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Mission Wealth Management

Latest statistics and disclosures from Mission Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, IEFA, AAPL, VB, and represent 37.88% of Mission Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$15M), AAPL (+$14M), VB (+$9.0M), IEFA (+$8.9M), ORCL (+$8.8M), MSFT (+$6.5M), VTI (+$6.4M), IEF (+$6.2M), QQQ, NPB.
Started 54 new stock positions in ETHE, NIO, EAGG, BMNR, CPRT, D, SRE, ZEO, AOM, MUNI.
Reduced shares in these 10 stocks: NVDA (-$20M), USFR (-$8.1M), JPM (-$6.1M), VUG, PYLD, URI, INTU, BND, SCHO, IJR.
Sold out of its positions in AMN, ASO, AMG, AIG, ARM, BSX, Brookline Ban, CATY, DFAW, DG.
Mission Wealth Management was a net seller of stock by $-11M.
Mission Wealth Management has $5.0B in assets under management (AUM), dropping by 7.69%.
Central Index Key (CIK): 0001645382

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 668 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Mission Wealth Management has 668 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mission Wealth Management Sept. 30, 2025 positions
Download the Mission Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	9.7	$491M		1.0M	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	8.9	$448M	+3%	2.4M	186.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.9	$397M	+2%	4.5M	87.31	View chart
Apple Put Option (AAPL)	5.7	$288M	+5%	1.1M	254.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.6	$284M	+3%	1.1M	254.28	View chart
Microsoft Corporation Put Option (MSFT)	5.1	$255M	+2%	492k	517.95	View chart
NVIDIA Corporation (NVDA)	3.7	$188M	-9%	1.0M	186.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$114M	+5%	347k	328.17	View chart
Amazon (AMZN)	1.6	$79M	-3%	359k	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$78M		1.3M	59.92	View chart
Tesla Motors (TSLA)	1.4	$70M	+2%	158k	444.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$69M	-3%	581k	118.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$61M		131k	468.41	View chart
Ishares Tr Esg Optimized (SUSA)	1.1	$57M	-3%	418k	135.65	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$52M		215k	243.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$51M	-13%	1.0M	50.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$51M	-3%	349k	145.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$47M	-2%	228k	203.59	View chart
Broadcom (AVGO)	0.9	$46M		141k	329.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$41M		540k	75.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.8	$39M		422k	92.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$36M		54k	666.18	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.7	$35M		796k	44.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$34M		230k	145.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$33M	-2%	909k	36.35	View chart
Meta Platforms Cl A Put Option (META)	0.6	$31M	-2%	42k	734.38	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$31M	+2%	525k	58.72	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	0.6	$28M		117k	243.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.5	$28M		321k	86.30	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$27M	-6%	856k	31.53	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$27M		619k	43.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$27M		599k	44.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$26M		39k	669.29	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.5	$24M	+17%	40k	600.37	View chart
Netflix (NFLX)	0.5	$24M	+3%	20k	1198.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$24M		65k	365.48	View chart
Oracle Corporation (ORCL)	0.4	$23M	+64%	80k	281.24	View chart
JPMorgan Chase & Co. (JPM)	0.4	$22M	-21%	70k	315.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$22M		479k	45.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$21M	+7%	540k	38.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$19M	-2%	357k	54.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$19M	-2%	828k	23.28	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$18M		408k	43.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$18M		261k	68.46	View chart
The Trade Desk Com Cl A (TTD)	0.3	$17M	-3%	355k	49.01	View chart
Visa Com Cl A (V)	0.3	$17M	-5%	49k	341.38	View chart
Home Depot (HD)	0.3	$16M		41k	405.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$16M	+3%	212k	76.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$15M	-17%	205k	74.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$15M	-14%	68k	215.79	View chart
Costco Wholesale Corporation Put Option (COST)	0.3	$14M		16k	925.63	View chart
Intuitive Surgical Com New (ISRG)	0.3	$14M		32k	447.24	View chart
Appfolio Com Cl A (APPF)	0.3	$14M	+16%	49k	275.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$13M	-8%	498k	26.34	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$13M	-5%	107k	120.50	View chart
Johnson & Johnson (JNJ)	0.2	$12M	-13%	67k	185.42	View chart
Eli Lilly & Co. (LLY)	0.2	$12M	-8%	16k	762.98	View chart
Abbvie (ABBV)	0.2	$11M		47k	231.54	View chart
Exxon Mobil Corporation (XOM)	0.2	$11M		96k	112.75	View chart
Applied Materials (AMAT)	0.2	$11M	-4%	52k	204.74	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$11M		151k	69.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$10M	-2%	17k	612.38	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$10M	+4%	240k	42.03	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$9.9M	-17%	292k	33.89	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$9.8M		98k	99.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$9.5M	-3%	104k	91.42	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$9.3M		212k	43.83	View chart
Chevron Corporation (CVX)	0.2	$9.2M	+6%	59k	155.29	View chart
Blackrock (BLK)	0.2	$8.9M	-22%	7.6k	1165.81	View chart
