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Filers›Asset Manager›S.A. Mason LLC
DOSSIER · 13F-HR · Q1 2026

S.A. Mason LLC

S.A. Mason's asset manager based in Stamford, CT — $266M in tracked AUM across 266 positions as of Q1 2026.

SM
S.A. Mason·Stamford, CT·Asset Manager
CIK 0001800911 · last filed Mar 31, 2026
Total AUM
$266M
▲ 17.5%
vs prior
Holdings
266
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

S.A. Mason LLC 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
NVDA
NVIDIA Corp
$14M80K5.2%
02
VTI
Vanguard Total Stock Market ETF
$9M28K3.4%
03
VSDM
Vanguard Short Duration Tax-Exm Bd ETF
$9M119K3.4%
04
IVV
iShares Core S&P 500 ETF
$8M13K3.1%
05
VOO
Vanguard S&P 500 ETF
$7M12K2.7%
06
VO
Vanguard Mid-Cap ETF
$6M22K2.3%
07
VB
Vanguard Small-Cap ETF
$6M23K2.3%
08
MSFT
Microsoft Corp
$6M16K2.2%
09
SPY
SPDR S&P 500 ETF Trust
$6M9K2.2%
10
AAPL
Apple Inc
$6M22K2.1%

Filing history

Filing history loading…
AI Agent · grounded in S.A.
haiku-4-5 · 266 positions indexed
Sector mix
  • Financials5%
  • Health Care13%
  • Cons. Disc.21%
  • Communications17%
  • Industrials36%
  • Energy8%
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