Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
S.A. Mason LLC (CIK 1800911) reported $266.4M across 266 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($13.9M, 5.22%), VTI ($9.1M, 3.43%), VSDM ($9.1M, 3.41%), IVV ($8.3M, 3.11%), VOO ($7.3M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $13.9M | 5.22% | 79,671 | Trimmed |
| 2 | VTI | Vanguard Total Stock Market ETF | $9.1M | 3.43% | 28,481 | Added |
| 3 | VSDM | Vanguard Short Duration Tax-Exm Bd ETF | $9.1M | 3.41% | 119,047 | Added |
| 4 | IVV | iShares Core S&P 500 ETF | $8.3M | 3.11% | 12,679 | Added |
| 5 | VOO | Vanguard S&P 500 ETF | $7.3M | 2.75% | 12,255 | Added |
| 6 | VO | Vanguard Mid-Cap ETF | $6.2M | 2.34% | 21,693 | Added |
| 7 | VB | Vanguard Small-Cap ETF | $6.1M | 2.28% | 23,192 | Added |
| 8 | MSFT | Microsoft Corp | $5.7M | 2.16% | 15,515 | Added |
| 9 | SPY | SPDR S&P 500 ETF Trust | $5.7M | 2.15% | 8,812 | Trimmed |
| 10 | AAPL | Apple Inc | $5.7M | 2.13% | 22,386 | Added |
| 11 | VTEI | Vanguard Intermediate-Term Tax-Exempt Bond ETF | $5.5M | 2.07% | 55,286 | Added |
| 12 | VTES | Vanguard Short-Term Tax-Exmpt Bd ETF | $5.3M | 2.01% | 52,870 | Added |
| 13 | COST | Costco Wholesale Corp | $5.0M | 1.87% | 5,008 | Added |
| 14 | VCRM | Vanguard Core Tax-Exempt Bond ETF | $3.8M | 1.44% | 50,980 | Added |
| 15 | PLTR | Palantir Technologies Inc | $3.3M | 1.22% | 22,302 | Trimmed |
| 16 | GOOGL | Alphabet Inc | $3.1M | 1.17% | 10,865 | Added |
| 17 | STRV | Strive 500 ETF | $3.1M | 1.17% | 74,144 | Added |
| 18 | VEA | Vanguard FTSE Developed Market | $2.9M | 1.08% | 45,075 | Added |
| 19 | GLD | SPDR Gold Shares | $2.8M | 1.05% | 6,493 | Trimmed |
| 20 | TJX | TJX Cos Inc/The | $2.7M | 1.01% | 16,891 | Hold |
| 21 | ABBV | AbbVie Inc | $2.7M | 1.00% | 12,233 | Added |
| 22 | MA | Mastercard Inc | $2.5M | 0.93% | 4,956 | Added |
| 23 | MZLSX | Akre Focus ETF | $2.4M | 0.90% | 45,350 | Added |
| 24 | V | Visa Inc | $2.4M | 0.89% | 7,840 | Added |
| 25 | CVX | Chevron Corp | $2.3M | 0.86% | 11,114 | Added |
Source: SEC Form 13F filings · as of 2026-03-31