Quick Takeaways
- Reflection Asset Management reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $140,671,024.
- Info
- Portfolio
13F Filings History of Reflection Asset Management
- Latest 13F report
- Q4 2025 - 02 Mar 2026
- Value $
- $140,671,024
- Signature - Title
- Dennis Mason - CHIEF COMPLIANCE OFFICER
- Location
- Isle Of Palms, SC
- Summary
- This page shows a list of all the recent 13F filings made by Reflection Asset Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Reflection Asset Management reported 500 stock holdings with total value $140,671,024 as of Q4 2025. Top holdings included NVDA, AAPL, MSFT, QQQ, and IVV.
Follow Filing Activity
Follow Reflection Asset Management and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 02 Mar 2026, 16:07.
- Historical comparison will expand as more 13F quarters are available.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 500 | $140,671,024 | $0 | $0 | $0 | NVDA, AAPL, MSFT, QQQ, IVV | 13F-HR | 02 Mar 2026, 16:07 |