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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, VB, AAPL, and represent 35.88% of Mission Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$120M), NFLX (+$17M), CGDV (+$9.6M), DFAC (+$5.9M), DFUV (+$5.6M), NOW, HIFS, TPL, DFAT, IJH.
Started 64 new stock positions in MTB, IQDG, BTC, SNDK, HIFS, ZSL, CGMU, MUC, BRK.B, DFSD.
Reduced shares in these 10 stocks: IEFA (-$114M), AAPL (-$30M), VUG (-$20M), USFR (-$16M), TSLA (-$8.1M), BND (-$7.5M), VTI (-$6.5M), SPIB (-$6.2M), MSFT (-$6.0M), ARKK.
Sold out of its positions in SHYM, CWT, CPB, CNI, Comerica Incorporated, CPRT, D, GDV, HBI, IPG.
Mission Wealth Management was a net seller of stock by $-78M.
Mission Wealth Management has $5.0B in assets under management (AUM), dropping by -0.46%.
Central Index Key (CIK): 0001645382

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 702 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Mission Wealth Management has 702 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mission Wealth Management Dec. 31, 2025 positions
Download the Mission Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	9.5	$479M	-4%	981k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$459M		2.4M	190.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.8	$293M	-27%	3.3M	89.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.8	$290M		1.1M	257.95	View chart
Apple Put Option (AAPL)	5.5	$278M	-9%	1.0M	271.86	View chart
Microsoft Corporation (MSFT)	4.6	$232M	-2%	479k	483.62	View chart
NVIDIA Corporation Put Option (NVDA)	3.7	$184M	-2%	985k	186.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$120M	NEW	1.5M	82.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$110M	-5%	328k	335.27	View chart
Amazon (AMZN)	1.6	$81M	-2%	349k	230.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$79M	-2%	1.3M	62.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$73M	+4%	607k	120.18	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	1.4	$70M	+3%	223k	313.80	View chart
Tesla Motors Put Option (TSLA)	1.3	$63M	-11%	140k	449.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$60M	-2%	127k	473.30	View chart
Ishares Tr Esg Optimized (SUSA)	1.1	$57M		411k	139.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$50M	-2%	339k	148.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$47M	-2%	222k	210.34	View chart
Broadcom Put Option (AVGO)	0.9	$46M	-5%	133k	346.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.8	$41M	+2%	432k	95.09	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$41M		530k	77.02	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	0.7	$37M		119k	313.00	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.7	$37M	+2%	818k	44.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$36M		53k	681.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$35M	-31%	697k	50.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$34M	-2%	225k	148.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$34M	+20%	719k	46.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$34M	-3%	879k	38.11	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$30M		528k	56.96	View chart
Meta Platforms Cl A Put Option (META)	0.6	$28M		43k	660.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$27M	+27%	689k	39.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$27M	-3%	600k	44.17	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$25M	-9%	774k	32.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$25M	-4%	37k	684.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$24M	-2%	64k	373.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$24M	-4%	39k	614.31	View chart
JPMorgan Chase & Co. (JPM)	0.4	$22M	-4%	67k	322.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$21M	+13%	297k	69.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$21M	-7%	442k	46.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$20M	+91%	460k	43.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$20M	-19%	257k	76.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$19M		357k	53.76	View chart
Eli Lilly & Co. (LLY)	0.4	$18M	+6%	17k	1074.65	View chart
Netflix (NFLX)	0.4	$18M	+885%	196k	93.76	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$18M		413k	44.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$18M	-8%	759k	24.04	View chart
Intuitive Surgical Com New (ISRG)	0.4	$18M		32k	566.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$17M	+5%	224k	77.53	View chart
Visa Com Cl A (V)	0.3	$17M	-3%	47k	350.71	View chart
