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S.A. Mason LLC

All holdings · as of Dec 31, 2025

260 positions

CompanyClassValueShares% of portfolio
Reddit, Inc.$590.8K2,5700.2%
Nestle S A Reg B Adr$567.0K5,7400.2%
Vanguard High Dividend Yield E$565.1K3,9380.2%
Novartis AG$557.0K4,0400.2%
Vanguard Total International S$545.8K7,2350.2%
WisdomTree US SmallCap Fund$538.0K9,4500.2%
iShares Core S&P Small-Cap ETF$535.2K4,4530.2%
Sandisk Corp$533.4K2,2470.2%
Merck & Co., Inc.$521.1K4,9510.2%
DFA Tax-Managed US Small Cap$519.4K7,4550.2%
Vanguard Dividend Appreciation$514.0K2,3390.2%
LABCORP HOLDINGS INC.$503.3K2,0060.2%
GE Vernova Inc.$486.3K7440.2%
ProShares S&P MidCap 400 Dividend Aristocrats$485.0K5,7590.2%
ADVANCED MICRO DEVICES INC$471.2K2,2000.2%
Phillips 66$468.3K3,6290.2%
FREEPORT-MCMORAN INC$467.1K9,1970.2%
Vanguard Small-Cap Growth ETF$436.2K1,4440.2%
Garmin Ltd$436.1K2,1500.2%
ConocoPhillips$435.4K4,6510.2%
VanEck Gold Miners ETF/USA$434.4K5,0650.2%
Zoetis Inc.$415.8K3,3050.2%
Invesco S&P Smallcap 600 Reven$410.5K8,4250.2%
iShares Russell 2000 ETF$408.6K1,6600.2%
CUMMINS INC$408.4K8000.2%
WisdomTree US MidCap Fund$406.1K6,0790.2%
iShares Gold Trust Micro$399.5K9,2930.2%
Novo Nordisk A/S ADR$395.7K7,7780.2%
INTEL CORP$394.4K10,6880.2%
Shift4 Payments, Inc.$393.7K6,2520.2%
KINDER MORGAN, INC.$392.1K14,2650.2%
ROSS STORES, INC.$387.3K2,1500.2%
iShares MSCI EAFE ETF$386.4K4,0240.2%
DEERE & CO$381.8K8200.2%
Vanguard Value ETF$377.8K1,9780.1%
Vanguard Intermediate-Term Bon$367.7K4,7210.1%
Mondelez International, Inc.$364.3K6,7680.1%
Yum! Brands Inc$364.3K2,4080.1%
iShares Russell 1000 ETF$364.1K9750.1%
Vanguard Short-Term Bond ETF$362.5K4,6000.1%
Invesco S&P MidCap 400 Pure Va$360.4K2,8200.1%
Vanguard FTSE All-World ex-US$357.9K4,8660.1%
Vanguard Mega Cap Growth ETF$356.6K8640.1%
Philip Morris International Inc.$356.5K2,2220.1%
INTERNATIONAL BUSINESS MACHINES CORP$354.6K1,1970.1%
DOMINION ENERGY, INC$348.6K5,9500.1%
NIKE, Inc.$345.3K5,4200.1%
Goldman Sachs Physical Gold ET$342.1K8,0400.1%
GENTEX CORP$337.4K14,5000.1%
EOG RESOURCES INC$336.2K3,2020.1%
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