§ 13F · FUND PROFILE
Mason Investment Advisory Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1834.2T (13F)Positions · 74Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | 4.69M | $641.7T | 30.4% | ±0% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 2.84M | $290.1T | 13.8% | +3% |
| 3 | VSS | VANGUARD INTL EQUITY INDEX F | 1.94M | $277.7T | 13.2% | +2% |
| 4 | TGRT | T ROWE PRICE ETF INC | 5.39M | $238.6T | 11.3% | ±0% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 2.42M | $227.0T | 10.8% | +1% |
| 6 | AVSC | AMERICAN CENTY ETF TR | 3.61M | $211.9T | 10.1% | +3% |
| 7 | VBR | VANGUARD INDEX FDS | 285K | $60.4T | 2.9% | +1% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 789K | $34.4T | 1.6% | +66% |
| 9 | MINT | PIMCO ETF TR | 301K | $30.2T | 1.4% | −38% |
| 10 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 707K | $20.9T | 1.0% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASON SIGNAL
AC read
Mason Investment Advisory Services, Inc. is a Other fund managing $1834207.8 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed