Mason & Associates Inc: 13F holdings

CIK 19176862026Q2

Positions161
Reported value$619.0m
Filed2026-07-23

Top 10 holdings

SecuritySharesValueWeight
IWB ISHARES TR166,139$68.0m11.0%
COLUMBIA ETF TR I1,008,482$43.6m7.1%
DFUS DIMENSIONAL ETF TRUST481,535$39.5m6.4%
SMH VANECK ETF TRUST39,237$25.7m4.2%
NEW YORK LIFE INVESTMENTS ET653,490$24.9m4.0%
AVDE AMERICAN CENTY ETF TR272,600$24.3m3.9%
JAAA JANUS DETROIT STR TR372,620$18.8m3.0%
VCSH VANGUARD SCOTTSDALE FDS231,559$18.3m3.0%
JQUA J P MORGAN EXCHANGE TRADED F247,077$17.9m2.9%
SJNK SPDR SERIES TRUST634,715$15.9m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1917686")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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