Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. (MIAS) is an SEC-registered investment adviser headquartered in Reston, Virginia. Founded in 1982, MIAS is a wholly owned subsidiary of Mason International, Inc. The firm offers personal financial planning, investment management for private individuals and families, and investment stewardship services for institutional non-profit organizations. MIAS serves clients worldwide and maintains approximately 71 employees as of 2025, a significant portion being investment professionals.
Investment Strategy
MIAS provides customized, fee-based financial planning and investment management services. Their approach includes developing asset allocation strategies tailored to each client’s unique financial circumstances and objectives, implementing those strategies through selection of appropriate securities and investment vehicles, and ongoing portfolio maintenance, monitoring, and reporting. For institutional and nonprofit clients, MIAS offers an Investment Stewardship program, which can be discretionary or non-discretionary, with a focus on stewardship, prudent asset allocation, and achieving targeted investment outcomes. The firm emphasizes individualized solutions and fiduciary responsibility for both private and institutional investors.
Latest 13F Filing Activity
Mason Investment Advisory Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Intl Equity Index F, T Rowe Price Etf Inc., Ishares TR among other positions. Mason Investment Advisory Services, Inc. reduced exposure to PIMCO Etf TR, Apple Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VLUE | ISHARES TR | 28.79% | $528.0M | 4,664,066 | $78.16 | $113.21 | +$35.8M |
V VSS | VANGUARD INTL EQUITY INDEX F | 14.19% | $260.2M | 1,936,168 | $105.16 | $134.39 | +$36.5M |
A AVUV | AMERICAN CENTY ETF TR | 13.71% | $251.6M | 2,761,344 | $79.03 | $91.10 | +$15.0M |
T TGRT | T ROWE PRICE ETF INC | 12.10% | $222.0M | 5,492,570 | $35.14 | $40.42 | +$36.1M |
A AVDV | AMERICAN CENTY ETF TR | 10.62% | $194.7M | 2,455,994 | $58.98 | $79.28 | +$25.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Washington, DC , United States | |
S Scott George | Chief Investment Officer | McLean, VA , United States | |
 | Research Associate | Arlington, VA , United States | |
 | Portfolio Manager | Washington, DC , United States |
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