Mason Investment Advisory Services, Inc.

Est. AUM

$2.17B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA VALUE	$660.5M	4644885	30.50%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$313.0M	2833098	14.45%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$277.8M	1905214	12.83%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$235.7M	2360214	10.88%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$223.4M	3585892	10.32%	SOLE
6	T ROWE PRICE ETF INC	GROWTH ETF	$220.8M	5616586	10.19%	SOLE
7	VANGUARD INDEX FDS	SM CP VAL ETF	$61.5M	283035	2.84%	SOLE
8	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$34.2M	803438	1.58%	SOLE
9	PIMCO ETF TR	ENHAN SHRT MA AC	$28.0M	278155	1.29%	SOLE
10	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$23.9M	811694	1.11%	SOLE
11	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$14.7M	365075	0.68%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$9.6M	204758	0.44%	SOLE
13	DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.5M	120255	0.35%	SOLE
14	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$7.1M	160127	0.33%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.4M	5251	0.16%	SOLE
16	EXXON MOBIL CORP	COM	$2.8M	16274	0.13%	SOLE
17	ISHARES TR	EAFE VALUE ETF	$2.5M	33071	0.11%	SOLE
18	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.2M	44934	0.10%	SOLE
19	CHEVRON CORPORATION	COM	$2.1M	10257	0.10%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4163	0.08%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	38485	0.07%	SOLE
22	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.5M	25246	0.07%	SOLE
23	APPLE INC	COM	$1.3M	4968	0.06%	SOLE
24	ISHARES TR	CORE 80/20 AGGRE	$1.2M	13444	0.05%	SOLE
25	WISDOMTREE TR	US MIDCAP FUND	$1.2M	17434	0.05%	SOLE
26	VANGUARD WORLD FD	ENERGY ETF	$1.2M	6667	0.05%	SOLE
27	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.1M	1758	0.05%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3294	0.05%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$994K	12988	0.05%	SOLE
30	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$959K	4459	0.04%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$941K	16634	0.04%	SOLE
32	ISHARES TR	EAFE SML CP ETF	$927K	11818	0.04%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$885K	11857	0.04%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$825K	4203	0.04%	SOLE
35	MICROSOFT CORP	COM	$799K	2158	0.04%	SOLE
36	VANGUARD MUN BD FDS	TAX EXEMPT BD	$764K	15319	0.04%	SOLE
37	ISHARES TR	RUS 1000 GRW ETF	$753K	1766	0.03%	SOLE
38	VANGUARD INDEX FDS	REAL ESTATE ETF	$723K	8147	0.03%	SOLE
39	ALBERTSONS COS INC	COMMON STOCK	$719K	42219	0.03%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$712K	1090	0.03%	SOLE
41	VANGUARD INDEX FDS	EXTEND MKT ETF	$669K	3250	0.03%	SOLE
42	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$649K	4384	0.03%	SOLE
43	VANGUARD WORLD FD	MATERIALS ETF	$632K	2804	0.03%	SOLE
44	ARISTA NETWORKS INC	COM SHS	$608K	4955	0.03%	SOLE
45	VANGUARD INDEX FDS	LARGE CAP ETF	$533K	1782	0.02%	SOLE
46	ALPHABET INC	CAP STK CL C	$532K	1856	0.02%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$497K	831	0.02%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$494K	7319	0.02%	SOLE
49	ALPHABET INC	CAP STK CL A	$441K	1534	0.02%	SOLE
50	ISHARES TR	RUS 1000 VAL ETF	$432K	2022	0.02%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.