9M634.7K
2.6%
+0.6%
Added · +4K sh
11Advanced Micro Devices Inc
COM
$14.2M24.4K
2.3%
−14%
Reduced · −4K sh
12American Centy ETF TR
AVANTIS EMGMKT
$13.7M142.0K
2.2%
+1.3%
Added · +2K sh
13Angel Oak Funds Trust
OAK ULTRASHORT
$13.7M268.5K
2.2%
+456%
Added · +220K sh
14Goldman Sachs ETF TR
S&P 500 PREMIUM
$12.5M224.3K
2.0%
−2.2%
Reduced · −5K sh
15Apple Inc
COM
$12.4M42.9K
2.0%
+2.0%
Added · +830 sh
16Wisdomtree TR
FLOATNG RAT TREA
$12.0M238.6K
1.9%
+50%
Added · +80K sh
17Nvidia Corporation
COM
$11.6M58.1K
1.9%
−1.4%
Reduced · −805 sh
18Vanguard World FD
COMM SRVC ETF
$10.8M58.5K
1.7%
+0.1%
Added · +85 sh
19Global X FDS
GLOBAL X URANIUM
$10.4M237.7K
1.7%
−1.9%
Reduced · −5K sh
20Graniteshares Gold TR
SHS BEN INT
$8.2M206.3K
1.3%
+6.9%
Added · +13K sh
21Tesla Inc
COM
$7.9M18.8K
1.3%
+1.1%
Added · +209 sh
22Berkshire Hathaway Inc Del
CL B NEW
$6.9M13.8K
1.1%
+1.1%
Added · +157 sh
23Vanguard Index FDS
MID CAP ETF
$6.8M84.2K
1.1%
+300%
Added · +63K sh
24Microsoft Corp
COM
$6.7M18.1K
1.1%
+3.6%
Added · +626 sh
25J P Morgan Exchange Traded F
ULTRA SHRT ETF
$6.7M131.8K
1.1%
New
New position
26ALPS ETF TR
OSHARES US SMLCP
$6.6M138.6K
1.1%
+0.5%
Added · +720 sh
27Alphabet Inc
CAP STK CL A
$6.6M18.4K
1.1%
−8.7%
Reduced · −2K sh
28Goldman Sachs ETF TR
NASDA 100 ETF
$6.3M105.4K
1.0%
+2.3%
Added · +2K sh
29BlackRock Esg Cap Allc Term
SHS BEN INT
$5.6M357.6K
0.9%
+7.6%
Added · +25K sh
30Vicor Corp
COM
$5.6M14.7K
0.9%
−17%
Reduced · −3K sh
31Columbia ETF TR II
EM CORE EX ETF
$4.7M89.5K
0.8%
−2.5%
Reduced · −2K sh
32Amazon Com Inc
COM
$4.5M18.7K
0.7%
−0.6%
Reduced · −117 sh
33Invesco Exchange Traded FD T
S&P MDCP QUALITY
$3.8M34.0K
0.6%
+0.6%
Added · +219 sh
34Dimensional ETF Trust
US SMALL CAP ETF
$3.8M45.8K
0.6%
−1.6%
Reduced · −754 sh
35Alphabet Inc
CAP STK CL C
$3.7M10.4K
0.6%
−0.8%
Reduced · −90 sh
36First TR Exchange Traded FD
SMID RISNG ETF
$3.6M83.5K
0.6%
+2.3%
Added · +2K sh
37Palantir Technologies Inc
CL A
$3.6M30.6K
0.6%
−2.2%
Reduced · −679 sh
38Broadcom Inc
COM
$3.4M9.0K
0.5%
+8.3%
Added · +693 sh
39Meta Platforms Inc
CL A
$3.3M5.9K
0.5%
+1.7%
Added · +99 sh
40Advisorshares TR
ADVISORSHS ETF
$3.3M48.2K
0.5%
−0.4%
Reduced · −198 sh
41Goldman Sachs ETF TR
ACTIVEBETA US LG
$3.3M23.0K
0.5%
+0.6%
Added · +143 sh
42Pacer FDS TR
US LRG CP CASH
$3.0M74.0K
0.5%
−17%
Reduced · −15K sh
43Crowdstrike Hldgs Inc
CL A
$2.9M3.8K
0.5%
−24%
Reduced · −1K sh
44ASML Hldg NV
N Y REGISTRY SHS
$2.9M1.4K
0.5%
−1.2%
Reduced · −18 sh
45Ishares U S ETF TR
IT RT HDG HGYL
$2.7M31.2K
0.4%
~0%
Added · +7 sh
46JPMorgan Chase & Co
COM
$2.5M7.7K
0.4%
−0.9%
Reduced · −71 sh
47SPDR Gold TR
GOLD SHS
$2.4M6.6K
0.4%
~0%
Reduced · −3 sh
48American Centy ETF TR
AVAN RE INTL ETF
$2.2M27.2K
0.4%
−5.3%
Reduced · −2K sh
49Corning Inc
COM
$2.0M7.7K
0.3%
+28%
Added · +2K sh
50Exxon Mobil Corp
COM
$1.9M13.6K
0.3%
−3.9%
Reduced · −555 sh
Showing 50 of 161 positions
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Filing history

As-of date vs the date the SEC received each filing

$619.0M · Q2 2026Q3 2024 · $400.8MQ2 2026 · $619.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d161$619.0M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202630d160$516.3M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d157$531.3M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d133$496.5M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d120$433.2M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d113$402.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202514d105$425.0M13F-HR
Q3 2024Sep 30, 2024Oct 23, 202423d109$400.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.