MASECO LLP

SEC CIK
0002074052

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC

Positions
291
−100 vs. Q1 2026
Total value
$3.56B
+$368.93M (+11.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

MASECO LLP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,371,581$603.88M16.97%−114,982−1.5%Reduced–
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS6,671,234$393.37M11.06%+179,246+2.8%Added–
AMERICAN CENTY ETF TR025072885US EQT ETF2,377,661$304.59M8.56%+39,384+1.7%Added–
DIMENSIONAL ETF TRUST25434V583GLOB CO PLUS ETF4,107,724$223.67M6.29%+257,087+6.7%Added–
AMERICAN CENTY ETF TR025072703INTL EQT ETF2,008,367$179.16M5.04%+50,596+2.6%Added–
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY3,391,403$126.24M3.55%+222,879+7.0%Added–
AMERICAN CENTY ETF TR025072281AVANTIS RESPON U1,305,465$115.64M3.25%+12,550+1.0%Added–
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT1,161,088$112.07M3.15%+4830.0%Added–
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE1,999,281$110.02M3.09%−21,761−1.1%Reduced–
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT2,043,736$105.61M2.97%+205,173+11.2%Added–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF2,365,428$104.89M2.95%+253,265+12.0%Added–
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA1,922,639$100.09M2.81%+65,938+3.6%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK2,378,111$98.12M2.76%+110,726+4.9%Added–
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY2,068,712$96.5M2.71%+44,357+2.2%Added–
AMERICAN CENTY ETF TR025072687AVANTIS SHFXDINC2,039,533$94.99M2.67%+83,603+4.3%Added–
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO2,307,093$93.78M2.64%+61,342+2.7%Added–
ISHARES TR46429B7470-5 YR TIPS ETF800,732$81.78M2.30%+25,882+3.3%Added–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF1,441,537$57.97M1.63%+41,743+3.0%Added–
AMERICAN CENTY ETF TR025072299AVAN RE INTL ETF711,707$56.86M1.60%+9,866+1.4%Added–
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL1,003,214$54.18M1.52%−13,995−1.4%Reduced–
DIMENSIONAL ETF TRUST25434V658GLOBAL REAL EST1,609,286$46.63M1.31%+53,177+3.4%Added–
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL1,012,064$45.7M1.28%+24,530+2.5%Added–
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF772,357$36.87M1.04%+33,518+4.5%Added–
AMERICAN CENTY ETF TR025072315AVA RES MAR ETF436,282$35.7M1.00%+911+0.2%Added–
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679ETF292,859$32.32M0.91%−39,991−12.0%Reduced–
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF594,139$29.03M0.82%+5,736+1.0%Added–
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS455,561$26.51M0.75%+11,240+2.5%Added–
VANGUARD S&P 500 ETF922908363ETF37,569$25.78M0.72%+1,886+5.3%Added–
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF282,786$23.28M0.65%−4,854−1.7%Reduced–
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF143,211$11.87M0.33%+1,609+1.1%Added–
ISHARES CORE S&P 500 ETF464287200ETF15,027$11.27M0.32%−1,246−7.7%Reduced–
SPYSTATE STREET SPDR S&P 500 ETFETF10,943$8.17M0.23%+19+0.2%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF16,565$6.13M0.17%−622−3.6%Reduced–
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE527,020$6M0.17%+25,963+5.2%Added–
GOOGALPHABET INC CAP STK CL CStock15,711$5.55M0.16%00.0%UnchangedView
JPMJPMORGAN CHASE & CO COMStock13,578$4.44M0.12%+44+0.3%AddedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF27,979$4.42M0.12%−655−2.3%Reduced–
ISHARES INC464286517JP MORGAN EM ETF90,021$3.82M0.11%−6,797−7.0%Reduced–
ISHARES TR46436E7180-3 MTH TREASURY29,574$2.98M0.08%−9,037−23.4%Reduced–
ISHARES TR464288646ISHS 1-5YR INVS56,275$2.95M0.08%−380−0.7%Reduced–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF36,882$2.63M0.07%+3,942+12.0%Added–
ISHARES TR46435U853BROAD USD HIGH68,740$2.55M0.07%−2,926−4.1%Reduced–
ISHARES CORE MSCI EAFE ETF46432F842ETF25,570$2.47M0.07%−2,038−7.4%Reduced–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF41,318$2.47M0.07%+228+0.6%Added–
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771ETF78,421$2.44M0.07%−2,025−2.5%Reduced–
VANGUARD WHITEHALL FDS921946794INTL HIGH ETF24,080$2.36M0.07%+921+4.0%Added–
