Mason Investment Advisory Services
$2.2B Assets Reported
83 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VLUE | ISHARES TR | 4,644,885 | $660M | 30.5% |
| AVUV | AMERICAN CENTY ETF TR | 2,833,098 | $313M | 14.5% |
| VSS | VANGUARD INTL EQUITY INDEX F | 1,905,214 | $278M | 12.8% |
| AVDV | AMERICAN CENTY ETF TR | 2,360,214 | $236M | 10.9% |
| AVSC | AMERICAN CENTY ETF TR | 3,585,892 | $223M | 10.3% |
| TGRT | T ROWE PRICE ETF INC | 5,616,586 | $221M | 10.2% |
| VBR | VANGUARD INDEX FDS | 283,035 | $61M | 2.8% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 803,438 | $34M | 1.6% |
| MINT | PIMCO ETF TR | 278,155 | $28M | 1.3% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 811,694 | $24M | 1.1% |
Track Mason Investment Advisory Services's 13F portfolio: $2.2B in reported holdings, 83 positions. Top holdings, AUM, and quarterly changes on SentiSense.