Fund HoldingsMason & Associates Inc

Total Portfolio Value
$515.01M
Total Bought
$38.54M
Total Sold
$37.96M
Net Transaction
+$579.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GLOBAL X FDS
GLOBAL X URANIUM
0242,451+242,451010,9812.13%+10,981
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
048,322+48,32202,4750.48%+2,475
VICOR CORP(VICR)4,33117,657+13,3264752,5110.49%+2,037
GRANITESHARES GOLD TR(BAR)171,185192,912+21,7277,2748,5771.67%+1,303
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
631,272656,839+25,56720,48521,3874.15%+902
DISNEY WALT CO(DIS)(Put)09,000+9,0000849+849
CORNING INC(GLW)05,997+5,99707710.15%+771
SPDR SERIES TRUST
ST TERM HIGH ETF
587,428630,741+43,31314,87415,6363.04%+762
AMERICAN CENTY ETF TR0140,088+140,088010,8962.12%+10,896
VANECK BITCOIN ETF(HODL)037,425+37,42507040.14%+704
EXXON MOBIL CORP14,54314,168-3751,7502,4290.47%+679
AMERICAN CENTY ETF TR262,715271,188+8,47321,62722,3004.33%+673
TEMPLETON EMERGING MKTS INCO083,986+83,98604960.10%+496
FLEXSHARES TR
ESG & CLM INVEST
018,646+18,64607580.15%+758
ISHARES TR
ESG AWRE 1 5 YR
030,239+30,23907560.15%+756
ISHARES TR7,46617,704+10,2383287690.15%+441
ISHARES TR
ESG ADVNCD HY BD
6,99816,540+9,5423317600.15%+429
NVIDIA CORPORATION(NVDA)(Put)02,400+2,4000396+396
VANECK ETF TRUST
SEMICONDUCTR ETF
55,06755,784+71719,83120,2233.93%+392
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
223,426229,931+6,50517,81418,1743.53%+360
VERTIV HOLDINGS CO(VRT)4,1214,126+56689660.19%+299
SPDR GOLD TR(GLD)6,2396,570+3312,4732,7240.53%+251
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
033,738+33,73803,3930.66%+3,393
ASML HOLDING N V
N Y REGISTRY SHS
1,4961,465-311,6011,8370.36%+237
ISHARES TR01,122+1,12202360.05%+236
ASTERA LABS INC(ALAB)02,340+2,34002350.05%+235
TIDAL TRUST III
AFFORDABLE HOUS
013,382+13,38202340.05%+234
ALPS ETF TR
OSHARES US SMLCP
0137,923+137,92305,9281.15%+5,928
ISHARES TR02,951+2,95102290.04%+229
BAKER HUGHES COMPANY(BKR)03,499+3,49902120.04%+212
FLEXSHARES TR
MORNSTAR UPSTR
03,870+3,87002100.04%+210
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,02412,736-2885827890.15%+207
COLUMBIA ETF TR II
EM CORE EX ETF
091,809+91,80903,6010.70%+3,601
DLOCAL LTD(DLO)014,215+14,21501760.03%+176
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
046,520+46,52003,2190.62%+3,219
NORTHROP GRUMMAN CORP(NOC)1,3581,359+17749130.18%+138
VANGUARD INDEX FDS19,89221,041+1,1495,7735,9111.15%+138
COSTCO WHSL CORP NEW(COST)1,1871,163-241,0241,1590.22%+135
CHEVRON CORP NEW(CVX)02,260+2,26004760.09%+476
AMERICAN CENTY ETF TR25,99128,734+2,7431,9302,0450.40%+115
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
081,677+81,67703,1440.61%+3,144
NETFLIX INC(NFLX)04,207+4,20703910.08%+391
LOCKHEED MARTIN CORP(LMT)0784+78404690.09%+469
APPLIED MATLS INC1,3071,258-493364060.08%+71
COLGATE PALMOLIVE CO(CL)08,493+8,49307280.14%+728
WALMART INC(WMT)4,9324,93205496090.12%+60