AAPLAPPLE INC COMStock7,306$2.11M0.06%+20.0%AddedView
SPDR SERIES TRUST78468R796ST STR SP500FF34,150$2.09M0.06%00.0%Unchanged–
VANECK ETF TRUST92189F106GOLD MINERS ETF25,909$1.95M0.05%+1,840+7.6%Added–
ISHARES TR464288257MSCI ACWI ETF12,330$1.93M0.05%+20+0.2%Added–
VANGUARD MORNINGSTAR LARGE-CAP ETF922908637ETF5,564$1.91M0.05%−305−5.2%Reduced–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF8,058$1.76M0.05%+18+0.2%Added–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF13,078$1.62M0.05%+9,811+300.3%Added–
VANGUARD MALVERN FDS922020805STRM INFPROIDX32,302$1.62M0.05%00.0%Unchanged–
VANGUARD SHORT-TERM BOND ETF921937827ETF19,974$1.56M0.04%−1,642−7.6%Reduced–
DIMENSIONAL ULTRASHORT FIXED INCOME ETF25434V591ETF28,419$1.44M0.04%+21,767+327.2%Added–
AZNASTRAZENECA PLC ORDADR7,316$1.37M0.04%−94−1.3%ReducedView
ABBVABBVIE INC COMStock5,446$1.37M0.04%−29−0.5%ReducedView
VANGUARD STAR FDS921909768VG TL INTL STK F15,472$1.32M0.04%+1,305+9.2%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,625$1.31M0.04%+182+7.4%AddedView
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880ETF32,724$1.21M0.03%+4,566+16.2%Added–
MSFTMICROSOFT CORP COMStock3,231$1.2M0.03%+116+3.7%AddedView
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF22,153$1.17M0.03%−710−3.1%Reduced–
DBDEUTSCHE BK AGNAMEN AKT34,024$1.15M0.03%+34,024NewView
VANGUARD REAL ESTATE ETF922908553ETF11,450$1.1M0.03%+11+0.1%Added–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF11,675$1.01M0.03%+9,518+441.3%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF1,336$983.1K0.03%+1,336New–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF10,163$842.14K0.02%−286−2.7%Reduced–
INVESCO S&P 500 QUALITY ETF46137V241ETF9,296$837.52K0.02%+9,296New–
ISHARES CORE S&P SMALL CAP ETF464287804ETF5,570$826.14K0.02%+812+17.1%Added–
VANGUARD INTL EQUITY INDEX F922042874FTSE EUROPE ETF8,883$786.38K0.02%+108+1.2%Added–
MRKMERCK & CO INC COMStock5,873$754.09K0.02%−141−2.3%ReducedView
VANGUARD INTL EQUITY INDEX F922042866FTSE PACIFIC ETF6,428$743.61K0.02%00.0%Unchanged–
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506ETF8,858$717.9K0.02%00.0%Unchanged–
DIMENSIONAL U.S. TARGETED VALUE ETF25434V609ETF10,140$708.57K0.02%+10.0%Added–
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE12,275$664.57K0.02%00.0%Unchanged–
ISHARES TR4642874571 3 YR TREAS BD7,885$647.4K0.02%00.0%Unchanged–
ISHARES RUSSELL 2000 ETF464287655ETF2,125$638.35K0.02%+357+20.2%Added–
ISHARES TR4642886613 7 YR TREAS BD5,328$625.75K0.02%00.0%Unchanged–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF6,145$608.09K0.02%+7+0.1%Added–
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF2,382$578.64K0.02%+1,446+154.5%Added–
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF6,512$533.88K0.02%−571−8.1%Reduced–
PEPPEPSICO INC COMStock3,792$513.46K0.01%−74−1.9%ReducedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT2,389$508.24K0.01%+161+7.2%Added–
VANGUARD INDEX FDS922908652EXTEND MKT ETF2,021$497.6K0.01%00.0%Unchanged–
SUNBSUNBELT RENTALS HOLDINGS INCSHS6,638$495K0.01%−1,922−22.5%ReducedView
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF5,974$493.69K0.01%+1,242+26.2%Added–
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD17,060$461.47K0.01%00.0%Unchanged–
ISHARES TR464287291GLOBAL TECH ETF3,000$432.86K0.01%+3,000New–
EBAYEBAY INC.COM3,849$430.15K0.01%+3,818+12,316.1%AddedView
ABTABBOTT LABORATORIES COMStock4,641$420.82K0.01%−180−3.7%ReducedView
KOCOCA COLA CO COMStock4,859$394.72K0.01%−114−2.3%ReducedView
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF1,970$389.28K0.01%00.0%Unchanged–
VANGUARD SCOTTSDALE FDS92206C664VNG RUS2000IDX3,131$380.12K0.01%−569−15.4%Reduced–
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888ETF7,889$379.42K0.01%00.0%Unchanged–
VANGUARD TOTAL WORLD STOCK ETF922042742ETF2,231$350.18K0.01%+251+12.7%Added–
NVDANVIDIA CORPORATION COMStock1,709$341.45K0.01%−118−6.5%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,361$329.96K0.01%00.0%Unchanged–
MCDMCDONALDS CORP COMStock1,208$326.53K0.01%+2+0.2%AddedView
AMZNAMAZON COM INC COMStock1,331$317.06K0.01%+618+86.7%AddedView

