Mason Investment Advisory Services, Inc. Top Holdings and 13F Report (2026) About Mason Investment Advisory Services, Inc.Investment ActivityMason Investment Advisory Services, Inc. has $2.17 billion in total holdings as of March 31, 2026.Mason Investment Advisory Services, Inc. owns shares of 79 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Mason Investment Advisory Services, Inc. has purchased 80 new stocks and bought additional shares in 31 stocks.Mason Investment Advisory Services, Inc. sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA Value Factor ETF $660,456,219Avantis U.S. Small Cap Value ETF $312,972,346Vanguard FTSE All-World ex-US Small-Cap ETF $277,761,128Avantis International Small Cap Value ETF $235,691,012Avantis U.S. Small Cap Equity ETF $223,401,089 Largest New Holdings this Quarter 02507A606 - AMERICAN CENTY ETF TR $9,626,185 Holding87283Q743 - T ROWE PRICE ETF INC $223,156 Holding874039100 - Taiwan Semiconductor Manufacturing $203,143 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 204,758 shares (about $9.63M)T. Rowe Price Growth ETF 224,702 shares (about $8.83M)Capital Group Growth ETF 80,771 shares (about $3.25M)Capital Group International Focus Equity ETF 104,326 shares (about $3.08M)Vanguard Growth ETF 2,492 shares (about $1.09M) Largest Sales this Quarter iShares MSCI USA Value Factor ETF 48,186 shares (about $6.85M)Avantis International Small Cap Value ETF 55,584 shares (about $5.55M)Vanguard FTSE All-World ex-US Small-Cap ETF 32,484 shares (about $4.74M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 23,183 shares (about $2.33M)Avantis U.S. Small Cap Equity ETF 21,895 shares (about $1.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMason Investment Advisory Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVLUEiShares MSCI USA Value Factor ETF$660,456,219$6,851,568 â–¼-1.0%4,644,88530.5%ETFAVUVAvantis U.S. Small Cap Value ETF$312,972,346$1,296,918 â–¼-0.4%2,833,09814.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$277,761,128$4,735,842 â–¼-1.7%1,905,21412.8%ETFAVDVAvantis International Small Cap Value ETF$235,691,012$5,550,619 â–¼-2.3%2,360,21410.9%ETFAVSCAvantis U.S. Small Cap Equity ETF$223,401,089$1,364,059 â–¼-0.6%3,585,89210.3%ETFTGRTT. Rowe Price Growth ETF$220,788,012$8,833,036 â–²4.2%5,616,58610.2%ETFVBRVanguard Small-Cap Value ETF$61,489,381$469,043 â–¼-0.8%283,0352.8%ETFCGDVCapital Group Dividend Value ETF$34,178,272$608,322 â–²1.8%803,4381.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$27,974,008$2,331,511 â–¼-7.7%278,1551.3%ETFCGXUCapital Group International Focus Equity ETF$23,936,852$3,076,573 â–²14.7%811,6941.1%ETFCGGRCapital Group Growth ETF$14,672,368$3,246,187 â–²28.4%365,0750.7%ETFAMERICAN CENTY ETF TR$9,626,185$9,626,185 â–²New Holding204,7580.4%AVANTIS TOTAL EQDFATDimensional U.S. Targeted Value ETF$7,509,906$1,873 â–²0.0%120,2550.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$7,117,649$7,512 â–¼-0.1%160,1270.3%ETFSPYSPDR S&P 500 ETF Trust$3,415,024$650 â–¼0.0%5,2510.2%FinanceXOMExxonMobil$2,760,968$1,697 â–¼-0.1%16,2740.1%EnergyEFViShares MSCI EAFE Value ETF$2,458,8540.0%33,0710.1%ETFFNDFSchwab Fundamental International Equity ETF$2,198,5990.0%44,9340.1%ETFCVXChevron$2,122,072$2,276 â–²0.1%10,2570.1%EnergyVUGVanguard Growth ETF$1,818,207$1,088,391 â–²149.1%4,1630.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,495,514$14,650 â–¼-1.0%38,4850.1%ETFVGSHVanguard Short-Term Treasury ETF$1,477,910$8,898 â–²0.6%25,2460.1%ETFAAPLApple$1,260,744$16,495 â–¼-1.3%4,9680.1%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,189,652$175,917 â–²17.4%13,4440.1%ETFEZMWisdomTree U.S. MidCap Fund$1,171,8940.0%17,4340.1%FinanceVDEVanguard Energy ETF$1,153,591$24,051 â–²2.1%6,6670.