S.A. Mason LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$266.4M
Holdings
265
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA Corp
Held since at least Q1 2024
5.2%
02
$VTI
Vanguard Total Stock Market ETF
Held since at least Q1 2024
3.4%
03
$VSDM
Vanguard Short Duration Tax-Exm Bd ETF
Held since at least Q1 2024
3.4%
04
$IVV
iShares Core S&P 500 ETF
Held since at least Q1 2024
3.1%
05
$VOO
Vanguard S&P 500 ETF
Held since at least Q1 2024
2.7%
06
$VO
Vanguard Mid-Cap ETF
Held since at least Q1 2024
2.3%
07
$VB
Vanguard Small-Cap ETF
Held since at least Q1 2024
2.3%
08
$MSFT
Microsoft Corp
Held since at least Q1 2024
2.2%
09
$SPY
SPDR S&P 500 ETF Trust
Held since at least Q1 2024
2.2%
10
$AAPL
Apple Inc
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.