Sold out since Q1 2026 (122)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 122 by value.

MASECO LLP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM256$57.85K0.00%
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF249$36.5K0.00%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF222$35.9K0.00%
BNSBANK NOVA SCOTIA B CCOM436$30.19K0.00%
LRCXLAM RESEARCH CORP COM NEWStock130$27.83K0.00%
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF226$24.62K0.00%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF528$24.23K0.00%
AMATAPPLIED MATLS INC COMStock70$24.05K0.00%
AMDADVANCED MICRO DEVICES INC COMStock107$21.76K0.00%
ASXASE TECHNOLOGY HLDG CO LTDSPONSORED ADS994$21.56K0.00%
XYLXYLEM INCCOM178$21.23K0.00%
CCITIGROUP INC COM NEWStock182$20.59K0.00%
WPMWHEATON PRECIOUS METALS CORPCOM143$18.71K0.00%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF192$15.74K0.00%
CTVACORTEVA INC COMStock186$15.56K0.00%
ASMLASML HLDG NV N Y REGISTRY SHSADR11$14.6K0.00%
STTSTATE STR CORPCOM109$13.77K0.00%
CIBGRUPO CIBEST SASPON ADS182$13.25K0.00%
BKNGBOOKING HOLDINGS INC COMStock3$12.64K0.00%
OMCOMNICOM GROUP INCCOM155$11.71K0.00%
WABWABTEC COMStock44$11.02K0.00%
NDAQNASDAQ INCCOM126$10.73K0.00%
VANGUARD COMMUNICATION SERVICES ETF92204A884ETF59$10.62K0.00%
ACMAECOMCOM124$10.54K0.00%
SBUXSTARBUCKS CORP COMStock116$10.36K0.00%
TMUST-MOBILE US INC COMStock47$9.94K0.00%
KBKB FINL GROUP INCSPONSORED ADR99$9.9K0.00%
CAHCARDINAL HEALTH INC COMStock45$9.57K0.00%
VRSKVERISK ANALYTICS INCCOM50$9.5K0.00%
INTCINTEL CORP COMStock203$8.96K0.00%
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF142$8.7K0.00%
NMRNOMURA HLDGS INCSPONSORED ADR1,078$8.51K0.00%
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A129$7.91K0.00%
MOSMOSAIC COCOM309$7.87K0.00%
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS19$7.48K0.00%
BSXBOSTON SCIENTIFIC CORP COMStock118$7.4K0.00%
ANETARISTA NETWORKS INC COM SHSStock60$7.37K0.00%
INTUINTUIT COMStock17$7.36K0.00%
CARRCARRIER GLOBAL CORPORATION COMStock130$7.31K0.00%
DARDARLING INGREDIENTS INCCOM117$7.24K0.00%
ITWILLINOIS TOOL WKS INC COMStock27$7.12K0.00%
HSYHERSHEY COCOM32$6.75K0.00%
SQMSOCIEDAD QUIMICA Y MINERA DESPON ADR SER B83$6.72K0.00%
METMETLIFE INC COMStock86$6.1K0.00%
INFYINFOSYS LTDSPONSORED ADR440$5.95K0.00%
BNYBANK OF NY MELLON CORP COMStock50$5.88K0.00%
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSADR316$5.84K0.00%
ADBEADOBE INC COMStock24$5.83K0.00%