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,084,4560.0%1,7580.1%ETFVTIVanguard Total Stock Market ETF$1,056,669$3,529 â–²0.3%3,2940.0%ETFSPLGSPDR Portfolio S&P 500 ETF$994,1020.0%12,9880.0%ETFVIGVanguard Dividend Appreciation ETF$958,881$2,150 â–²0.2%4,4590.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$941,130$1,188 â–²0.1%16,6340.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$926,6110.0%11,8180.0%ETFGNRSPDR S&P Global Natural Resources ETF$885,3580.0%11,8570.0%ETFVTVVanguard Value ETF$824,645$97,906 â–²13.5%4,2030.0%ETFMSFTMicrosoft$798,765$9,624 â–²1.2%2,1580.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$764,287$90,653 â–²13.5%15,3190.0%ETFIWFiShares Russell 1000 Growth ETF$753,1410.0%1,7660.0%ETFVNQVanguard Real Estate ETF$722,596$16,142 â–¼-2.2%8,1470.0%ETFACIAlbertsons Companies$719,417$5,998 â–²0.8%42,2190.0%Consumer StaplesIVViShares Core S&P 500 ETF$712,108$45,732 â–¼-6.0%1,0900.0%ETFVXFVanguard Extended Market ETF$668,752$617 â–²0.1%3,2500.0%ETFVYMVanguard High Dividend Yield ETF$649,248$26,509 â–¼-3.9%4,3840.0%Financial ServicesVAWVanguard Materials ETF$631,926$451 â–¼-0.1%2,8040.0%ETFARISTA NETWORKS INC$608,375$97,978 â–¼-13.9%4,9550.0%COM SHSVVVanguard Large-Cap ETF$532,551$102,506 â–¼-16.1%1,7820.0%ETFGOOGAlphabet$532,399$113,594 â–¼-17.6%1,8560.0%Computer and TechnologyVOOVanguard S&P 500 ETF$496,799$11,957 â–¼-2.4%8310.0%ETFIJHiShares Core S&P Mid-Cap ETF$494,262$68 â–²0.0%7,3190.0%ETFGOOGLAlphabet$441,157$133,728 â–¼-23.3%1,5340.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$432,062$321,803 â–¼-42.7%2,0220.0%ETFCOSTCostco Wholesale$425,8030.0%4270.0%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$416,890$97 â–²0.0%4,2880.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$373,747$2,151 â–²0.6%4,5170.0%ETFTIPiShares TIPS Bond ETF$360,381$1,103 â–²0.3%3,2660.0%ETFAMZNAmazon.com$347,811$8,747 â–²2.6%1,6700.0%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$333,9280.0%3,7380.0%FinanceVYMIVanguard International High Dividend Yield ETF$331,1590.0%3,5140.0%ETFSCHPSchwab U.S. TIPS ETF$327,561$2,288 â–¼-0.7%12,3100.0%ETFXLEEnergy Select Sector SPDR Fund$325,719$46,803 â–¼-12.6%5,3170.0%ETFIQDGWisdomTree International Quality Dividend Growth Fund$311,0070.0%7,7480.0%FinanceVEAVanguard FTSE Developed Markets ETF$309,054$513 â–²0.2%4,8230.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$304,4740.0%2,1380.0%ETFJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$298,2680.0%7,6850.0%ETFHDHome Depot$269,483$9,542 â–²3.7%8190.0%Retail/WholesaleIUSViShares Core S&P U.S. Value ETF$267,8880.0%2,6200.0%ManufacturingGWXSPDR S&P International Small Cap ETF$262,7140.0%6,2210.0%ETFLLYEli Lilly and Company$262,385$13,810 â–²5.6%2850.0%MedicalGLDMSPDR Gold MiniShares Trust$257,1220.0%2,7740.0%FinanceSCHHSchwab U.S. REIT ETF$239,9280.0%11,1650.0%ETFVVisa$239,254$1,510 â–²0.6%7920.0%Business ServicesPYZInvesco Dorsey Wright Basic Materials Momentum ETF$231,385$240 â–²0.1%1,9310.0%ETFINGRIngredion$231,115$18,368 â–²8.6%2,0510.0%Consumer StaplesBRK.BBerkshire Hathaway$230,495$3,354 â–¼-1.4%4810.0%FinanceT ROWE PRICE ETF INC$223,156$223,156 â–²New Holding6,3670.0%NATURAL RES ETFINTUIntuit$217,465$17,293 â–²8.6%5030.0%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$206,0400.0%8280.0%ETFTSMTaiwan Semiconductor Manufacturing$203,143$203,143 â–²New Holding6010.0%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$200,160$910 â–²0.5%1,9790.0%ETFPGENPrecigen$38,7000.0%10,0000.0%MedicalIWOiShares Russell 2000 Growth ETF$0$597,162 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$289,000 â–¼-100.0%00.0%FinanceVEUVanguard FTSE All-World ex-US ETF$0$223,279 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$207,829 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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