AFLAC Incorporated (AFL)	0.2	$8.7M	-3%	78k	111.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$8.6M	+31%	186k	46.12	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$8.2M	+3%	219k	37.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.1M		124k	65.26	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$7.8M	+10%	174k	45.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$7.8M		135k	58.21	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$7.7M		170k	45.51	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.7M		116k	65.92	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$7.6M	+13%	146k	52.23	View chart
Servicenow (NOW)	0.1	$7.5M	+2%	8.1k	920.36	View chart
Procter & Gamble Company (PG)	0.1	$7.4M	-11%	48k	153.65	View chart
United Rentals (URI)	0.1	$7.4M	-32%	7.7k	954.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.3M	+4%	52k	140.95	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$7.2M	-9%	52k	140.05	View chart
Wells Fargo & Company (WFC)	0.1	$7.1M		84k	83.82	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$6.9M	-3%	78k	89.37	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$6.9M		651k	10.65	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$6.8M	-4%	23k	297.91	View chart
Bank of America Corporation (BAC)	0.1	$6.8M	-14%	131k	51.59	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.7M		7.2k	933.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.6M	-5%	50k	133.90	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.6M	-22%	12k	568.82	View chart
Sherwin-Williams Company (SHW)	0.1	$6.3M	-7%	18k	346.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.2M	NEW	65k	96.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$6.1M		16k	378.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$6.0M		21k	281.86	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$5.9M	-8%	118k	50.22	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$5.9M	-4%	60k	97.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.7M	-3%	7.7k	746.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.7M	-2%	19k	307.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$5.7M	-3%	12k	490.38	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.7M		78k	72.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.6M	-6%	169k	33.37	View chart
UnitedHealth (UNH)	0.1	$5.5M	-17%	16k	345.31	View chart
Wal-Mart Stores (WMT)	0.1	$5.5M		54k	103.06	View chart
Eaton Corp SHS Put Option (ETN)	0.1	$5.4M	-2%	15k	374.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.4M		192k	27.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.3M		57k	93.37	View chart
International Business Machines (IBM)	0.1	$5.3M	+4%	19k	282.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$5.2M	-4%	47k	110.59	View chart
Lowe's Companies (LOW)	0.1	$5.2M		21k	251.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$5.1M	-9%	28k	183.73	View chart
McDonald's Corporation (MCD)	0.1	$5.1M		17k	303.90	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$5.0M	+28%	64k	78.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.0M	+111%	68k	73.46	View chart
Caterpillar (CAT)	0.1	$4.9M		10k	477.16	View chart
Advanced Micro Devices (AMD)	0.1	$4.9M	-8%	30k	161.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.9M	+17%	75k	65.00	View chart
Fifth Third Ban (FITB)	0.1	$4.8M		108k	44.55	View chart
Palo Alto Networks (PANW)	0.1	$4.8M	-25%	23k	203.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.7M		57k	82.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.6M	-7%	38k	120.72	View chart
Abbott Laboratories (ABT)	0.1	$4.6M	-2%	34k	133.94	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$4.5M	+2%	96k	47.00	View chart
O'reilly Automotive (ORLY)	0.1	$4.5M	+4%	42k	107.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.5M		79k	57.04	View chart
Stryker Corporation (SYK)	0.1	$4.5M	-5%	12k	369.66	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$4.4M	-4%	42k	104.51	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$4.4M		68k	65.01	View chart
Cisco Systems (CSCO)	0.1	$4.4M		64k	68.42	View chart
General Dynamics Corporation (GD)	0.1	$4.4M	-19%	13k	340.99	View chart
Goldman Sachs (GS)	0.1	$4.3M	+2%	5.4k	796.39	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$4.3M	+47%	55k	78.34	View chart
Intel Corporation (INTC)	0.1	$4.2M	-19%	125k	33.55	View chart
salesforce (CRM)	0.1	$4.1M	-28%	17k	237.00	View chart
Ge Aerospace Com New (GE)	0.1	$4.1M	-8%	14k	300.82	View chart
Honeywell International (HON)	0.1	$4.1M	-7%	19k	210.50	View chart
Qualcomm (QCOM)	0.1	$4.0M	+6%	24k	166.36	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.9M		23k	167.33	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$3.9M		59k	66.22	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.8M	-5%	36k	106.49	View chart
Intuit Put Option (INTU)	0.1	$3.8M	-46%	5.5k	682.91	View chart
Union Pacific Corporation (UNP)	0.1	$3.7M		16k	236.37	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.7M		6.1k	609.35	View chart
Marriott Intl Cl A Put Option (MAR)	0.1	$3.7M		14k	260.44	View chart
Edwards Lifesciences (EW)	0.1	$3.6M	+3%	47k	77.77	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$3.6M		101k	35.69	View chart
Boeing Company (BA)	0.1	$3.5M		16k	215.83	View chart
American Express Company (AXP)	0.1	$3.4M		10k	332.17	View chart
Pure Storage Cl A Put Option (PSTG)	0.1	$3.4M	-32%	41k	83.81	View chart
Akamai Technologies (AKAM)	0.1	$3.4M		45k	75.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.4M		24k	142.10	View chart
Linde SHS (LIN)	0.1	$3.3M	+153%	7.0k	475.00	View chart
Keysight Technologies (KEYS)	0.1	$3.3M	-4%	19k	174.92	View chart
Agilent Technologies Inc C ommon (A)	0.1	$3.3M	-3%	26k	128.35	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$3.3M	-2%	69k	47.74	View chart
Walt Disney Company (DIS)	0.1	$3.2M		28k	114.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.2M	-10%	13k	241.96	View chart
Metropcs Communications (TMUS)	0.1	$3.2M		13k	239.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$3.2M		27k	118.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.1M	+4%	15k	208.71	View chart
