Arkolith/Funds/Mason Street Advisors, LLC

Mason Street Advisors, LLC

CIK 1167711Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Mason Street Advisors, LLC holds a concentrated book of 15 stocks worth $1.1B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core U.S. Aggregate at 27% of the equity book.

Opened
1
bought for the first time
Added to
11
already held, bought more
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
91%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mason Street Advisors, LLC

Manager / fundShared namesTheir $ in those
BANK OF AMERICA CORP /DE/16 / 15$61.1B
MORGAN STANLEY16 / 15$47.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16 / 15$42.2B
ENVESTNET ASSET MANAGEMENT INC16 / 15$40.4B
JONES FINANCIAL COMPANIES LLLP16 / 15$36.3B
WELLS FARGO & COMPANY/MN16 / 15$35.9B
Creative Planning16 / 15$29.3B
JPMORGAN CHASE & CO16 / 15$26.9B

Ranked by how many of Mason Street Advisors, LLC's top 15 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

15 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE US AGGBD ET
$302.0M3.05M
27.2%
+0.1%
Added · +2K sh
2Ishares TR
CORE S&P500 ETF
$154.6M206.5K
13.9%
−2.5%
Reduced · −5K sh
3SPDR Series Trust
ST LON TREAS ETF
$105.1M4.01M
9.5%
+0.2%
Added · +7K sh
4SPDR Series Trust
ST STR P400MID
$95.9M1.42M
8.6%
−9.1%
Reduced · −143K sh
5SPDR Series Trust
ST STR SP600 SML
$79.5M1.38M
7.2%
+4.0%
Added · +53K sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$61.4M288.6K
5.5%
+7.8%
Added · +21K sh
7Ishares TR
CORE MSCI EAFE
$61.3M634.8K
5.5%
−11%
Reduced · −76K sh
8SPDR Series Trust
ST STR DOW REIT
$51.2M453.3K
4.6%
+30%
Added · +105K sh
9Schwab Strategic TR
US REIT ETF
$51.2M2.16M
4.6%
+31%
Added · +515K sh
10American Centy ETF TR
US LARGE CAP VLU
$43.3M474.8K
3.9%
New
New position
11Ishares TR
MSCI INTL QUALTY
$39.3M792.7K
3.5%
+3.1%
Added · +24K sh
12J P Morgan Exchange Traded F
ULTRA SHRT ETF
$25.0M494.7K
2.3%
+1.7%
Added · +8K sh
13Dimensional ETF Trust
INTERNATNAL VAL
$22.4M414.3K
2.0%
+2.7%
Added · +11K sh
14Abrdn Etfs
BBRG ALL COMD K1
$12.1M540.5K
1.1%
+52%
Added · +184K sh
15Ishares Inc
CORE MSCI EMKT
$5.6M68.1K
0.5%
+56%
Added · +25K sh
Showing all 15 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202615$1.1B13F-HR
Q1 2026Mar 31, 2026May 7, 202615$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 4, 202615$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202515$964.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.