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Filers›Hedge Fund›Mason & Associates Inc
DOSSIER · 13F-HR · Q1 2026

Mason & Associates Inc

Mason & Associates's hedge fund based in Stamford, CT — $516M in tracked AUM across 160 positions as of Q1 2026.

M&
Mason & Associates·Stamford, CT·Hedge Fund
CIK 0001917686 · last filed Mar 31, 2026
Total AUM
$516M
▼ 10.5%
vs prior
Holdings
160
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Mason & Associates Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES TR
$57M165K11.1%
02
RECS
COLUMBIA ETF TR I
$39M1.0M7.6%
03
DFUS
DIMENSIONAL ETF TRUST
$34M494K6.6%
04
AVDE
AMERICAN CENTY ETF TR
$22M271K4.3%
05
HFXI
NEW YORK LIFE INVESTMENTS ET
$21M657K4.1%
06
SMH
VANECK ETF TRUST
$20M56K3.9%
07
VCSH
VANGUARD SCOTTSDALE FDS
$18M230K3.5%
08
JAAA
JANUS DETROIT STR TR
$17M341K3.3%
09
SJNK
SPDR SERIES TRUST
$16M631K3.0%
10
SPMO
INVESCO EXCH TRADED FD TR II
$13M122K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Mason
haiku-4-5 · 160 positions indexed
Sector mix
  • Tech11%
  • Financials13%
  • Health Care8%
  • Cons. Disc.48%
  • Communications22%
  • Energy5%
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