S.A. Mason LLC

Q3 2025 13F Holdings

  • Location
    holland, MI
  • Num holdings

    256

  • Value ($000)

    $226,566

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0001800911
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA Corp

COM
67066G104
$15.17M
7 %

81,294

VTI
VTI

Vanguard Total Stock Market ETF

ETF
922908769
$8.98M
4 %

27,355

MSFT
MSFT

Microsoft Corp

COM
594918104
$7.93M
4 %

15,315

IVV
IVV

iShares Core S&P 500 ETF

ETF
464287200
$7.11M
3 %

10,628

SPY
SPY

SPDR S&P 500 ETF Trust

ETF
78462F103
$6.08M
3 %

9,134

VO
VO

Vanguard Mid-Cap ETF

ETF
922908629
$5.92M
3 %

20,138

AAPL
AAPL

Apple Inc

COM
037833100
$5.54M
2 %

21,740

---

Steelcase Inc

COM
858155203
$5.28M
2 %

306,847

VB
VB

Vanguard Small-Cap ETF

ETF
922908751
$5.25M
2 %

20,630

COST
COST

Costco Wholesale Corp

COM
22160K105
$4.55M
2 %

4,911

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