Mason Investment Advisory Services, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,165,773
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 71.64 K | 3.3% | 0 | 1.436 M | -1.436 M |
| ETFs | 2.094 M | 96.7% | 1.494 M | 0 | 1.494 M |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
2,165,773
Holdings
79
QoQ value change ($000)
58,205
(2.8%)
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.