Mason & Associates Inc
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 516,250
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
1.245 K
(0.2% of total reported value)
· QoQ Δ:
+1.245 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.8 K | 34.7% | 0 | 208.8 K | -208.8 K |
| ETFs | 334.3 K | 65.2% | 192.7 K | 0 | 192.7 K |
| Debt | 278 | 0.1% | 2 | 0 | 2 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
516,250
Holdings
160
QoQ value change ($000)
-15,064
(-2.8%)
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.