13F Insight
DOSSIER · 13F-HR · Q1 2026

Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services's holding co. based in Omaha, NE — $2.2B in tracked AUM across 79 positions as of Q1 2026.

MI
Mason Investment Advisory Services·Omaha, NE·Holding Co.
CIK 0001635007 · last filed Mar 31, 2026
Total AUM
$2.2B
▼ 12.3%
vs prior
Holdings
79
—
positions
Whale Score
79
79
strong
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Mason Investment Advisory Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VLUE
ISHARES TR
$660M4.6M30.5%
02
AVUV
AMERICAN CENTY ETF TR
$313M2.8M14.5%
03
VSS
VANGUARD INTL EQUITY INDEX F
$278M1.9M12.8%
04
AVDV
AMERICAN CENTY ETF TR
$236M2.4M10.9%
05
AVSC
AMERICAN CENTY ETF TR
$223M3.6M10.3%
06
TGRT
T ROWE PRICE ETF INC
$221M5.6M10.2%
07
VBR
VANGUARD INDEX FDS
$61M283K2.8%
08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$34M803K1.6%
09
MINT
PIMCO ETF TR
$28M278K1.3%
10
CGXU
CAPITAL GROUP INTL FOCUS EQT
$24M812K1.1%

Filing history

Filing history loading…