Oracle Corporation (ORCL)	0.3	$15M		78k	194.91	View chart
Home Depot (HD)	0.3	$15M	+4%	43k	344.10	View chart
The Trade Desk Com Cl A (TTD)	0.3	$15M	+7%	382k	37.96	View chart
Johnson & Johnson (JNJ)	0.3	$14M	+4%	70k	206.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M	-5%	64k	219.78	View chart
Applied Materials (AMAT)	0.3	$13M		52k	256.99	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$13M		106k	121.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$12M		97k	120.34	View chart
Costco Wholesale Corporation (COST)	0.2	$12M	-13%	13k	862.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$12M	+40%	175k	66.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$12M	-14%	426k	26.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$11M	+42%	192k	59.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$11M		17k	627.12	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$11M		150k	71.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$10M	+11%	208k	49.90	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$10M	+4%	103k	97.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$10M	+4%	221k	45.05	View chart
Appfolio Com Cl A (APPF)	0.2	$9.1M	-20%	39k	232.65	View chart
Chevron Corporation (CVX)	0.2	$8.9M		58k	152.41	View chart
Abbvie (ABBV)	0.2	$8.5M	-20%	37k	228.49	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$8.5M	+6%	234k	36.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$8.2M	-10%	93k	88.49	View chart
Blackrock (BLK)	0.2	$7.9M	-2%	7.4k	1070.40	View chart
Wells Fargo & Company (WFC)	0.2	$7.9M		85k	93.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$7.8M	-2%	169k	45.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$7.8M	-49%	105k	74.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$7.7M		170k	45.53	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.7M		115k	67.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.1M	-4%	50k	143.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$7.1M		77k	92.30	View chart
Bank of America Corporation (BAC)	0.1	$6.8M	-5%	124k	55.00	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$6.8M	-5%	49k	139.16	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.7M	-21%	39k	171.18	View chart
Procter & Gamble Company (PG)	0.1	$6.7M	-3%	46k	143.31	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$6.6M	-2%	638k	10.40	View chart
Advanced Micro Devices Put Option (AMD)	0.1	$6.6M		31k	214.16	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$6.5M	-15%	123k	52.80	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.4M	-2%	11k	570.89	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$6.3M	+26%	81k	77.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$6.3M	+7%	85k	74.17	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.2M	+199%	22k	287.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$6.1M		16k	386.85	View chart
Wal-Mart Stores (WMT)	0.1	$6.1M	+2%	55k	111.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$6.1M	+98%	42k	143.97	View chart
Servicenow Put Option (NOW)	0.1	$5.9M	+376%	39k	153.19	View chart
International Business Machines (IBM)	0.1	$5.9M	+5%	20k	296.22	View chart
United Rentals (URI)	0.1	$5.7M	-8%	7.1k	809.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.6M	-4%	18k	314.80	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$5.5M	-6%	110k	50.38	View chart
Sherwin-Williams Company (SHW)	0.1	$5.5M	-6%	17k	324.04	View chart
Caterpillar (CAT)	0.1	$5.5M	-7%	9.6k	572.85	View chart
AFLAC Incorporated (AFL)	0.1	$5.4M	-36%	49k	110.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.4M		56k	96.03	View chart
Cisco Systems (CSCO)	0.1	$5.4M	+8%	70k	77.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.2M	-10%	6.9k	753.81	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$5.1M	-9%	55k	93.89	View chart
McDonald's Corporation (MCD)	0.1	$5.1M		17k	305.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$5.1M	+37%	103k	49.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.1M	-8%	154k	32.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.0M	-8%	177k	28.48	View chart
Fifth Third Ban (FITB)	0.1	$5.0M		108k	46.81	View chart
UnitedHealth (UNH)	0.1	$5.0M	-5%	15k	330.12	View chart
Lowe's Companies (LOW)	0.1	$5.0M		21k	241.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.9M	+45%	12k	396.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.8M	-6%	64k	75.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.7M	-2%	56k	84.64	View chart
