Mason Investment Advisory Services, Inc. - Portfolio overview

Mason Investment Advisory Services, Inc. has 87 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VLUE - ISHARES TR, 30.41%
2. AVUV - AMERICAN CENTY ETF TR, 14.41%
3. VSS - VANGUARD INTL EQUITY INDEX F, 12.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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