Mason & Associates Inc
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 619,041
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 161 | 619,041 | 13F-HR | Mason & Associates Inc |
| Q1 2026 | 4/30/2026 | 160 | 516,250 | 13F-HR | Mason & Associates Inc |
| Q4 2025 | 2/5/2026 | 157 | 531,314 | 13F-HR | Mason & Associates Inc |
| Q3 2025 | 11/7/2025 | 133 | 496,546 | 13F-HR | Mason & Associates Inc |
| Q2 2025 | 7/31/2025 | 120 | 433,176 | 13F-HR | Mason & Associates Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.6 K | 37.4% | 52.8 K | 0 | 52.8 K |
| ETFs | 385.4 K | 62.5% | 51.19 K | 0 | 51.19 K |
| Debt | 271 | 0.0% | 0 | 7 | -7 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
619,041
Holdings
161
QoQ value change ($000)
102,791
(19.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.