# EDGAR Filing Document

**Accession Number:** 0001917686
**File Stem:** 0001917686-25-000005
**Filing Date:** 2025-7
**Character Count:** 15842
**Document Hash:** 18965fea57139d65ac77b3d602f2d145
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001917686-25-000005.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001917686-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Mason & Associates Inc
- **CENTRAL INDEX KEY:** 0001917686

**ORGANIZATION NAME:**
- **EIN:** 953662648
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22387
- **FILM NUMBER:** 251170776

**BUSINESS ADDRESS:**
- **STREET 1:** 7474 N FIGUEROA STREET
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90041
- **BUSINESS PHONE:** 3232543072

**MAIL ADDRESS:**
- **STREET 1:** 7474 N FIGUEROA STREET
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90041

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Mason  Associates Inc<br>**Address:** 7474 N FIGUEROA STREET<br>LOS ANGELES, CA 90041

**Form 13F File Number:** 028-22387

**CRD Number (if applicable):** 000141303

**SEC File Number (if applicable):** 801-67068

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Thomas Mason<br>**Title:** CCO<br>**Phone:** 3232543072

**Signature, Place, and Date of Signing:**

Thomas Mason  Los Angeles, CA  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $433176312

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 633722 | 3414 | SH |  | SOLE | 0 | 0 | 0 | 3414 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 3204244 | 22581 | SH |  | SOLE | 0 | 0 | 0 | 22581 |
| ADVISORSHARES TR | ADVISORSHS ETF | 00768Y560 |  | 2900558 | 41434 | SH |  | SOLE | 0 | 0 | 0 | 41434 |
| ALLSTATE CORP | COM | 020002101 |  | 1119618 | 5562 | SH |  | SOLE | 0 | 0 | 0 | 5562 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2838412 | 16106 | SH |  | SOLE | 0 | 0 | 0 | 16106 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1687257 | 9512 | SH |  | SOLE | 0 | 0 | 0 | 9512 |
| ALPS ETF TR | OSHARES US SMLCP | 00162Q395 |  | 5394003 | 124832 | SH |  | SOLE | 0 | 0 | 0 | 124832 |
| AMAZON COM INC | COM | 023135106 |  | 4039767 | 18414 | SH |  | SOLE | 0 | 0 | 0 | 18414 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 12984240 | 175439 | SH |  | SOLE | 0 | 0 | 0 | 175439 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 5976277 | 87194 | SH |  | SOLE | 0 | 389 | 0 | 86805 |
| AMGEN INC | COM | 031162100 |  | 578655 | 2072 | SH |  | SOLE | 0 | 0 | 0 | 2072 |
| APPLE INC | COM | 037833100 |  | 7771246 | 37877 | SH |  | SOLE | 0 | 0 | 0 | 37877 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1624418 | 2027 | SH |  | SOLE | 0 | 0 | 0 | 2027 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 080694102 |  | 486476 | 7600 | SH |  | SOLE | 0 | 0 | 0 | 7600 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 7736534 | 15926 | SH |  | SOLE | 0 | 0 | 0 | 15926 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 |  | 715947 | 12220 | SH |  | SOLE | 0 | 0 | 0 | 12220 |
| BLACKSTONE INC | COM | 09260D107 |  | 239627 | 1602 | SH |  | SOLE | 0 | 0 | 0 | 1602 |
| BROADCOM INC | COM | 11135F101 |  | 1668651 | 6054 | SH |  | SOLE | 0 | 0 | 0 | 6054 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 321480 | 1511 | SH |  | SOLE | 0 | 0 | 0 | 1511 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 301224 | 1793 | SH |  | SOLE | 0 | 0 | 0 | 1793 |
| CHEVRON CORP NEW | COM | 166764100 |  | 315304 | 2202 | SH |  | SOLE | 0 | 0 | 0 | 2202 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 37865704 | 1029239 | SH |  | SOLE | 0 | 8049 | 0 | 1021190 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 3093770 | 90514 | SH |  | SOLE | 0 | 0 | 0 | 90514 |
| COREBRIDGE FINL INC | COM | 21871X109 |  | 222869 | 6278 | SH |  | SOLE | 0 | 0 | 0 | 6278 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 729441 | 737 | SH |  | SOLE | 0 | 0 | 0 | 737 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 286976 | 5900 | SH |  | SOLE | 0 | 0 | 0 | 5900 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 2596972 | 5099 | SH |  | SOLE | 0 | 0 | 0 | 5099 |
| CVB FINL CORP | COM | 126600105 |  | 1306932 | 66040 | SH |  | SOLE | 0 | 0 | 0 | 66040 |
| DBX ETF TR | XTRACKRS S 500 | 233051143 |  | 825463 | 14927 | SH |  | SOLE | 0 | 0 | 0 | 14927 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 318147 | 2595 | SH |  | SOLE | 0 | 0 | 0 | 2595 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 235966 | 4798 | SH |  | SOLE | 0 | 0 | 0 | 4798 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 2911035 | 45692 | SH |  | SOLE | 0 | 189 | 0 | 45502 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 34279485 | 511481 | SH |  | SOLE | 0 | 0 | 0 | 511481 |