Intel Corporation (INTC)	0.1	$4.7M		126k	36.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.6M		38k	123.26	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$4.6M		68k	67.13	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.5M	-6%	26k	173.49	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$4.5M		97k	46.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.4M	-18%	9.5k	468.75	View chart
Eaton Corp SHS (ETN)	0.1	$4.3M	-6%	14k	318.52	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.3M		23k	183.40	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.3M	-5%	74k	57.46	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.3M	-5%	40k	106.70	View chart
Hingham Institution for Savings (HIFS)	0.1	$4.2M	NEW	15k	283.96	View chart
Stryker Corporation (SYK)	0.1	$4.2M		12k	351.47	View chart
Marriott Intl Cl A Put Option (MAR)	0.1	$4.2M	-3%	14k	310.24	View chart
General Dynamics Corporation (GD)	0.1	$4.2M	-2%	12k	336.66	View chart
Palo Alto Networks (PANW)	0.1	$4.1M	-3%	22k	184.20	View chart
Abbott Laboratories (ABT)	0.1	$4.1M	-3%	33k	125.29	View chart
Goldman Sachs (GS)	0.1	$4.0M	-14%	4.6k	878.92	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.0M	-8%	50k	80.22	View chart
Qualcomm (QCOM)	0.1	$4.0M	-3%	23k	171.05	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$4.0M	+22%	33k	120.96	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$4.0M		58k	68.76	View chart
salesforce (CRM)	0.1	$3.9M	-14%	15k	264.91	View chart
Ge Aerospace Com New (GE)	0.1	$3.9M	-6%	13k	308.02	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.9M	+12%	6.8k	570.25	View chart
American Express Company (AXP)	0.1	$3.9M		11k	369.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.9M	-37%	40k	96.16	View chart
Edwards Lifesciences (EW)	0.1	$3.9M	-3%	45k	85.25	View chart
Akamai Technologies (AKAM)	0.1	$3.8M	-2%	43k	87.25	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.8M		35k	107.11	View chart
Keysight Technologies (KEYS)	0.1	$3.8M	-2%	19k	203.19	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.7M	-26%	17k	223.23	View chart
Danaher Corporation (DHR)	0.1	$3.7M	+8%	16k	228.92	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$3.7M	-62%	109k	33.81	View chart
Intuit Put Option (INTU)	0.1	$3.7M		5.5k	662.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.7M	+80%	132k	27.62	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.6M	+96%	137k	26.52	View chart
Union Pacific Corporation (UNP)	0.1	$3.5M	-4%	15k	231.31	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$3.5M	-3%	97k	35.58	View chart
Chubb (CB)	0.1	$3.4M		11k	312.12	View chart
Amgen (AMGN)	0.1	$3.4M	-2%	10k	327.30	View chart
Agilent Technologies Inc C ommon (A)	0.1	$3.3M	-4%	25k	136.07	View chart
Honeywell International (HON)	0.1	$3.3M	-11%	17k	195.08	View chart
Accenture Plc Ireland Shs Class A Put Option (ACN)	0.1	$3.3M	+3%	12k	268.30	View chart
Micron Technology (MU)	0.1	$3.2M	-8%	11k	285.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.2M	-39%	28k	113.72	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$3.2M		70k	45.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.2M		13k	246.16	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.2M	+6%	58k	54.77	View chart
Walt Disney Company (DIS)	0.1	$3.1M	-3%	27k	113.77	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$3.1M		75k	40.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.1M	-6%	10k	303.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.0M	-9%	22k	141.14	View chart
Merck & Co (MRK)	0.1	$3.0M	+4%	29k	105.26	View chart
Coca-Cola Company (KO)	0.1	$3.0M		42k	69.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.0M	-3%	113k	26.23	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$2.8M	+109%	66k	42.56	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.8M		32k	88.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.8M	-12%	13k	211.79	View chart
Nextera Energy (NEE)	0.1	$2.8M		35k	80.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.7M	-7%	14k	198.62	View chart
Pepsi (PEP)	0.1	$2.7M	+12%	19k	143.52	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.7M	+3%	41k	67.43	View chart
Pure Storage Cl A Put Option (PSTG)	0.1	$2.7M		41k	67.01	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.7M		4.7k	579.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.7M	-9%	92k	29.61	View chart
Amphenol Corp Cl A (APH)	0.1	$2.7M	-2%	20k	135.14	View chart
Metropcs Communications (TMUS)	0.1	$2.7M		13k	203.03	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$2.7M	-2%	62k	43.25	View chart
Northpointe Bancshares Com Shs (NPB)	0.1	$2.6M	-12%	158k	16.78	View chart
