Institutions / Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc.

CIK 1635007 · Institution · as of Dec 31, 2025

Portfolio value

$2.11B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 80 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$641.68M	4,693,071	30.4%
American Centy ETF Tr	—	$290.12M	2,844,838	13.8%
Vanguard Intl Equity Index F	—	$277.73M	1,937,698	13.2%
T Rowe Price ETF Inc	—	$238.59M	5,391,884	11.3%
American Centy ETF Tr	—	$227.01M	2,415,798	10.8%
American Centy ETF Tr	—	$211.92M	3,607,787	10.1%
Vanguard Index Fds	—	$60.40M	285,194	2.9%
Capital Group Dividend Value	—	$34.44M	789,138	1.6%
PIMCO ETF Tr	—	$30.24M	301,338	1.4%
Capital Group Intl Focus Eqt	—	$20.90M	707,368	1.0%
Capital Group Growth ETF	—	$12.64M	284,304	0.6%
Vanguard Intl Equity Index F	—	$7.35M	160,296	0.3%
Dimensional ETF Trust	—	$7.16M	120,225	0.3%
SPDR S&P 500 ETF Tr	—	$3.58M	5,252	0.2%
iShares Tr	—	$2.36M	33,071	0.1%
Schwab Strategic Tr	—	$2.03M	44,934	0.1%
Exxon Mobil Corp	—	$1.96M	16,284	0.1%
Chevron Corp	—	$1.56M	10,246	0.1%
Dimensional ETF Trust	—	$1.54M	38,862	0.1%
Vanguard Scottsdale Fds	—	$1.47M	25,094	0.1%
Apple Inc.	—	$1.37M	5,033	0.1%
WisdomTree Tr	—	$1.16M	17,434	0.1%
Vanguard Index Fds	—	$1.10M	3,283	0.1%
SPDR S&P Midcap 400 ETF Tr	—	$1.06M	1,758	0.1%
SPDR Series Trust	—	$1.04M	12,988	0.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.