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DOSSIER · 13F-HR · Q1 2026

Mason Investment Advisory Services, Inc.

$2.2B in tracked AUM across 79 positions as of Q1 2026.

MI
CIK 0001635007 · last filed Mar 31, 2026
Total AUM
$2.2B
as of Q1 2026
Holdings
79
positions
Whale Score
77
77
strong
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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