CATERPILLAR INC(CAT)559568+93203790.07%+59
AMGEN INC(AMGN)2,2512,25107377860.15%+49
STARBUCKS CORP(SBUX)9,83610,012+1768288680.17%+40
KLA CORP(KLAC)22022002673040.06%+37
KRANESHARES TRUST19,44219,715+2735255600.11%+35
CVB FINL CORP(CVBF)066,040+66,04001,2610.24%+1,261
VANGUARD INDEX FDS1,0941,223+1296867110.14%+24
REALTY INCOME CORP(O)04,983+4,98303050.06%+305
AMERICAN CENTY ETF TR13,88714,356+4699029240.18%+22
FRANKLIN TEMPLETON HOLDINGS(FGDL)8,7848,715-695065240.10%+18
ISHARES TR
ESG AWARE MSCI
17,72018,180+4608158290.16%+14
UNION PAC CORP(UNP)1,7911,79104144280.08%+14
GERON CORP(GERN)120,700120,70001591700.03%+11
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
4,4284,359-696786870.13%+9
AT&T INC(T)8,1867,386-8002032130.04%+9
MASTERCARD INCORPORATED(MA)9881,158+1705645720.11%+8
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
03,460+3,46002370.05%+237
INVESCO DB MULTI-SECTOR COMM(DBP)2,4792,47902552610.05%+6
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
09,364+9,36404680.09%+468
VANECK ETF TRUST
GREEN BOND ETF
11,33211,653+3212762780.05%+2
CRISPR THERAPEUTICS AG(CRSP)07,051+7,05103130.06%+313
NUSHARES ETF TR
ESG DIVIDEND ETF
16,59116,377-2144954960.10%+1
IMPACT BIOMEDICAL INC010,000+10,000060.00%+6
MORGAN STANLEY ETF TRUST
CALVERT US MDCP
11,12811,467+3397147140.14%0
GLOBAL X FDS
CLEAN WTR ETF
28,98129,134+1535445420.11%-2
ISHARES TR
ESG AWR US AGRGT
16,40516,499+947857830.15%-2
WISDOMTREE TR(WT)07,942+7,94203070.06%+307
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
15,87415,890+168228180.16%-5
ISHARES TR06,940+6,94004550.09%+455
ISHARES TR8,4208,42007737650.15%-9
SUN LIFE FINANCIAL INC.(SLF)020,068+20,06801,2430.24%+1,243
MORGAN STANLEY ETF TRUST
CALVERT ULT SHR
24,72424,522-2021,2551,2450.24%-10
PIMCO EQUITY SER
RAFI ESG US
19,78020,138+3588318200.16%-10
MCDONALDS CORP(MCD)0726+72602240.04%+224
SHERWIN WILLIAMS CO(SHW)03,204+3,20401,0120.20%+1,012
LOWES COS INC(LOW)1,1021,064-382662470.05%-18
BROADCOM INC(AVGO)7,0998,310+1,2112,4572,4380.47%-19
ISHARES TR05,477+5,47702880.06%+288
ISHARES TR02,020+2,02002600.05%+260
ISHARES TR01,685+1,68502080.04%+208
DELTA AIR LINES INC DEL(DAL)03,958+3,95802500.05%+250
PIMCO ETF TR
ENHANCD SHORT
13,23012,940-2901,3041,2800.25%-25
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
92,30391,992-3119609350.18%-25
VANGUARD SPECIALIZED FUNDS03,132+3,13206600.13%+660
CARDINAL HEALTH INC(CAH)3,2393,083-1566666360.12%-30
INVESCO QQQ TR568570+23493180.06%-31
FIRST CTZNS BANCSHARES INC D(FCNCA)12112102602230.04%-36
ISHARES TR05,485+5,48502250.04%+225
RECURSION PHARMACEUTICALS IN(RXRX)033,300+33,3000950.02%+95
ISHARES TR01,159+1,15902780.05%+278
FIRST TR EXCHANGE-TRADED FD
WTR ETF
02,590+2,59002610.05%+261
SCHWAB CHARLES CORP(SCHW)5,8545,784-705855380.10%-47
SCHWAB STRATEGIC TR010,560+10,56002970.06%+297
FIDELITY COMWLTH TR04,242+4,24203470.07%+347
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