S.A. Mason LLC - Portfolio overview

S.A. Mason LLC has 282 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA Corp, 5.06%
2. VTI - Vanguard Total Stock Market ETF, 3.33%
3. VSDM - Vanguard Short Duration Tax-Exm Bd ETF, 3.31%

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

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