Mason Investment Advisory Services, Inc.
CIK: 0001635007SEC EDGAR →
Portfolio Value
$2.1B
Holdings
80
As of
Q4 2025
New Positions
9
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 4,693,071 | $641.7M | 30.45% |
| 2 | AMERICAN CENTY ETF TR | 2,844,838 | $290.1M | 13.77% |
| 3 | VANGUARD INTL EQUITY INDEX F | 1,937,698 | $277.7M | 13.18% |
| 4 | T ROWE PRICE ETF INC | 5,391,884 | $238.6M | 11.32% |
| 5 | AMERICAN CENTY ETF TR | 2,415,798 | $227.0M | 10.77% |
| 6 | AMERICAN CENTY ETF TR | 3,607,787 | $211.9M | 10.06% |
| 7 | VANGUARD INDEX FDS | 285,194 | $60.4M | 2.87% |
| 8 | CAPITAL GROUP DIVIDEND VALUE | 789,138 | $34.4M | 1.63% |
| 9 | PIMCO ETF TR | 301,338 | $30.2M | 1.43% |
| 10 | CAPITAL GROUP INTL FOCUS EQT | 707,368 | $20.9M | 0.99% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $2.1B | 99.5% |
| Technology | 5 | $3.7M | 0.2% |
| Energy | 2 | $3.5M | 0.2% |
| Communication Services | 2 | $1.3M | 0.1% |
| Consumer Defensive | 3 | $1.3M | 0.1% |
| Consumer Cyclical | 2 | $646K | 0.0% |
| Healthcare | 2 | $331K | 0.0% |
| Unknown | 1 | $245K | 0.0% |