13F Filings History of Mason & Associates Inc

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$531,313,987
Signature - Title
Thomas Mason - CCO
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Mason & Associates Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mason & Associates Inc reported 157 stock holdings with total value $531,313,987 as of Q4 2025. Top holdings included IWB, RECS, DFUS, AVDE, and HFXI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $531,313,987 +$138,861,970 -$112,362,493 +$26,499,477 IWB, RECS, DFUS, AVDE, HFXI 13F-HR 05 Feb 2026, 10:52
Q3 2025 133 $496,546,043 +$53,290,722 -$21,009,257 +$32,281,465 JQUA, RECS, DFUS, AVDE, HFXI 13F-HR 06 Nov 2025, 18:05
Q2 2025 120 $433,176,312 +$66,258,462 -$68,011,657 -$1,753,195 JQUA, RECS, DFUS, VCSH, SMH 13F-HR 31 Jul 2025, 13:32
Q1 2025 113 $402,387,036 +$37,081,297 -$49,407,008 -$12,325,711 JQUA, DFUS, VCSH, AGZ, SJNK 13F-HR 17 Apr 2025, 14:12
Q4 2024 105 $425,021,348 +$110,741,320 -$85,891,717 +$24,849,603 JQUA, DFUS, JAAA, AGZ, VCSH 13F-HR 14 Jan 2025, 17:30
Q3 2024 109 $400,848,444 +$86,927,525 -$77,303,305 +$9,624,220 FMAR, JQUA, DFUS, JAAA, AGZ 13F-HR 22 Oct 2024, 18:38
Q2 2024 107 $375,937,198 +$93,100,180 -$91,371,809 +$1,728,371 FMAR, JQUA, DFUS, BKLN, USFR 13F-HR 18 Jul 2024, 18:53
Q1 2024 112 $374,869,006 +$186,855,891 -$163,018,134 +$23,837,757 FDEC, JQUA, DFUS, USFR, BKLN 13F-HR 23 Apr 2024, 17:11
Q4 2023 81 $340,225,253 +$120,095,413 -$109,445,527 +$10,649,886 FJUN, USFR, DFUS, BKLN, VIG 13F-HR 16 Jan 2024, 19:18
Q3 2023 83 $312,479,532 +$38,215,487 -$61,313,678 -$23,098,191 USFR, FAPR, IWX, VIG, FAUG 13F-HR 19 Oct 2023, 18:16
Q2 2023 90 $338,845,585 +$26,748,561 -$23,724,079 +$3,024,482 USFR, FAPR, VIG, IWX, RSPG 13F-HR 20 Jul 2023, 18:27
Q1 2023 84 $326,909,279 +$15,226,616 -$6,151,627 +$9,074,989 USFR, FAPR, VIG, IWX, RSPG 13F-HR 20 Apr 2023, 18:25
Q4 2022 81 $313,274,496 +$51,750,201 -$36,750,559 +$14,999,642 USFR, FAPR, VIG, IWX, RSPG 13F-HR 12 Jan 2023, 18:24
Q3 2022 81 $282,350,000 +$50,130,748 -$40,855,698 +$9,275,050 USFR, FAPR, VIG, IWX, RSPG 13F-HR 20 Oct 2022, 17:27
Q2 2022 86 $284,650,000 +$121,422,892 -$127,909,738 -$6,486,846 USFR, BAUG, VIG, IWX, USMV 13F-HR 26 Jul 2022, 17:28
Q1 2022 108 $327,278,000 +$96,875,901 -$74,450,838 +$22,425,063 BAUG, VIG, IWY, GLD, IWX 13F-HR 19 Apr 2022, 12:12
Q4 2021 97 $329,230,000 $0 $0 $0 VIG, VUG, IWY, IWP, IWX 13F-HR 18 Mar 2022, 13:19