Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mason Investment Advisory Services, Inc. (CIK 1635007) reported $2.17B across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VLUE ($660.5M, 30.50%), AVUV ($313.0M, 14.45%), VSS ($277.8M, 12.83%), AVDV ($235.7M, 10.88%), AVSC ($223.4M, 10.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $660.5M | 30.50% | 4.6M | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $313.0M | 14.45% | 2.8M | Trimmed |
| 3 | VSS | VANGUARD INTL EQUITY INDEX F | $277.8M | 12.83% | 1.9M | Trimmed |
| 4 | AVDV | AMERICAN CENTY ETF TR | $235.7M | 10.88% | 2.4M | Trimmed |
| 5 | AVSC | AMERICAN CENTY ETF TR | $223.4M | 10.32% | 3.6M | Trimmed |
| 6 | TGRT | T ROWE PRICE ETF INC | $220.8M | 10.19% | 5.6M | Added |
| 7 | VBR | VANGUARD INDEX FDS | $61.5M | 2.84% | 283,035 | Trimmed |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.2M | 1.58% | 803,438 | Added |
| 9 | MINT | PIMCO ETF TR | $28.0M | 1.29% | 278,155 | Trimmed |
| 10 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.9M | 1.11% | 811,694 | Added |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $14.7M | 0.68% | 365,075 | Added |
| 12 | AVSCX | AMERICAN CENTY ETF TR | $9.6M | 0.44% | 204,758 | New |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $7.5M | 0.35% | 120,255 | Added |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | $7.1M | 0.33% | 160,127 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 0.16% | 5,251 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $2.8M | 0.13% | 16,274 | Trimmed |
| 17 | EFV | ISHARES TR | $2.5M | 0.11% | 33,071 | Hold |
| 18 | CVX | CHEVRON CORPORATION | $2.1M | 0.10% | 10,257 | Added |
| 19 | FNDF | SCHWAB STRATEGIC TR | $2.2M | 0.10% | 44,934 | Hold |
| 20 | VUG | VANGUARD INDEX FDS | $1.8M | 0.08% | 4,163 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $1.5M | 0.07% | 38,485 | Trimmed |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $1.5M | 0.07% | 25,246 | Added |
| 23 | AAPL | APPLE INC | $1.3M | 0.06% | 4,968 | Trimmed |
| 24 | SPLG | SPDR SERIES TRUST | $994,102 | 0.05% | 12,988 | Hold |
| 25 | VDE | VANGUARD WORLD FD | $1.2M | 0.05% | 6,667 | Added |
Source: SEC Form 13F filings · as of 2026-03-31