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Manager Directed Portfolios shares owned by Mason & Associates

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Mason & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Mason & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $960k 92k 10.40

More positions owned by Mason & Associates

Ishares Tr Rus 1000 Etf (IWB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard World Comm Srvc Etf (VOX)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mason & Associates

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Colony
Brighton Jones
First Pacific Financial
FMR
Forum Financial Management
PFG Investments
Natural Investments
Mission Wealth Management
Colorado Capital Management
WCG Wealth Advisors
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
Savant Capital Management

View all funds holding Manager Directed Portfolios