Mason Investment Advisory Services
$2.6B 13F equity value
88 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mason Investment Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VLUE | ISHARES TR | 4,471,056 | $893M | 34.0% |
| AVUV | AMERICAN CENTY ETF TR | 2,824,089 | $352M | 13.4% |
| VSS | VANGUARD INTL EQUITY INDEX F | 1,902,746 | $294M | 11.2% |
| AVSC | AMERICAN CENTY ETF TR | 3,553,024 | $261M | 9.9% |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | 5,646,517 | $258M | 9.8% |
| AVDV | AMERICAN CENTY ETF TR | 2,351,220 | $242M | 9.2% |
| VBR | VANGUARD INDEX FDS | 282,251 | $69M | 2.6% |
| TURF | T ROWE PRICE EXCHANGE-TRADED | 1,806,498 | $56M | 2.1% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 844,702 | $42M | 1.6% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 892,693 | $31M | 1.2% |
Track Mason Investment Advisory Services's 13F portfolio: $2.6B in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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