Mason Investment Advisory Services, Inc. Portfolio Holdings

Mason Investment Advisory Services, Inc.

  • $1.83 Trillion
  • Q2 2025

Mason Investment Advisory Services, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.83 Trillion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Value Factor with a value of $528B, Vanguard Intl Eqty Ftse All Wo with a value of $260B, American Centy ETF Tr Avantis with a value of $252B, T Rowe Price ETF Inc with a value of $222B, and American Centy ETF Tr Avantis with a value of $195B.

Examining the 13F form we can see an increase of $178B in the current position value, from $1.66T to 1.83T.

Mason Investment Advisory Services, Inc. is based out at Reston, VA

Below you can find more details about Mason Investment Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.83 Trillion
Energy: $2.81 Billion
Consumer Defensive: $2.56 Billion
Technology: $2.56 Billion
ETFs: $995 Million
Utilities: $942 Million
Consumer Cyclical: $736 Million
Communication Services: $556 Million
Financial Services: $410 Million
Other: $258 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$1.74 Billion 0.1% of portfolio
16,183
Q2 2025 Added 69.46%
$3.95T
$1.04 Billion 0.06% of portfolio
2,091
Q2 2025 Added 0.05%
$3.69T
$1.03 Billion 0.06% of portfolio
5,038
Q2 2025 Reduced 0.06%
$201B
$483 Million 0.03% of portfolio
613
Q1 2025 Reduced 23.76%
$439B
$413 Million 0.02% of portfolio
417
Q2 2025 Added 0.24%
$2.26T
$364 Million 0.02% of portfolio
1,660
Q1 2025 Reduced 36.15%
$1.24T
$296 Million 0.02% of portfolio
1,670
Q2 2025 Reduced 6.29%
$551B
$410 Million 0.02% of portfolio
1,155
Q1 2025 Reduced 25.53%
$405B
$372 Million 0.02% of portfolio
1,015
Q2 2025 Reduced 0.59%
$608B
$258 Million 0.01% of portfolio
331
Q2 2025 Added 0.3%
$1.21T
$260 Million 0.01% of portfolio
1,475
Q2 2025 Reduced 7.12%
$368B
$202 Million 0.01% of portfolio
1,266
Q2 2025 Reduced 21.8%
$302B
$265 Million 0.01% of portfolio
1,852
Q2 2025 Added 1.2%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $1.83 Trillion
  • Prior Value $1.66 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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