Mason & Associates Inc
RIA/Wealth
Mason & Associates Inc is a RIA/Wealth based in Los Angeles, CA led by Charles William Mason, reporting $631.3M in AUM as of Q3 2025 with 77% ETF concentration, 57% concentrated in top 10 holdings, and 18% allocation to JQUA.
CEOCharles William Mason
- Portfolio Value
- $496.5M
- Positions
- 133
- Top Holding
- JQUA at 17.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mason & Associates Inc's portfolio (57.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $86.9M | 17.50% | +$1.6M Bought | — 1.4M shares | |
ETF ETF | $42.1M | 8.48% | +$564.1K Bought | — 1.0M shares | |
ETF ETF | $37.5M | 7.55% | +$432.8K Bought | — 517.5K shares | |
ETF ETF | $21.0M | 4.23% | +$7.2M Bought | — 266.2K shares | |
ETF ETF | $20.2M | 4.06% | +$6.6M Bought | — 650.3K shares | |
ETF ETF | $17.4M | 3.50% | +$5.7M Bought | — 341.8K shares | |
ETF ETF | $16.7M | 3.36% | +$208.2K Bought | — 51.2K shares | |
ETF ETF | $16.6M | 3.34% | +$1.5M Bought | — 207.2K shares | |
ETF ETF | $14.9M | 2.99% | +$1.2M Bought | — 134.6K shares | |
ETF ETF | $11.8M | 2.38% | +$953.5K Bought | — 226.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mason & Associates Inc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Mason & Associates Inc
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