13F Filings History of Mason Investment Advisory Services, Inc.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$2,107,567,887
Signature - Title
Jack Delaney - Chief Compliance Officer
Location
Reston, VA
Summary
This page shows a list of all the recent 13F filings made by Mason Investment Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mason Investment Advisory Services, Inc. reported 80 stock holdings with total value $2,107,567,887 as of Q4 2025. Top holdings included VLUE, AVUV, VSS, TGRT, and AVDV.

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Holdings Value

List of Other Managers Reporting for Mason Investment Advisory Services, Inc.:

Name Holdings Value Location File Number
Aperio Group, LLC Sausalito, CA 028-11964
BlackRock, Inc. $5,886,476,194,779 New York, NY 028-24466
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $2,107,567,887 +$42,291,441 -$28,281,802 +$14,009,639 VLUE, AVUV, VSS, TGRT, AVDV 13F-HR 12 Feb 2026, 15:00
Q3 2025 80 $2,007,688,524 +$25,097,031 -$17,374,976 +$7,722,055 VLUE, AVUV, VSS, TGRT, AVDV 13F-HR 12 Nov 2025, 07:00
Q2 2025 74 $1,834,207,836 +$29,812,939 -$5,999,443 +$23,813,496 VLUE, VSS, AVUV, TGRT, AVDV 13F-HR 05 Aug 2025, 15:20
Q1 2025 74 $1,656,671,024 +$13,857,802 -$11,542,840 +$2,314,962 VLUE, AVUV, VSS, TGRT, AVDV 13F-HR 01 May 2025, 14:04
Q4 2024 71 $1,705,395,730 +$45,499,693 -$13,494,985 +$32,004,708 VLUE, AVUV, VSS, TGRT, AVSC 13F-HR 06 Feb 2025, 13:18
Q3 2024 73 $1,711,968,931 +$7,632,236 -$10,040,075 -$2,407,839 VLUE, AVUV, VSS, TGRT, AVSC 13F-HR 12 Nov 2024, 11:52
Q2 2024 73 $1,615,067,464 +$214,214,831 -$1,080,485 +$213,134,346 VLUE, AVUV, VSS, TGRT, AVSC 13F-HR 09 Aug 2024, 12:43
Q1 2024 67 $1,446,022,557 +$39,101,711 -$14,973,878 +$24,127,833 VLUE, AVUV, VSS, AVSC, AVDV 13F-HR 13 May 2024, 16:13
Q4 2023 64 $1,358,734,902 +$158,841,284 -$2,261,557 +$156,579,727 VLUE, AVUV, VSS, AVDV, AVSC 13F-HR 13 Feb 2024, 15:07
Q3 2023 63 $1,087,862,845 +$10,267,765 -$58,610,574 -$48,342,809 VLUE, AVUV, VSS, AVDV, MINT 13F-HR 08 Aug 2024, 14:31
Q2 2023 63 $1,159,067,869 +$48,855,652 -$4,465,325 +$44,390,327 VLUE, AVUV, VSS, AVDV, MINT 13F-HR 08 Aug 2024, 14:24
Q1 2023 59 $1,097,658,657 +$128,466,464 -$33,806,386 +$94,660,078 VLUE, VSS, AVUV, AVDV, MINT 13F-HR 08 Aug 2024, 14:18
Q4 2022 86 $983,426,969 +$39,027,556 -$17,131,229 +$21,896,327 VLUE, VSS, AVUV, VBR, MINT 13F-HR 07 Aug 2024, 15:08
Q3 2022 88 $871,112,940 +$5,889,349 -$33,971,546 -$28,082,197 VLUE, VSS, AVUV, MINT, VBR 13F-HR 07 Aug 2024, 15:04
Q2 2022 86 $971,444,696 +$53,048,697 -$86,082,430 -$33,033,733 VLUE, VSS, AVUV, MINT, VBR 13F-HR 07 Aug 2024, 14:59
Q1 2022 95 $1,159,765,445 +$23,972,934 -$27,489,600 -$3,516,666 VLUE, VSS, AVUV, VBR, MINT 13F-HR 07 Aug 2024, 14:53
Q4 2021 100 $1,210,723,259 +$196,953,466 -$11,223,504 +$185,729,962 VLUE, VSS, AVUV, VBR, MINT 13F-HR 06 Aug 2024, 16:14
Q3 2021 94 $968,577,768 +$19,727,387 -$11,223,451 +$8,503,936 VLUE, VSS, VBR, MINT, DFAT 13F-HR 06 Aug 2024, 16:10
Q2 2021 94 $988,791,058 +$33,776,104 -$37,121,032 -$3,344,928 VLUE, VSS, VBR, MINT, DFAT 13F-HR 06 Aug 2024, 16:04
Q1 2021 84 $958,023,350 +$30,412,336 -$14,326,295 +$16,086,041 VLUE, VSS, VBR, MINT, SCHP 13F-HR 06 Aug 2024, 15:56
Q4 2020 81 $833,192,594 +$27,862,878 -$7,728,700 +$20,134,178 VLUE, VSS, VBR, MINT, SCHP 13F-HR 05 Aug 2024, 09:29
Q3 2020 75 $697,289,954 +$8,053,387 -$10,140,459 -$2,087,072 VLUE, VSS, VBR, MINT, SCHP 13F-HR 05 Aug 2024, 09:16
Q2 2020 78 $673,523,576 +$18,669,854 -$32,819,339 -$14,149,485 VLUE, VSS, VBR, MINT, DY 13F-HR 05 Aug 2024, 09:09
Q1 2020 80 $590,232,418 +$139,173,499 -$40,619,735 +$98,553,764 VLUE, VSS, VBR, MINT, SCHP 13F-HR 05 Aug 2024, 09:02
Q4 2019 90 $680,072,056 +$11,365,784 -$2,736,540 +$8,629,244 VLUE, VSS, VBR, MINT, GNR 13F-HR 02 Aug 2024, 06:03
Q3 2019 84 $624,136,334 +$34,347,613 -$7,626,167 +$26,721,446 VLUE, VSS, VBR, MINT, GNR 13F-HR 02 Aug 2024, 06:03
Q2 2019 84 $601,296,596 +$236,996,115 -$2,611,652 +$234,384,463 VLUE, VSS, VBR, MINT, GNR 13F-HR 02 Aug 2024, 06:02
Q1 2019 80 $361,722,010 $0 $0 $0 VSS, VBR, MINT, GNR, GWX 13F-HR 02 Aug 2024, 06:01