account_balance

Investment manager · 13F filer · SEC CIK 1800911

S.A. Mason LLC

Reported value$341Mas of Sep 30, 2026
Positions284 10 new, 8 sold out
Top 10 weight31.7%NVDA alone is 5%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 5.5% Held
VSDM Vanguard Short Duration Tax-Exm Bd ETF 3.9% Added +10%
VOO Vanguard S&P 500 ETF 3.6% Added +11%
VTI Vanguard Total Stock Market ETF 3.5% Added +11%
IVV iShares Core S&P 500 ETF 3.0% Held
VTES Vanguard Short-Term Tax-Exmpt Bd ETF 2.9% Added +9%
MSFT Microsoft Corp 2.5% Held
VO Vanguard Mid-Cap ETF 2.3% Added +4%
AAPL Apple Inc. 2.3% Held
VB Vanguard Small-Cap ETF 2.2% Added +3%
SPY SPDR S&P 500 ETF Trust 2.0% Held
VTEI Vanguard Intermediate-Term Tax-Exempt Bond ETF 1.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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