account_balance
Investment manager · 13F filer · SEC CIK 1917686
Mason & Associates Inc
Reported value$619Mas of Jun 30, 2026
Positions161 16 new, 13 sold out
Top 10 weight48.0%IWB alone is 11%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IWBiShares Tr
11.0%
RECSColumbia ETF Tr I
7.1%Trimmed −2%
DFUSDimensional ETF Trust
6.4%Trimmed −2%
SMHVaneck ETF Trust
4.2%Trimmed −30%
HFXINew York Life Investments Et
4.0%
AVDEAmerican Centy ETF Tr
3.9%
JAAAJanus Detroit STR Tr
3.0%Added +9%
VCSHVanguard Scottsdale FDS
3.0%
JQUAJ P Morgan Exchange Traded F
2.9%New
SJNKSPDR Series Trust
2.6%
AMDAdvanced Micro Devices Inc
2.3%Trimmed −14%
AVEMAmerican Centy ETF Tr
2.2%
IWBiShares Tr
11.0%
RECSColumbia ETF Tr I
7.1%Trimmed −2%
DFUS6.4%SMH4.2%HFXI4.0%AVDE3.9%JAAA3.0%VCSH3.0%JQUA2.9%SJNK2.6%AMD2.3%AVEM2.2%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
IWB iShares Tr 11.0% HeldRECS Columbia ETF Tr I 7.1% Trimmed −2%DFUS Dimensional ETF Trust 6.4% Trimmed −2%SMH Vaneck ETF Trust 4.2% Trimmed −30%HFXI New York Life Investments Et 4.0% HeldAVDE American Centy ETF Tr 3.9% HeldJAAA Janus Detroit STR Tr 3.0% Added +9%VCSH Vanguard Scottsdale FDS 3.0% HeldJQUA J P Morgan Exchange Traded F 2.9% NewSJNK SPDR Series Trust 2.6% HeldAMD Advanced Micro Devices Inc 2.3% Trimmed −14%AVEM American Centy ETF Tr 2.2% Held
What changed