Mason Investment Advisory Services, Inc.
Annual return '25
+24.7%
SPY '25
+17.7%
Alpha
+7.0ptsvs SPY
Invested
$2.3B
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VLUE
ISHARES TR
Q4 2025: Exited (was 4.70M shares)
30.5%
02
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 2.77M shares)
14.5%
03
$VSS
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 1.90M shares)
12.8%
04
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 2.40M shares)
10.9%
05
$AVSC
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 3.51M shares)
10.3%
06
$TGRT
T ROWE PRICE ETF INC
Q4 2025: Exited (was 5.38M shares)
10.2%
07
$PJT
PJT PARTNERS INC
Held since at least Q1 2024
7.6%
08
$LOPE
GRAND CANYON ED INC
Held since at least Q1 2024
7.6%
09
$OSIS
OSI SYSTEMS INC
Held since at least Q1 2024
7.3%
10
$ENVA
ENOVA INTL INC
Held since at least Q1 2024
6.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.