Mason Investment Advisory Services, Inc.: 13F holdings
CIK 16350072026Q2
| Positions | 84 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VLUE ISHARES TR | 4,471,056 | $893.4m | 34.0% |
| AVUV AMERICAN CENTY ETF TR | 2,824,089 | $352.3m | 13.4% |
| VSS VANGUARD INTL EQUITY INDEX F | 1,902,746 | $293.6m | 11.2% |
| AMERICAN CENTY ETF TR | 3,553,024 | $260.6m | 9.9% |
| T ROWE PRICE EXCHANGE-TRADED | 5,646,517 | $258.2m | 9.8% |
| AVDV AMERICAN CENTY ETF TR | 2,351,220 | $242.3m | 9.2% |
| VBR VANGUARD INDEX FDS | 282,251 | $68.6m | 2.6% |
| T ROWE PRICE EXCHANGE-TRADED | 1,806,498 | $56.1m | 2.1% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 844,702 | $41.6m | 1.6% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 892,693 | $30.9m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1635007")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.