Mason & Associates, LLC - Portfolio overview

Mason & Associates, LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 30.55%
2. VV - VANGUARD INDEX FDS, 29.28%
3. PYLD - PIMCO ETF TR, 5.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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