Fund Holdings — S.A. Mason LLC

Total Portfolio Value
$226.57M
Total Bought
$20.69M
Total Sold
$9.43M
Net Transaction
+$11.27M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
Steelcase Inc133,313306,847+173,5341,3905,2782.33%+3,887
NVIDIA Corp(NVDA)81,00981,294+28512,79915,1686.69%+2,369
Apple Inc(AAPL)21,56721,740+1734,4255,5362.44%+1,111
Palantir Technologies Inc(PLTR)22,99522,795-2003,1354,1581.84%+1,024
Vanguard Total Stock Market ETF26,40427,355+9518,0258,9773.96%+952
CrowdStrike Holdings Inc(CRWD)2161,834+1,6181108990.40%+789
Alphabet Inc(GOOG)10,51610,845+3291,8532,6361.16%+783
CyberArk Software Ltd01,489+1,48907190.32%+719
iShares Core S&P 500 ETF10,45610,628+1726,4927,1133.14%+621
Oracle Corp(ORCL)9,2579,259+22,0242,6041.15%+580
AbbVie Inc(ABBV)12,28712,188-992,2812,8221.25%+541
Intuitive Surgical Inc11,1141,525-9,5892306820.30%+452
Vanguard Intermediate-Term Tax-Exempt Bond ETF04,500+4,50004510.20%+451
Strive 500 ETF
STRIVE 500 ETF
62,32668,019+5,6932,4972,9381.30%+442
SPDR S&P 500 ETF Trust(SPY)9,1349,13405,6436,0852.69%+441
Wells Fargo & Co(WFC)7,13612,072+4,9365721,0120.45%+440
Vanguard Small-Cap ETF20,30620,630+3244,8125,2462.32%+434
Chevron Corp(CVX)8,74710,598+1,8511,2521,6460.73%+393
Vanguard Mid-Cap ETF19,83320,138+3055,5505,9152.61%+366
Alphabet Inc(GOOG)5,4095,40909591,3170.58%+358
TJX Cos Inc/The(TJX)17,10917,066-432,1132,4671.09%+354
McDonald's Corp(MCD)3,0894,114+1,0259031,2500.55%+348
General Electric Co(GE)7,6847,68401,9782,3121.02%+334
O'Reilly Automotive Inc(ORLY)20,08519,885-2001,8102,1440.95%+334
Vanguard S&P 500 ETF7,0497,083+344,0044,3371.91%+333
SPDR Gold Shares(GLD)6,5036,50301,9822,3121.02%+329
Barrick Mining Corp(B)22,81422,81404757480.33%+273
SharpLink Gaming Inc(SBET)014,619+14,61902490.11%+249
Johnson & Johnson(JNJ)7,5997,528-711,1611,3960.62%+235
Dell Technologies Inc(DELL)01,587+1,58702250.10%+225
Kinross Gold Corp(KGC)22,25022,25003485530.24%+205
Newmont Corp(NEM)7,4127,417+54326250.28%+194
iShares Russell 1000 Growth ET4,1444,14401,7591,9410.86%+182
iShares Gold Trust(IAU)17,41117,412+11,0861,2670.56%+181
Marathon Petroleum Corp(MPC)0935+93501800.08%+180
Tesla Inc(TSLA)1,3791,364-154386070.27%+169
Pinterest Inc(PINS)05,200+5,20001670.07%+167
Vanguard Large-Cap ETF6,7106,716+61,9142,0680.91%+153
Amazon.com Inc(AMZN)5,0255,710+6851,1021,2540.55%+151
Sandisk Corp(SNDK)2,2472,24701022520.11%+150
Raytheon Technologies Corp(RTX)6,5276,592+659531,1030.49%+150
Vanguard FTSE Developed Market14,84616,592+1,7468469940.44%+148
Advanced Micro Devices(AMD)7901,590+8001122570.11%+145
Caterpillar Inc(CAT)1,2441,294+504836180.27%+135
Vertiv Holdings Co(VRT)5,8535,85307528830.39%+131
Sprott Physical Gold Trust(PHYS)19,43221,057+1,6254936240.28%+131
Schwab US Broad Market ETF66,70066,765+651,5891,7170.76%+127
iShares Silver Trust(SLV)13,25013,25004355610.25%+127
