Mason Investment Advisory Services, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,629,256
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 84 | 2,629,256 | 13F-HR | Mason Investment Advisory Services, Inc. |
| Q1 2026 | 5/14/2026 | 79 | 2,165,773 | 13F-HR | Mason Investment Advisory Services, Inc. |
| Q4 2025 | 2/12/2026 | 80 | 2,107,568 | 13F-HR | Mason Investment Advisory Services, Inc. |
| Q3 2025 | 11/12/2025 | 80 | 2,007,689 | 13F-HR | Mason Investment Advisory Services, Inc. |
| Q2 2025 | 8/5/2025 | 74 | 1,834,208 | 13F-HR | Mason Investment Advisory Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.18 K | 3.3% | 14.55 K | 0 | 14.55 K |
| ETFs | 2.543 M | 96.7% | 448.9 K | 0 | 448.9 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
2,629,256
Holdings
84
QoQ value change ($000)
463,483
(21.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.