| DISNEY WALT CO | COM | 254687106 |  | 1302653 | 10504 | SH |  | SOLE | 0 | 0 | 0 | 10504 |
| EATON CORP PLC | SHS | G29183103 |  | 335571 | 940 | SH |  | SOLE | 0 | 0 | 0 | 940 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 226027 | 2890 | SH |  | SOLE | 0 | 0 | 0 | 2890 |
| ELI LILLY  CO | COM | 532457108 |  | 688325 | 883 | SH |  | SOLE | 0 | 0 | 0 | 883 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1324970 | 12291 | SH |  | SOLE | 0 | 0 | 0 | 12291 |
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 |  | 236733 | 121 | SH |  | SOLE | 0 | 0 | 0 | 121 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 33734X192 |  | 336578 | 2767 | SH |  | SOLE | 0 | 0 | 0 | 2767 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 472828 | 6256 | SH |  | SOLE | 0 | 0 | 0 | 6256 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 2696274 | 76425 | SH |  | SOLE | 0 | 0 | 0 | 76425 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 |  | 304720 | 2822 | SH |  | SOLE | 0 | 0 | 0 | 2822 |
| FLEXSHARES TR | ESG  CLM INVEST | 33939L571 |  | 310456 | 7533 | SH |  | SOLE | 0 | 0 | 0 | 7533 |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | 38149W630 |  | 4566340 | 91675 | SH |  | SOLE | 0 | 0 | 0 | 91675 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 2944202 | 24256 | SH |  | SOLE | 0 | 0 | 0 | 24256 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 |  | 10361314 | 207975 | SH |  | SOLE | 0 | 954 | 0 | 207021 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 3933669 | 120517 | SH |  | SOLE | 0 | 0 | 0 | 120517 |
| HOME DEPOT INC | COM | 437076102 |  | 695163 | 1896 | SH |  | SOLE | 0 | 0 | 0 | 1896 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 235840 | 434 | SH |  | SOLE | 0 | 0 | 0 | 434 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 5731144 | 58338 | SH |  | SOLE | 0 | 0 | 0 | 58338 |
| INVESCO EXCHANGE TRADED FD T | S EQL ENR | 46137V365 |  | 3009467 | 40406 | SH |  | SOLE | 0 | 0 | 0 | 40406 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 46137V738 |  | 215004 | 3460 | SH |  | SOLE | 0 | 0 | 0 | 3460 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 233676 | 1685 | SH |  | SOLE | 0 | 0 | 0 | 1685 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 433379 | 6988 | SH |  | SOLE | 0 | 0 | 0 | 6988 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 285212 | 1157 | SH |  | SOLE | 0 | 0 | 0 | 1157 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 267869 | 1420 | SH |  | SOLE | 0 | 0 | 0 | 1420 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 |  | 266845 | 5485 | SH |  | SOLE | 0 | 0 | 0 | 5485 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 256035 | 2020 | SH |  | SOLE | 0 | 0 | 0 | 2020 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 309641 | 12302 | SH |  | SOLE | 0 | 0 | 0 | 12302 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 309692 | 4944 | SH |  | SOLE | 0 | 0 | 0 | 4944 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 |  | 708880 | 8420 | SH |  | SOLE | 0 | 0 | 0 | 8420 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 |  | 304806 | 6999 | SH |  | SOLE | 0 | 0 | 0 | 6999 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 894286 | 2548 | SH |  | SOLE | 0 | 0 | 0 | 2548 |
| ISHARES TR | AGENCY BOND ETF | 464288166 |  | 13553584 | 123551 | SH |  | SOLE | 0 | 0 | 0 | 123551 |
| ISHARES TR | ESG ADVNCD HY BD | 46435G441 |  | 306755 | 6458 | SH |  | SOLE | 0 | 0 | 0 | 6458 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 81464623 | 1356613 | SH |  | SOLE | 0 | 0 | 0 | 1356613 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 771132 | 15144 | SH |  | SOLE | 0 | 0 | 0 | 15144 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 788134 | 15877 | SH |  | SOLE | 0 | 0 | 0 | 15877 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 11699639 | 230535 | SH |  | SOLE | 0 | 0 | 0 | 230535 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 275103 | 1801 | SH |  | SOLE | 0 | 0 | 0 | 1801 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2184336 | 7535 | SH |  | SOLE | 0 | 0 | 0 | 7535 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 339266 | 733 | SH |  | SOLE | 0 | 0 | 0 | 733 |
| LOWES COS INC | COM | 548661107 |  | 212330 | 957 | SH |  | SOLE | 0 | 0 | 0 | 957 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 441541 | 786 | SH |  | SOLE | 0 | 0 | 0 | 786 |
