Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. reported 84 positions worth $2.63B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: VLUE (34.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VLUE | SH | $893.4M | 33.98% | 4,471,056 | — | — | |
| ▸ 2 | AVUV | SH | $352.3M | 13.40% | 2,824,089 | — | — | |
| ▸ 3 | VSS | SH | $293.6M | 11.17% | 1,902,746 | — | — | |
| ▸ 4 | AVSC | SH | $260.6M | 9.91% | 3,553,024 | — | — | |
| ▸ 5 | TGRT | SH | $258.2M | 9.82% | 5,646,517 | — | — | |
| ▸ 6 | AVDV | SH | $242.3M | 9.22% | 2,351,220 | — | — | |
| ▸ 7 | VBR | SH | $68.6M | 2.61% | 282,251 | — | — | |
| ▸ 8 | TURF | SH | $56.1M | 2.14% | 1,806,498 | — | — | |
| ▸ 9 | CGDV | SH | $41.6M | 1.58% | 844,702 | — | — | |
| ▸ 10 | CGXU | SH | $30.9M | 1.18% | 892,693 | — | — |
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Frequently Asked Questions
What stocks does Mason Investment Advisory Services, Inc. hold as of Q2 2026?
Mason Investment Advisory Services, Inc. reported 84 positions worth $2.63B in its Q2 2026 13F filing. Largest positions: VLUE (34.0%), AVUV (13.4%), VSS (11.2%), AVSC (9.9%) and TGRT (9.8%).
What did Mason Investment Advisory Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mason Investment Advisory Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.