Celestica (CLS)	0.1	$3.1M	+107%	13k	246.38	View chart
Northpointe Bancshares Com Shs (NPB)	0.1	$3.1M	NEW	181k	17.08	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$3.0M		76k	40.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.0M	-5%	8.5k	355.45	View chart
Chubb (CB)	0.1	$3.0M	-3%	11k	282.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.0M	+2%	11k	279.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.0M	+159%	116k	25.71	View chart
Amgen (AMGN)	0.1	$3.0M	-6%	11k	282.21	View chart
Danaher Corporation (DHR)	0.1	$3.0M	+16%	15k	198.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.9M	-6%	101k	29.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.9M		55k	53.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.9M	-6%	12k	246.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.9M		15k	194.50	View chart
Uber Technologies (UBER)	0.1	$2.9M	-7%	30k	97.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.8M	-4%	32k	87.03	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$2.8M	-4%	63k	44.00	View chart
Coca-Cola Company (KO)	0.1	$2.8M		42k	66.32	View chart
Workday Cl A (WDAY)	0.1	$2.7M	+92%	11k	240.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.7M		19k	142.55	View chart
Automatic Data Processing (ADP)	0.1	$2.7M	+16%	9.2k	293.50	View chart
Booking Holdings (BKNG)	0.1	$2.7M	+5%	498.00	5400.25	View chart
Kkr & Co (KKR)	0.1	$2.7M		21k	129.95	View chart
Nextera Energy (NEE)	0.1	$2.6M	-13%	35k	75.49	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.6M	+3%	39k	66.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.5M	NEW	33k	76.45	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.1	$2.5M	NEW	85k	30.01	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.5M	+2%	25k	99.81	View chart
Amphenol Corp Cl A (APH)	0.0	$2.5M		20k	123.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$2.5M		35k	71.37	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.5M	-24%	7.1k	352.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.5M	+9%	8.4k	297.63	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.0	$2.4M		49k	49.41	View chart
Pepsi (PEP)	0.0	$2.4M	-4%	17k	140.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$2.4M	-54%	97k	24.40	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$2.3M		2.4k	968.03	View chart
S&p Global Put Option (SPGI)	0.0	$2.3M	+3%	4.7k	486.71	View chart
Merck & Co (MRK)	0.0	$2.3M	-9%	28k	83.93	View chart
Samsara Com Cl A (IOT)	0.0	$2.3M	-17%	62k	37.25	View chart
Cloudflare Cl A Com (NET)	0.0	$2.3M	-37%	11k	214.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.3M	-2%	4.7k	485.01	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$2.3M	NEW	48k	47.88	View chart
Verizon Communications (VZ)	0.0	$2.3M		52k	43.95	View chart
Allstate Corporation (ALL)	0.0	$2.3M		11k	214.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.3M		3.00	754200.00	View chart
Deere & Company (DE)	0.0	$2.3M		4.9k	457.27	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.0	$2.2M		36k	59.33	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.1M	-45%	12k	182.42	View chart
Waste Management (WM)	0.0	$2.1M	+5%	9.7k	220.82	View chart
Cadence Design Systems (CDNS)	0.0	$2.1M	-2%	6.0k	351.25	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.1M	-37%	4.2k	499.24	View chart
Progressive Corporation (PGR)	0.0	$2.1M	+23%	8.5k	246.95	View chart
Micron Technology (MU)	0.0	$2.1M	-12%	12k	167.32	View chart
Autodesk (ADSK)	0.0	$2.0M		6.4k	317.66	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$2.0M	+4%	74k	27.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$2.0M		22k	89.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$2.0M	-69%	73k	26.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.0M	-9%	9.5k	206.51	View chart
Duke Energy Corp Com New (DUK)	0.0	$1.9M		16k	123.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.9M	-6%	4.1k	463.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$1.9M	-9%	59k	31.84	View chart
Zscaler Incorporated (ZS)	0.0	$1.9M		6.3k	299.66	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$1.9M	+8%	70k	26.58	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$1.8M	NEW	20k	91.37	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$1.8M		24k	74.82	View chart
Cummins (CMI)	0.0	$1.8M		4.3k	422.38	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.8M	+19%	14k	131.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.8M	-21%	18k	100.25	View chart
Ecolab (ECL)	0.0	$1.8M	-2%	6.4k	273.87	View chart
Public Service Enterprise (PEG)	0.0	$1.7M		21k	83.46	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.7M		71k	24.56	View chart
TJX Companies (TJX)	0.0	$1.7M	+3%	12k	144.54	View chart
Xylem (XYL)	0.0	$1.7M	-4%	12k	147.51	View chart
Marsh & McLennan Companies (MMC)	0.0	$1.7M		8.6k	201.52	View chart
Starbucks Corporation (SBUX)	0.0	$1.7M	-5%	20k	84.60	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.7M		8.9k	192.73	View chart
Philip Morris International (PM)	0.0	$1.7M		10k	162.21	View chart
Bank of New York Mellon Corporation (BK)	0.0	$1.7M		15k	108.96	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$1.7M	+148%	13k	133.00	View chart
Shell Spon Ads (SHEL)	0.0	$1.6M	+11%	23k	71.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.6M	-42%	23k	68.08	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.6M		3.9k	402.43	View chart
Deckers Outdoor Corporation (DECK)	0.0	$1.6M	-3%	15k	101.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.6M	-30%	4.0k	391.68	View chart
McKesson Corporation (MCK)	0.0	$1.5M		2.0k	772.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.5M	NEW	64k	23.47	View chart
Motorola Solutions Com New (MSI)	0.0	$1.5M	-8%	3.3k	457.31	View chart
Argan (AGX)	0.0	$1.5M		5.6k	270.05	View chart
Church & Dwight (CHD)	0.0	$1.5M	-2%	17k	87.63	View chart
ConocoPhillips (COP)	0.0	$1.5M	-5%	16k	94.59	View chart
Kla Corp Com New (KLAC)	0.0	$1.4M	+69%	1.3k	1078.80	View chart

