Brooklyn FI, LLC
RIA/Wealth
Brooklyn FI, LLC is a RIA/Wealth based in Brooklyn, NY led by Shane Paul Mason, managing $445.9M across 78 long positions as of Q3 2025 with 95% ETF concentration and 55% concentrated in top 10 holdings.
Managing PartnerShane Paul Mason
- Portfolio Value
- $445.9M
- Positions
- 78
- Top Holding
- VTI at 10.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brooklyn FI, LLC's portfolio (54.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.7M | 10.24% | +$6.0M Bought | — 138.5K shares | |
ETF ETF | $42.5M | 9.54% | +$7.1M Bought | — 701.9K shares | |
ETF ETF | $34.9M | 7.82% | +$2.0M Bought | — 56.9K shares | |
ETF ETF | $28.9M | 6.49% | -$356.6K Sold | — 76.3K shares | |
ETF ETF | $18.5M | 4.16% | +$2.7M Bought | — 341.7K shares | |
ETF ETF | $17.1M | 3.84% | +$1.6M Bought | — 82.1K shares | |
ETF ETF | $15.4M | 3.46% | -$188.3K Sold | — 211.6K shares | |
ETF ETF | $14.8M | 3.32% | -$1.6M Sold | — 139.6K shares | |
ETF ETF | $13.2M | 2.97% | +$2.4M Bought | — 264.2K shares | |
ETF ETF | $12.1M | 2.72% | +$1.6M Bought | — 244.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brooklyn FI, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+85.03% | |
+69.21% | |
+62.67% | |
+57.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-27.57% | |
-22.39% | |
-20.0% | |
-16.08% |
Analytics
Portfolio insights and performance metrics for Brooklyn FI, LLC
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