Fund Holdings

Mason & Associates Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GLOBAL X FDS0242,451+242,451010,980,5892.13%+10,980,589
ANGEL OAK FUNDS TRUST048,322+48,32202,475,3080.48%+2,475,308
VICOR CORP(VICR)4,33117,657+13,326474,6782,511,2070.49%+2,036,529
GRANITESHARES GOLD TR(BAR)171,185192,912+21,7277,273,6618,576,8741.67%+1,303,213
NEW YORK LIFE INVESTMENTS ET631,272656,839+25,56720,484,78121,386,6764.15%+901,895
DISNEY WALT CO(DIS)(Put)09,000+9,0000848,880+848,880
CORNING INC(GLW)05,997+5,9970770,9470.15%+770,947
SPDR SERIES TRUST587,428630,741+43,31314,873,67215,636,0613.04%+762,389
AMERICAN CENTY ETF TR131,746140,088+8,34210,147,10110,896,0242.12%+748,923
VANECK BITCOIN ETF(HODL)037,425+37,4250703,9640.14%+703,964
EXXON MOBIL CORP(XOM)14,54314,168-3751,750,1052,429,3370.47%+679,232
AMERICAN CENTY ETF TR262,715271,188+8,47321,626,70922,299,7634.33%+673,054
TEMPLETON EMERGING MKTS INCO083,986+83,9860495,5170.10%+495,517
FLEXSHARES TR7,58518,646+11,061313,580758,3380.15%+444,758
ISHARES TR12,36230,239+17,877312,017755,9750.15%+443,958
ISHARES TR7,46617,704+10,238327,832768,8850.15%+441,053
ISHARES TR6,99816,540+9,542330,704759,7700.15%+429,066
NVIDIA CORPORATION(NVDA)(Put)02,400+2,4000396,408+396,408
VANECK ETF TRUST55,06755,784+71719,831,25620,223,3753.93%+392,119
VANGUARD SCOTTSDALE FDS223,426229,931+6,50517,813,74118,173,7483.53%+360,007
VERTIV HOLDINGS CO(VRT)4,1214,126+5667,564966,2770.19%+298,713
SPDR GOLD TR(GLD)6,2396,570+3312,472,6172,723,8310.53%+251,214
INVESCO EXCHANGE TRADED FD T30,80233,738+2,9363,154,7423,392,7350.66%+237,993
ASML HOLDING N V1,4961,465-311,600,5111,837,0510.36%+236,540
ISHARES TR01,122+1,1220236,4020.05%+236,402
ASTERA LABS INC(ALAB)02,340+2,3400234,6320.05%+234,632
TIDAL TRUST III013,382+13,3820233,5160.05%+233,516
ALPS ETF TR130,273137,923+7,6505,698,1215,927,9171.15%+229,796
ISHARES TR02,951+2,9510229,0570.04%+229,057
BAKER HUGHES COMPANY(BKR)03,499+3,4990212,3190.04%+212,319
FLEXSHARES TR03,870+3,8700209,5990.04%+209,599
SELECT SECTOR SPDR TR13,02412,736-288582,303789,1230.15%+206,820
COLUMBIA ETF TR II88,79391,809+3,0163,406,0923,600,7540.70%+194,662
DLOCAL LTD(DLO)014,215+14,2150176,2660.03%+176,266
DIMENSIONAL ETF TRUST43,73946,520+2,7813,047,3303,218,6890.62%+171,359
NORTHROP GRUMMAN CORP(NOC)1,3581,359+1774,296912,5580.18%+138,262
VANGUARD INDEX FDS19,89221,041+1,1495,773,1345,910,9851.15%+137,851
COSTCO WHSL CORP NEW(COST)1,1871,163-241,023,7581,158,6220.22%+134,864
CHEVRON CORP NEW(CVX)2,2902,260-30349,019476,2050.09%+127,186
AMERICAN CENTY ETF TR25,99128,734+2,7431,930,0922,045,1570.40%+115,065
FIRST TR EXCHANGE-TRADED FD79,36081,677+2,3173,041,0753,143,7500.61%+102,675
NETFLIX INC(NFLX)3,1794,207+1,028298,102391,1480.08%+93,046
LOCKHEED MARTIN CORP(LMT)7847840379,197469,2790.09%+90,082
APPLIED MATLS INC1,3071,258-49335,886406,4850.08%+70,599
COLGATE PALMOLIVE CO(CL)8,3508,493+143659,778728,0830.14%+68,305
WALMART INC(WMT)4,9324,9320549,456609,1430.12%+59,687
CATERPILLAR INC(CAT)559568+9320,234379,1000.07%+58,866
AMGEN INC(AMGN)2,2512,2510736,929785,7630.15%+48,834
STARBUCKS CORP(SBUX)9,83610,012+176828,290868,2410.17%+39,951