Past Filings by Mission Wealth Management

SEC 13F filings are viewable for Mission Wealth Management going back to 2015

Mission Wealth Management 2025 Q3 filed Nov. 4, 2025
Mission Wealth Management 2025 Q2 filed Aug. 5, 2025
Mission Wealth Management 2025 Q1 filed April 17, 2025
Mission Wealth Management 2024 Q4 filed Feb. 6, 2025
Mission Wealth Management 2024 Q3 filed Oct. 31, 2024
Mission Wealth Management 2024 Q2 filed Aug. 5, 2024
Mission Wealth Management 2024 Q1 filed April 30, 2024
Mission Wealth Management 2023 Q4 filed Feb. 5, 2024
Mission Wealth Management 2023 Q3 filed Oct. 24, 2023
Mission Wealth Management 2023 Q2 filed Aug. 4, 2023
Mission Wealth Management 2023 Q1 filed April 7, 2023
Mission Wealth Management 2022 Q4 filed Feb. 2, 2023
Mission Wealth Management 2022 Q3 filed Oct. 12, 2022
Mission Wealth Management 2022 Q2 filed July 27, 2022
Mission Wealth Management 2022 Q1 filed April 25, 2022
Mission Wealth Management 2021 Q4 filed Feb. 11, 2022

View all past filings

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