Kkr & Co (KKR)	0.1	$2.6M		21k	127.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.6M	-4%	18k	143.33	View chart
Samsara Com Cl A (IOT)	0.1	$2.5M	+16%	72k	35.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.5M	-2%	34k	73.56	View chart
Boeing Company (BA)	0.1	$2.5M	-27%	12k	217.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.5M	-2%	8.1k	302.12	View chart
S&p Global (SPGI)	0.0	$2.5M		4.7k	522.63	View chart
Booking Holdings (BKNG)	0.0	$2.4M	-8%	457.00	5360.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.4M	+16%	14k	177.76	View chart
Workday Cl A (WDAY)	0.0	$2.4M		11k	214.77	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.0	$2.4M	-5%	47k	51.07	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$2.4M	+276%	15k	160.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$2.3M	-17%	27k	85.37	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.0	$2.3M	-8%	77k	29.97	View chart
Deere & Company (DE)	0.0	$2.3M		4.9k	465.60	View chart
Uber Technologies (UBER)	0.0	$2.3M	-5%	28k	81.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.3M		3.00	754800.00	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$2.3M	-12%	2.1k	1070.10	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.0	$2.2M		36k	62.03	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.2M	-10%	6.3k	349.97	View chart
Allstate Corporation (ALL)	0.0	$2.2M		11k	208.15	View chart
Cummins (CMI)	0.0	$2.2M		4.3k	510.49	View chart
Cloudflare Cl A Com (NET)	0.0	$2.1M		11k	197.15	View chart
Verizon Communications (VZ)	0.0	$2.1M		51k	40.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$2.1M	+449%	23k	89.43	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$2.1M	+2%	23k	91.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.0M		9.5k	212.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$2.0M		4.1k	480.58	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.0M	-3%	4.1k	483.72	View chart
Waste Management (WM)	0.0	$2.0M	-7%	9.0k	219.70	View chart
Linde SHS (LIN)	0.0	$1.9M	-36%	4.4k	426.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$1.9M	-2%	25k	76.23	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$1.9M	-18%	39k	47.97	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$1.9M		24k	76.49	View chart
Autodesk (ADSK)	0.0	$1.8M	-3%	6.2k	296.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.8M	+2%	4.1k	453.36	View chart
Duke Energy Corp Com New (DUK)	0.0	$1.8M		16k	117.21	View chart
ConocoPhillips (COP)	0.0	$1.8M	+25%	19k	93.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$1.8M	-7%	55k	32.89	View chart
Cadence Design Systems (CDNS)	0.0	$1.8M	-4%	5.7k	312.56	View chart
Automatic Data Processing (ADP)	0.0	$1.8M	-24%	6.9k	257.22	View chart
Airbnb Com Cl A Put Option (ABNB)	0.0	$1.8M	+39%	13k	135.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.8M		18k	99.88	View chart
Argan (AGX)	0.0	$1.7M		5.5k	313.32	View chart
Philip Morris International (PM)	0.0	$1.7M		11k	160.40	View chart
Bank of New York Mellon Corporation (BK)	0.0	$1.7M	-5%	15k	116.09	View chart
Ecolab (ECL)	0.0	$1.7M		6.4k	262.50	View chart
McKesson Corporation (MCK)	0.0	$1.7M	+2%	2.0k	820.32	View chart
Public Service Enterprise (PEG)	0.0	$1.7M		21k	80.30	View chart
Kla Corp Com New (KLAC)	0.0	$1.7M		1.4k	1214.71	View chart
Starbucks Corporation (SBUX)	0.0	$1.7M	-2%	20k	84.21	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.7M	-3%	69k	24.02	View chart
Deckers Outdoor Corporation (DECK)	0.0	$1.6M		16k	103.67	View chart
Ge Vernova (GEV)	0.0	$1.6M	+7%	2.5k	653.63	View chart
TJX Companies (TJX)	0.0	$1.6M	-12%	11k	153.61	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.6M	-32%	66k	24.37	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.6M		3.9k	412.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.6M	+46%	5.5k	290.21	View chart
Shell Spon Ads (SHEL)	0.0	$1.6M	-5%	22k	73.48	View chart
Bristol Myers Squibb (BMY)	0.0	$1.6M	+3%	29k	53.94	View chart
Xylem (XYL)	0.0	$1.6M		12k	136.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.6M	+8%	5.7k	275.38	View chart
Marsh & McLennan Companies	0.0	$1.6M		8.4k	185.52	View chart
Gilead Sciences (GILD)	0.0	$1.6M		13k	122.74	View chart
Expeditors International of Washington (EXPD)	0.0	$1.5M	-7%	10k	149.02	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$1.5M	+69%	47k	32.73	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 Q4 filed Feb. 5, 2026
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

View all past filings

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