account_balance

Investment manager · 13F filer · SEC CIK 1635007

Mason Investment Advisory Services, Inc.

Reported value$2.63Bas of Sep 30, 2026
Positions86 6 new, 4 sold out
Top 10 weight95.0%VLUE alone is 31%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VLUE iShares Tr 31.4% Trimmed −7%
AVUV American Centy ETF Tr 12.4% Held
VSS Vanguard Intl Equity Index F 11.2% Held
TGRT T Rowe Price Exchange-Traded 10.0% Held
AVDV American Centy ETF Tr 9.7% Held
AVSC American Centy ETF Tr 9.1% Trimmed −2%
TURF T Rowe Price Exchange-Traded 5.9% Added +157%
VBR Vanguard Index FDS 2.5% Held
CGDV Capital Group Dividend Value 1.6% Held
CGXU Capital Group Intl Focus Eqt 1.2% Added +5%
MINT Pimco ETF Tr 0.9% Trimmed −18%
CGGR Capital Group Growth ETF 0.8% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VDV $1.34M
  • VDG $808K
  • VBIL $422K
  • SEPW $310K
arrow_upwardAdded
  • TURF +157%
  • CGGR +6%
  • CGXU +5%
arrow_downwardTrimmed
  • MINT −18%
  • VNQI −7%
  • VLUE −7%
  • DFAT −5%
remove_circleSold out
  • FMAT $658K
  • VV $613K
  • BWX $347K
  • APRW $304K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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