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Shan Gao — Institutional Investor Profile | Buyside Digest

Shan Gao

Institutional Investor • MASECO Private Wealth

Value

$4.8B

Stocks

19 Stocks

Turnover

0.0%

CIK

0002074052EDGAR ↗

Website ↗

Top Holdings

AVSC(22.83%) VONE(16.95%) VOO(16.48%) DISV(7.59%) SPY(5.22%)

About Investor

MASECO Private Wealth was founded in 2008 by Josh Matthews and James Sellon, both ex-Citigroup bankers who previously managed assets exceeding $500 million and spent over fifteen years working with US nationals in London. The firm has grown from a four-person team to over 70 staff members and manages approximately $4.8-5.1 billion in assets under management. MASECO specializes in serving high-net-worth and ultra-high-net-worth clients with investable portfolios exceeding $1,000,000, particularly US citizens living abroad facing complex cross-border tax challenges. The company became the first financial UK B Corp in 2013 and has won 21 awards to date. In December 2025, MASECO agreed to be acquired by Creative Planning, a $390 billion US wealth manager, marking Creative Planning's first major international expansion.

Investor Philosophy

Investment philosophy details pending verification.

Shan Gao Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AVSC	None	AMERICAN CENTY ETF TR	Industrials	$35.7M	22.8%	No Change
VONE	None	VANGUARD SCOTTSDALE FDS	Industrials	$26.5M	16.9%	No Change
VOO	None	Vanguard S&P 500 ETF	General	$25.8M	16.5%	No Change
DISV	None	DIMENSIONAL ETF TRUST	Industrials	$11.9M	7.6%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$8.2M	5.2%	No Change
VTI	None	Vanguard Total Stock Market Index Fund ETF Shares	General	$6.1M	3.9%	No Change
VGSR	None	MANAGER DIRECTED PORTFOLIOS	General	$6.0M	3.8%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$5.6M	3.5%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$4.4M	2.8%	No Change
VYM	None	Vanguard High Dividend Yield Etf - US ETP	General	$4.4M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Industrials50.0%

General41.1%

Communication Services3.5%

Financials2.8%

Information Technology1.4%

Sector	Stocks	Value	Exposure
Industrials	5	$78.1M	50.0%
General	10	$64.2M	41.1%
Communication Services	1	$5.6M	3.5%
Financials	1	$4.4M	2.8%
Information Technology	1	$2.1M	1.4%
Materials	1	$2.0M	1.3%