| MCDONALDS CORP | COM | 580135101 |  | 293923 | 1006 | SH |  | SOLE | 0 | 0 | 0 | 1006 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2252401 | 3052 | SH |  | SOLE | 0 | 0 | 0 | 3052 |
| MICROSOFT CORP | COM | 594918104 |  | 7073869 | 14221 | SH |  | SOLE | 0 | 0 | 0 | 14221 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 451057 | 3202 | SH |  | SOLE | 0 | 0 | 0 | 3202 |
| NETFLIX INC | COM | 64110L106 |  | 398447 | 298 | SH |  | SOLE | 0 | 0 | 0 | 298 |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 |  | 12937978 | 439022 | SH |  | SOLE | 0 | 1739 | 0 | 437283 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 624975 | 1250 | SH |  | SOLE | 0 | 0 | 0 | 1250 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 8721184 | 55201 | SH |  | SOLE | 0 | 0 | 0 | 55201 |
| ORACLE CORP | COM | 68389X105 |  | 580244 | 2654 | SH |  | SOLE | 0 | 0 | 0 | 2654 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 3628702 | 26619 | SH |  | SOLE | 0 | 0 | 0 | 26619 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 600631 | 2935 | SH |  | SOLE | 0 | 0 | 0 | 2935 |
| REALTY INCOME CORP | COM | 756109104 |  | 296288 | 5143 | SH |  | SOLE | 0 | 0 | 0 | 5143 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 |  | 167815 | 33165 | SH |  | SOLE | 0 | 0 | 0 | 33165 |
| SAREPTA THERAPEUTICS INC | COM | 803607100 |  | 191007 | 11170 | SH |  | SOLE | 0 | 0 | 0 | 11170 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 568608 | 6232 | SH |  | SOLE | 0 | 0 | 0 | 6232 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 327526 | 11213 | SH |  | SOLE | 0 | 0 | 0 | 11213 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 812747 | 34106 | SH |  | SOLE | 0 | 0 | 0 | 34106 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 801249 | 3164 | SH |  | SOLE | 0 | 0 | 0 | 3164 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 552283 | 6512 | SH |  | SOLE | 0 | 0 | 0 | 6512 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1089525 | 3173 | SH |  | SOLE | 0 | 0 | 0 | 3173 |
| SNOWFLAKE INC | CL A | 833445109 |  | 561663 | 2510 | SH |  | SOLE | 0 | 0 | 0 | 2510 |
| SOUTHERN CO | COM | 842587107 |  | 203036 | 2211 | SH |  | SOLE | 0 | 0 | 0 | 2211 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1724453 | 5657 | SH |  | SOLE | 0 | 0 | 0 | 5657 |
| SPDR INDEX SHS FDS | S EMKTSC ETF | 78463X756 |  | 2805365 | 45226 | SH |  | SOLE | 0 | 0 | 0 | 45226 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 555522 | 899 | SH |  | SOLE | 0 | 0 | 0 | 899 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 795488 | 32102 | SH |  | SOLE | 0 | 0 | 0 | 32102 |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | 78468R408 |  | 7079704 | 277853 | SH |  | SOLE | 0 | 0 | 0 | 277853 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 |  | 1461900 | 22000 | SH |  | SOLE | 0 | 0 | 0 | 22000 |
| TESLA INC | COM | 88160R101 |  | 5471032 | 17223 | SH |  | SOLE | 0 | 0 | 0 | 17223 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 868524 | 2784 | SH |  | SOLE | 0 | 0 | 0 | 2784 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 14086874 | 50512 | SH |  | SOLE | 0 | 103 | 0 | 50409 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2820410 | 10079 | SH |  | SOLE | 0 | 0 | 0 | 10079 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 543616 | 1240 | SH |  | SOLE | 0 | 0 | 0 | 1240 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1498248 | 4930 | SH |  | SOLE | 0 | 0 | 0 | 4930 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 812035 | 16562 | SH |  | SOLE | 0 | 0 | 0 | 16562 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 14945290 | 187991 | SH |  | SOLE | 0 | 0 | 0 | 187991 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 653391 | 3192 | SH |  | SOLE | 0 | 0 | 0 | 3192 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 7711530 | 45089 | SH |  | SOLE | 0 | 0 | 0 | 45089 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 377976 | 2944 | SH |  | SOLE | 0 | 0 | 0 | 2944 |
| VISA INC | COM CL A | 92826C839 |  | 618197 | 1741 | SH |  | SOLE | 0 | 0 | 0 | 1741 |
| VISTRA CORP | COM | 92840M102 |  | 812452 | 4192 | SH |  | SOLE | 0 | 0 | 0 | 4192 |
| WALMART INC | COM | 931142103 |  | 342060 | 3498 | SH |  | SOLE | 0 | 0 | 0 | 3498 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 273840 | 7942 | SH |  | SOLE | 0 | 0 | 0 | 7942 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 8628107 | 171499 | SH |  | SOLE | 0 | 0 | 0 | 171499 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 11710678 | 259948 | SH |  | SOLE | 0 | 0 | 0 | 259948 |

---