Mason Investment Advisory Services, Inc. — 13F holdings

Mason Investment Advisory Services, Inc. reported 84 holdings worth $2.63B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VLUE ISHARES TR — $893M (34.0%)
  2. AVUV AMERICAN CENTY ETF TR — $352M (13.4%)
  3. VSS VANGUARD INTL EQUITY INDEX F — $294M (11.2%)
  4. AVSC AMERICAN CENTY ETF TR — $261M (9.9%)
  5. TGRT T ROWE PRICE ETF INC — $258M (9.8%)
  6. AVDV AMERICAN CENTY ETF TR — $242M (9.2%)
  7. VBR VANGUARD INDEX FDS — $68.6M (2.6%)
  8. TURF T ROWE PRICE EXCHANGE-TRADED — $56.1M (2.1%)
  9. CGDV CAPITAL GROUP DIVIDEND VALUE — $41.6M (1.6%)
  10. CGXU CAPITAL GROUP INTL FOCUS EQT — $30.9M (1.2%)