KLA CORP(KLAC)2202200267,318304,1680.06%+36,850
KRANESHARES TRUST19,44219,715+273524,740559,8050.11%+35,065
CVB FINL CORP(CVBF)66,04066,04001,228,3441,260,7040.24%+32,360
VANGUARD INDEX FDS1,0941,223+129686,218710,6650.14%+24,447
REALTY INCOME CORP(O)4,9834,9830280,892304,7100.06%+23,818
AMERICAN CENTY ETF TR13,88714,356+469902,251924,2390.18%+21,988
FRANKLIN TEMPLETON HOLDINGS(FGDL)8,7848,715-69505,958524,0330.10%+18,075
ISHARES TR17,72018,180+460814,766829,0080.16%+14,242
UNION PAC CORP(UNP)1,7911,7910414,294428,4610.08%+14,167
GERON CORP120,700120,7000159,324170,1870.03%+10,863
FIRST TR EXCHANGE TRADED FD4,4284,359-69677,573686,8910.13%+9,318
AT&T INC(T)8,1867,386-800203,340212,5690.04%+9,229
MASTERCARD INCORPORATED(MA)9881,158+170564,124572,2590.11%+8,135
INVESCO EXCHANGE TRADED FD T3,4603,4600230,159237,3210.05%+7,162
INVESCO DB MULTI-SECTOR COMM(DBP)2,4792,4790254,866261,3610.05%+6,495
J P MORGAN EXCHANGE TRADED F9,1499,364+215462,025467,7320.09%+5,707
VANECK ETF TRUST11,33211,653+321275,764278,1570.05%+2,393
CRISPR THERAPEUTICS AG(CRSP)5,9247,051+1,127310,655312,6410.06%+1,986
NUSHARES ETF TR16,59116,377-214494,654496,0590.10%+1,405
IMPACT BIOMEDICAL INC10,00010,00005,0505,8540.00%+804
MORGAN STANLEY ETF TRUST11,12811,467+339713,639713,8210.14%+182
GLOBAL X FDS28,98129,134+153543,947542,1840.11%-1,763
ISHARES TR16,40516,499+94784,979782,7130.15%-2,266
WISDOMTREE TR(WT)7,9427,9420309,897306,9580.06%-2,939
DIMENSIONAL ETF TRUST15,87415,890+16822,273817,5150.16%-4,758
ISHARES TR6,9886,940-48461,190455,1760.09%-6,014
ISHARES TR8,4208,4200773,461764,9570.15%-8,504
SUN LIFE FINANCIAL INC.(SLF)20,06820,06801,252,2431,242,6110.24%-9,632
MORGAN STANLEY ETF TRUST24,72424,522-2021,254,7431,244,6140.24%-10,129
PIMCO EQUITY SER19,78020,138+358830,562820,1680.16%-10,394
MCDONALDS CORP(MCD)781726-55238,697223,9930.04%-14,704
SHERWIN WILLIAMS CO(SHW)3,1763,204+281,029,1601,012,1840.20%-16,976
LOWES COS INC(LOW)1,1021,064-38265,758247,4650.05%-18,293
BROADCOM INC(AVGO)7,0998,310+1,2112,456,9862,438,2560.47%-18,730
ISHARES TR4,9445,477+533307,270288,0900.06%-19,180
ISHARES TR2,0202,0200281,477259,7520.05%-21,725
ISHARES TR1,6851,6850230,744208,3000.04%-22,444
DELTA AIR LINES INC DEL(DAL)3,9583,9580274,685250,1060.05%-24,579
PIMCO ETF TR13,23012,940-2901,304,1481,279,5070.25%-24,641
MANAGER DIRECTED PORTFOLIOS92,30391,992-311959,951934,6390.18%-25,312
VANGUARD SPECIALIZED FUNDS3,1203,132+12685,804659,9990.13%-25,805
CARDINAL HEALTH INC(CAH)3,2393,083-156665,615636,0540.12%-29,561
INVESCO QQQ TR568570+2348,928318,1880.06%-30,740
FIRST CTZNS BANCSHARES INC D(FCNCA)1211210259,688223,4870.04%-36,201
ISHARES TR5,4855,4850262,962224,7750.04%-38,187
RECURSION PHARMACEUTICALS IN(RXRX)33,16533,300+135135,64594,5720.02%-41,073
ISHARES TR1,1581,159+1320,697278,0440.05%-42,653
FIRST TR EXCHANGE-TRADED FD2,8222,590-232306,582261,3310.05%-45,251
SCHWAB CHARLES CORP(SCHW)5,8545,784-70584,873538,2590.10%-46,614
SCHWAB STRATEGIC TR10,56010,5600344,470296,7360.06%-47,734
FIDELITY COMWLTH TR4,3484,242-106397,433347,0810.07%-50,352
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