Universe · entity
Mason Investment Advisory Services, Inc.
Institutional manager (13F) · CIK 1635007
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $660M | 4,644,885 |
| 2 | AMERICAN CENTY ETF TR | $313M | 2,833,098 |
| 3 | VANGUARD INTL EQUITY INDEX F | $278M | 1,905,214 |
| 4 | AMERICAN CENTY ETF TR | $236M | 2,360,214 |
| 5 | AMERICAN CENTY ETF TR | $223M | 3,585,892 |
| 6 | T ROWE PRICE ETF INC | $221M | 5,616,586 |
| 7 | VANGUARD INDEX FDS | $61M | 283,035 |
| 8 | CAPITAL GROUP DIVIDEND VALUE | $34M | 803,438 |
| 9 | PIMCO ETF TR | $28M | 278,155 |
| 10 | CAPITAL GROUP INTL FOCUS EQT | $24M | 811,694 |
| 11 | CAPITAL GROUP GROWTH ETF | $15M | 365,075 |
| 12 | AMERICAN CENTY ETF TR | $10M | 204,758 |
| 13 | DIMENSIONAL ETF TRUST | $8M | 120,255 |
| 14 | VANGUARD INTL EQUITY INDEX F | $7M | 160,127 |
| 15 | STATE STR SPDR S&P 500 ETF T | $3M | 5,251 |
| 16 | EXXON MOBIL CORP | $3M | 16,274 |
| 17 | ISHARES TR | $2M | 33,071 |
| 18 | SCHWAB STRATEGIC TR | $2M | 44,934 |
| 19 | CHEVRON CORPORATION | $2M | 10,257 |
| 20 | VANGUARD INDEX FDS | $2M | 4,163 |
| 21 | DIMENSIONAL ETF TRUST | $1M | 38,485 |
| 22 | VANGUARD SCOTTSDALE FDS | $1M | 25,246 |
| 23 | APPLE INC | $1M | 4,968 |
| 24 | ISHARES TR | $1M | 13,444 |
| 25 | WISDOMTREE TR | $1M | 17,434 |
| 26 | VANGUARD WORLD FD | $1M | 6,667 |
| 27 | STATE STR SPDR S&P MIDCAP 40 | $1M | 1,758 |
| 28 | VANGUARD INDEX FDS | $1M | 3,294 |
| 29 | SPDR SERIES TRUST | $994k | 12,988 |
| 30 | VANGUARD SPECIALIZED FUNDS | $959k | 4,459 |
| 31 | SPDR SERIES TRUST | $941k | 16,634 |
| 32 | ISHARES TR | $927k | 11,818 |
| 33 | SPDR INDEX SHS FDS | $885k | 11,857 |
| 34 | VANGUARD INDEX FDS | $825k | 4,203 |
| 35 | MICROSOFT CORP | $799k | 2,158 |
| 36 | VANGUARD MUN BD FDS | $764k | 15,319 |
| 37 | ISHARES TR | $753k | 1,766 |
| 38 | VANGUARD INDEX FDS | $723k | 8,147 |
| 39 | ALBERTSONS COS INC | $719k | 42,219 |
| 40 | ISHARES TR | $712k | 1,090 |
| 41 | VANGUARD INDEX FDS | $669k | 3,250 |
| 42 | VANGUARD WHITEHALL FDS | $649k | 4,384 |
| 43 | VANGUARD WORLD FD | $632k | 2,804 |
| 44 | ARISTA NETWORKS INC | $608k | 4,955 |
| 45 | VANGUARD INDEX FDS | $533k | 1,782 |
| 46 | ALPHABET INC | $532k | 1,856 |
| 47 | VANGUARD INDEX FDS | $497k | 831 |
| 48 | ISHARES TR | $494k | 7,319 |
| 49 | ALPHABET INC | $441k | 1,534 |
| 50 | ISHARES TR | $432k | 2,022 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.