STNSTANTEC INCCOM64$5.53K0.00%
MDLZMONDELEZ INTL INC CL AStock94$5.44K0.00%
XPEVXPENG INCADS299$5.12K0.00%
NTAPNETAPP INC COMStock48$4.95K0.00%
BMOBANK MONTREAL MEDIUMCOM36$4.82K0.00%
FSLRFIRST SOLAR INC COMStock24$4.73K0.00%
MRVLMARVELL TECHNOLOGY INCCOM47$4.66K0.00%
TGTTARGET CORP COMStock36$4.34K0.00%
LILI AUTO INCSPONSORED ADS243$4.33K0.00%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR46$4.16K0.00%
PSOPEARSON PLCSPONSORED ADR307$4.04K0.00%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y100ETF76$3.8K0.00%
GILDGILEAD SCIENCES INC COMStock27$3.79K0.00%
CDNSCADENCE DESIGN SYSTEM INC COMStock13$3.61K0.00%
BEPCBROOKFIELD RENEWABLE CORPCL A EX SUB VTG90$3.58K0.00%
ALCALCON AG ORD SHSStock47$3.55K0.00%
AIZASSURANT INC COMStock16$3.5K0.00%
AVYAVERY DENNISON CORPCOM20$3.47K0.00%
PAASPAN AMERN SILVER CORP COMStock63$3.46K0.00%
RDYDR REDDYS LABS LTDADR246$3.41K0.00%
VRTXVERTEX PHARMACEUTICALS INC COMStock7$3.13K0.00%
AEMAGNICO EAGLE MINES LTD COMStock15$3.06K0.00%
NXTNEXTPOWER INC COMStock25$3.02K0.00%
DASHDOORDASH INC CL AStock20$3K0.00%
DRIDARDEN RESTAURANTS INCCOM15$2.96K0.00%
QQNITY ELECTRONICS INCCOMMON STOCK24$2.77K0.00%
WSMWILLIAMS SONOMA INCCOM15$2.76K0.00%
CMECME GROUP INCCOM9$2.67K0.00%
CNHCNH INDL N VSHS239$2.63K0.00%
NIONIO INC SPON ADSADR436$2.63K0.00%
KHCKRAFT HEINZ CO COMStock117$2.63K0.00%
VRTVERTIV HOLDINGS COCOM CL A10$2.51K0.00%
LOWLOWES COS INC COMStock10$2.39K0.00%
RACEFERRARI N VCOM7$2.38K0.00%
NETCLOUDFLARE INCCL A COM11$2.27K0.00%
DDDUPONT DE NEMOURS INCCOM50$2.27K0.00%
FMCFMC CORPCOM NEW131$2.26K0.00%
PVHPVH CORPORATIONCOM31$2.16K0.00%
ASRGRUPO AEROPORTUARIO DEL SURESPON ADR SER B6$2.16K0.00%
TOPBUILD COR COM89055F103Stock6$2.11K0.00%
LPLALPL FINL HLDGS INCCOM7$2.11K0.00%
WFCWELLS FARGO & CO COMStock26$2.09K0.00%
JDJD.COM INCSPON ADS CL A70$2.07K0.00%
BIDUBAIDU INC SPON ADR REP AADR18$2.01K0.00%
BILIBILIBILI INCSPONS ADS REP Z79$1.78K0.00%
TRUTRANSUNIONCOM24$1.67K0.00%
TKCTURKCELL ILETISIMSPON ADR NEW276$1.66K0.00%
ARMKARAMARKCOM40$1.63K0.00%
APPAPPLOVIN CORPCOM CL A4$1.59K0.00%
CLXCLOROX CO DEL COMStock13$1.37K0.00%
BRBROADRIDGE FINL SOLUTIONS INC COMStock8$1.3K0.00%
CRWDCROWDSTRIKE HLDGS INC CL AStock3$1.17K0.00%

13F filings by quarter

MASECO LLP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 5, 2026291$3.56Bvs. Q1 2026SEC
Q1 2026Apr 21, 2026391$3.19Bvs. Q4 2025SEC
Q4 2025Jan 22, 2026543$2.3Bvs. Q3 2025SEC
Q3 2025Nov 12, 2025267$2.06Bvs. Q2 2025SEC
Q2 2025Jul 15, 2025509$2.63B–SEC