S.A. Mason LLC
S.A. Mason LLC is an SEC-registered independent investment advisory firm headquartered in Holland, Michigan. The firm was founded by Samuel Arthur Mason and is managed by a small team, focusing on providing tailored investment management and advisory services, primarily to individuals, high net worth individuals, and select organizations. With a boutique approach and emphasis on client-specific solutions, S.A. Mason serves approximately 720 accounts and manages over $573 million in assets as of March 2024. The firm is committed to offering comprehensive wealth management and personalized investment strategies.
Investment Strategy
S.A. Mason LLC deploys a client-focused investment strategy, emphasizing discretionary and non-discretionary portfolio management for individuals and high-net-worth clients. The firm allocates client assets across a diversified mix of equities, ETFs, and select funds, focusing on risk management, asset allocation, and long-term capital appreciation. Top holdings historically include major market ETFs and blue-chip stocks, reflecting a blend of passive and active management tailored to client objectives. S.A. Mason LLC places particular importance on matching investment solutions to each client’s risk tolerance, time horizon, and financial goals.
Top Holdings
Equity Positions (254)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 6.69% | $15.2M | 81,294 | $9.28 | $186.58 | +$2.4M |
V VTI | Vanguard Total Stock Market ETF | 3.96% | $9.0M | 27,355 | $198.32 | $328.17 | +$952.1K |
M MSFT | Microsoft Corp | 3.50% | $7.9M | 15,315 | $166.50 | $517.95 | +$4.6K |
I IVV | iShares Core S&P 500 ETF | 3.14% | $7.1M | 10,628 | $391.65 | $669.30 | +$621.2K |
S SPY | SPDR S&P 500 ETF Trust | 2.69% | $6.1M | 9,134 | $313.29 | $666.18 | +$441.4K |