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CIK: 0001635007
Total reported value
$2.6B
$2.6B
80 檔
63.7%
As reported in its official Q4 2025 Form 13F filing, Mason Investment Advisory Services, Inc.'s tracked investment portfolio stood at $2.6B with 80 total positions.
Mason Investment Advisory Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 30.45% | +3.48% | -0.21% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 13.77% | -1.05% | +2.79% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 13.18% | -1.65% | +2.07% | |
| 4 | TGRT | T. Rowe Price Growth ETF | ETF-Other | 11.32% | -0.37% | +0.21% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 10.77% | -1.66% | +0.84% | |
| 6 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 10.06% | -0.41% | +2.74% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.87% | -0.23% | +1.32% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 1.63% | — | +65.64% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.43% | -0.23% | -38.04% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 0.99% | +0.07% | +13.28% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 0.60% | +0.06% | +10.64% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.35% | -0.03% | -0.95% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 0.34% | -0.03% | +0.26% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | -0.76% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.11% | -0.01% | +1.64% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.10% | -0.01% | +2.50% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.05% | +0.28% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.04% | -6.85% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.07% | -0.01% | -0.59% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.07% | -0.01% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.06% | -0.01% | -19.32% | |
| 22 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.06% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | -0.06% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.05% | — | -1.07% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | -0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | -0.01% | -15.26% | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.05% | +0.01% | +92.34% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.05% | — | -6.38% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | — | +0.17% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.04% | — | -10.55% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | +0.04% | — | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.04% | -0.01% | +0.05% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.04% | +0.07% | -1.65% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | +0.35% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.04% | — | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.04% | — | +0.46% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.03% | — | +0.59% | |
| 38 | GNR | State Street Spdr S&p Global | ETF-Other | 0.03% | -0.01% | +0.70% | |
| 39 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.03% | -0.01% | -47.13% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.03% | +0.04% | -1.41% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | -34.52% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.03% | -0.01% | +1.13% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.03% | — | -1.28% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.03% | — | -3.45% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.03% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | -8.30% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.03% | — | — | |
| 48 | VAW | Vanguard Materials ETF | ETF-Other | 0.03% | -0.01% | +0.21% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | -0.82% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.02% | — | +0.04% |
According to official SEC Form 13F filings, Mason Investment Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.6B across 80 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VLUE, AVUV, VSS) accounted for 63.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGSH
市值: $1.5M
Top Position Liquidated / Trimmed
SPGI
前期市值: $2.6M
During Q4 2025, Mason Investment Advisory Services, Inc.'s top holdings by market value included VLUE (30.4%)、AVUV (13.8%)、VSS (13.2%). The largest single position, VLUE, represented 30.4% of total portfolio value.
In Q4 2025, Mason Investment Advisory Services, Inc. made 66 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 25 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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