13F-HRFiling Date: Apr 27, 2026
S.A. Mason LLC 13F-HR: 2026-03-31 · 266 holdings (Apr 27, 2026)
Institutional Holdings (13F)
View SEC Filing
ACC: 0001800911-26-000002
Total Value$266.38M
Positions266
Changes0
Holdings
116
NVIDIA · NVDA
79.67K Shares
$13.89M
5.22%
2
Vanguard Total Stock Market ETF
28.48K SharesETF
$9.14M
3.43%
3
Vanguard Short Duration Tax-Exm Bd ETF
119.05K SharesETF
$9.08M
3.41%
4
iShares Core S&P 500 ETF
12.68K SharesETF
$8.28M
3.11%
5
Vanguard S&P 500 ETF
12.26K SharesETF
$7.32M
2.75%
6
Vanguard Mid-Cap ETF
21.69K SharesETF
$6.23M
2.34%
7
8Vanguard Small-Cap ETF
23.19K SharesETF
$6.07M
2.28%
Microsoft · MSFT
15.52K Shares
$5.74M
2.16%
9
10SPDR S&P 500 ETF Trust
8.81K SharesETF
$5.73M
2.15%
Apple · AAPL
22.39K Shares
$5.68M
2.13%
11
Vanguard Intermediate-Term Tax-Exempt Bond ETF
55.29K SharesETF
$5.53M
2.07%
12
13Vanguard Short-Term Tax-Exmpt Bd ETF
52.87K SharesETF
$5.35M
2.01%
Costco · COST
5.01K Shares
$4.99M
1.87%
14
15Vanguard Core Tax-Exempt Bond ETF
50.98K SharesETF
$3.83M
1.44%
Palantir · PLTR
22.30K Shares
$3.26M
1.22%
Alphabet · GOOGL
10.87K Shares
$3.12M
1.17%
17
Strive 500 ETF
74.14K SharesETF
$3.11M
1.17%
18
Vanguard FTSE Developed Market
45.08K SharesETF
$2.89M
1.08%
19
20SPDR Gold Shares
6.49K SharesETF
$2.79M
1.05%
Tjx · TJX
16.89K Shares
$2.70M
1.01%