VanEck Gold Miners ETF/USA
GOLD MINERS ETF
5,1155,11502663910.17%+124
Viking Holdings Ltd(VIK)02,000+2,00001240.05%+124
Intel Corp(INTC)10,56910,744+1752373600.16%+124
Invesco QQQ Trust Series 12,2922,312+201,2641,3880.61%+124
Lowe's Cos Inc(LOW)4,1944,19409311,0540.47%+123
Norfolk Southern Corp(NSC)2,7002,70006918110.36%+120
Carnival Corp04,000+4,00001160.05%+116
Home Depot Inc/The(HD)2,9902,99001,0961,2120.53%+115
Vanguard Growth ETF1,8791,955+768249380.41%+114
SPDR Portfolio S&P 400 Mid Cap
ST STR P400MID
34,48834,784+2961,8751,9890.88%+114
JPMorgan Chase & Co(JPM)4,1584,15801,2051,3120.58%+106
General Dynamics Corp(GD)1,9931,99305816800.30%+98
Fastenal Co(FAST)2,8174,417+1,6001182170.10%+98
Bank of America Corp11,92212,777+8555646590.29%+95
Schwab US Small-Cap ETF36,34936,34909201,0140.45%+95
Cisco Systems Inc/Delaware(CSCO)10,98412,484+1,5007628540.38%+92
Vanguard Mega Cap Growth ETF514689+1751882770.12%+89
Schwab U.S. Mid-Cap ETF46,31746,817+5001,2991,3880.61%+88
Dynatrace Inc(DT)1,1703,117+1,947651510.07%+86
PepsiCo Inc(PEP)12,41912,276-1431,6401,7240.76%+84
Broadcom Ltd(AVGO)1,5371,53704245070.22%+83
ITT Inc(ITT)1,5751,844+2692473300.15%+83
Xylem Inc/NY(XYL)4,4964,49605826630.29%+82
Garmin Ltd(GRMN)2,1002,10004385170.23%+79
NextEra Energy Inc(NEE)12,22112,22108489230.41%+74
Walmart Inc(WMT)13,24313,247+41,2951,3650.60%+70
Micron Technology Inc(MU)1,1751,275+1001452130.09%+69
American Express Co(AXP)5,1125,113+11,6311,6980.75%+68
iShares Core S&P Mid-Cap ETF20,62820,62801,2791,3460.59%+67
GE Vernova Inc(GEV)74474403944570.20%+64
Invesco BuyBack Achievers ETF
BUYBACK ACHIEV
6,8416,84108469060.40%+61
Phillips 66(PSX)3,6293,62904334940.22%+61
Parker-Hannifin Corp(PH)1,0051,00507027620.34%+60
Seagate Technology PLC
ORD SHS
6406400921510.07%+59
Berkshire Hathaway Inc3,4083,40801,6561,7130.76%+58
IBM(IBM)9471,187+2402793350.15%+56
Ross Stores Inc(ROST)2,1502,15002743280.14%+53
Cummins Inc(CMI)55055001802320.10%+52
iShares Morningstar Mid-Cap ET11,93012,043+1139501,0000.44%+50
Northrop Grumman Corp(NOC)45545502272770.12%+50
Laboratory Crp Of Amer Hldgs(LH)2,0062,00605275760.25%+49
Sprott Physical Gold and Silve(CEF)6,7536,878+1252032520.11%+49
ProShares S&P 500 Dividend Ari
S&P 500 DV ARIST
2,5302,930+4002553020.13%+47
WisdomTree US SmallCap Fund(WT)9,4509,45004825280.23%+46
iShares Trust - iShares MSCI K4,6514,652+15405860.26%+46
Rollins Inc(ROL)20,73920,689-501,1701,2150.54%+45
L3Harris Technologies Inc(LHX)451517+661131580.07%+45
Goldman Sachs Physical Gold ET(AAAU)8,0408,04002633060.14%+44
iShares Russell 2000 ETF1,6601,66003584020.18%+43
Apache Corp(APA)7,1507,15001311740.08%+43
Invesco S&P Smallcap 600 Reven
S&P SMALLCAP 600
8,4258,42503654070.18%+42
DFA Tax-Managed US Small Cap
US SMALL CAP ETF
7,5697,628+594825220.23%+40
Page 1 of 4
S.A. Mason LLC — 13F Holdings — Q3 2025 | TickerTrail