Mason Investment Advisory Services, Inc.

**Mason Investment Advisory Services, Inc.** manages $2.1B across a diversified portfolio of 80 positions. The strategy exhibits a significant tilt toward value and dividend-paying equities, evidenced by the top holdings. Key allocations include a substantial $641.7M in VLUE, followed by $290.1M in AVUV and $277.7M in VSS. This concentration underscores a focused, value-oriented approach within the current market cycle.

📌 Top Holdings