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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 VTV, VUG, VB, AVDE, AAPL, and represent 35.73% of Mission Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$166M), DFUS (+$27M), GPIX (+$24M), BIV (+$11M), BSV (+$9.1M), USFR (+$8.6M), ITOT (+$8.0M), IWF (+$5.3M), VTI, WDC.
Started 55 new stock positions in HWM, CIEN, USCI, BSMS, BSCU, WULF, IBTH, FBCG, IBTI, KMI.
Reduced shares in these 10 stocks: IEFA (-$157M), NVDA (-$11M), AAPL (-$7.8M), TTD (-$7.5M), GOOG (-$6.4M), FITB (-$5.0M), TPL, AMZN, APPF, GOOGL.
Sold out of its positions in ABCL, ANIX, AstraZeneca, TEAM, BLCO, BRK.B, MUC, CNC, CL, Confluent.
Mission Wealth Management was a net buyer of stock by $21M.
Mission Wealth Management has $4.9B in assets under management (AUM), dropping by -2.98%.
Central Index Key (CIK): 0001645382

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 703 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Mission Wealth Management has 703 total positions. Only the first 250 positions are shown.

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Download the Mission Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	9.7	$472M		2.4M	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	8.9	$431M		987k	436.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.1	$295M		1.1M	261.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.9	$289M	+134%	3.4M	84.84	View chart
Apple (AAPL)	5.2	$251M	-3%	991k	253.79	View chart
Microsoft Corporation (MSFT)	3.6	$175M		474k	370.17	View chart
NVIDIA Corporation (NVDA)	3.3	$161M	-6%	922k	174.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$139M	-53%	1.5M	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$109M	+3%	339k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$78M	-3%	1.2M	64.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$74M		598k	124.31	View chart
Amazon (AMZN)	1.4	$69M	-5%	331k	208.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$59M	+9%	139k	426.40	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$58M	-10%	201k	286.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$56M	+16%	396k	142.43	View chart
Ishares Tr Esg Optimized (SUSA)	1.1	$55M		412k	132.10	View chart
Tesla Motors Put Option (TSLA)	1.0	$51M	-2%	137k	371.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$48M		225k	213.67	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$46M	+6%	564k	80.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$44M	+24%	868k	50.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.9	$42M		439k	95.62	View chart
Broadcom (AVGO)	0.8	$39M	-4%	127k	309.51	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.8	$37M		831k	45.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$37M	+7%	56k	650.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$36M	+4%	917k	38.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$35M		713k	48.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$33M	+449%	464k	70.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$31M		222k	141.42	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$31M		526k	59.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$31M	-9%	108k	287.56	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.6	$30M	+389%	601k	50.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$28M	+4%	718k	38.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$27M	-2%	586k	45.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$24M	-7%	714k	33.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$24M	-2%	36k	653.22	View chart
Meta Platforms Cl A Put Option (META)	0.5	$23M	-7%	40k	572.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$22M	-2%	62k	356.56	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$21M	+6%	470k	45.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$21M		292k	71.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$21M	-7%	36k	577.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$20M		465k	42.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$19M		351k	54.05	View chart
Netflix Put Option (NFLX)	0.4	$19M		195k	96.15	View chart
JPMorgan Chase & Co. (JPM)	0.4	$19M	-6%	63k	294.16	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$18M		228k	78.41	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$17M	-2%	252k	67.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$17M	-11%	675k	24.75	View chart
Applied Materials (AMAT)	0.3	$16M	-8%	48k	341.79	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$16M	-2%	404k	40.19	View chart
Eli Lilly & Co. Put Option (LLY)	0.3	$15M	-2%	17k	919.77	View chart
Exxon Mobil Corporation (XOM)	0.3	$15M	-8%	89k	169.66	View chart
Intuitive Surgical Com New (ISRG)	0.3	$15M		32k	460.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$15M	+5%	68k	215.06	View chart
Johnson & Johnson Put Option (JNJ)	0.3	$14M	-15%	59k	244.44	View chart
Visa Com Cl A (V)	0.3	$13M	-6%	45k	302.24	View chart
Home Depot Put Option (HD)	0.3	$13M	-4%	41k	328.89	View chart
Costco Wholesale Corporation (COST)	0.3	$13M		13k	996.45	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$13M	+3%	200k	62.45	View chart
Oracle Corporation Put Option (ORCL)	0.3	$12M	+7%	84k	147.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$12M	+2%	179k	67.53	View chart
Chevron Corporation (CVX)	0.2	$12M	-2%	57k	206.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$11M	-2%	104k	109.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$11M	+8%	19k	597.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$11M		205k	52.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$11M	NEW	137k	77.18	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$11M	-2%	147k	71.73	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$9.9M	-2%	217k	45.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$9.8M	+4%	108k	90.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$9.1M	NEW	116k	78.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$8.9M	-18%	348k	25.64	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$8.6M		238k	36.11	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$8.1M	+28%	104k	77.38	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$7.8M		167k	47.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$7.7M	-3%	165k	46.74	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.7M	-4%	110k	69.75	View chart
AFLAC Incorporated (AFL)	0.2	$7.6M	+40%	69k	109.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$7.6M	-7%	85k	88.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$7.4M	-3%	101k	73.64	View chart
Caterpillar (CAT)	0.1	$7.1M	+5%	10k	708.48	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$7.1M		75k	93.74	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$7.0M	-2%	48k	145.94	View chart
Blackrock (BLK)	0.1	$6.9M	-3%	7.2k	961.77	View chart
Abbvie (ABBV)	0.1	$6.9M	-15%	32k	217.49	View chart
Wells Fargo & Company (WFC)	0.1	$6.8M		86k	79.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.7M	-8%	45k	148.10	View chart
Wal-Mart Stores (WMT)	0.1	$6.7M		54k	124.28	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$6.5M		632k	10.33	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.5M	-37%	14k	474.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.4M	-24%	30k	213.66	View chart
Advanced Micro Devices Put Option (AMD)	0.1	$6.3M		31k	203.43	View chart
Bank of America Corporation (BAC)	0.1	$5.9M	-2%	121k	48.75	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$5.8M		16k	370.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.8M	+5%	59k	97.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.7M		43k	132.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.5M	+3%	13k	430.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.3M		18k	298.85	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$5.3M		107k	49.75	View chart
Cisco Systems (CSCO)	0.1	$5.3M		69k	77.59	View chart
Intel Corporation (INTC)	0.1	$5.3M	-4%	120k	44.13	View chart
Sherwin-Williams Company (SHW)	0.1	$5.3M	-3%	16k	320.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.2M	+6%	68k	77.11	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.2M	+6%	60k	86.64	View chart
United Rentals (URI)	0.1	$5.1M		7.0k	728.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.1M		175k	29.08	View chart
Keysight Technologies (KEYS)	0.1	$5.1M	-2%	18k	282.38	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.1M	-9%	10k	499.63	View chart
Lowe's Companies (LOW)	0.1	$4.9M		21k	236.28	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$4.9M	-6%	51k	94.56	View chart
Western Digital (WDC)	0.1	$4.8M	+200%	18k	270.49	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.8M	-5%	25k	194.14	View chart
Akamai Technologies (AKAM)	0.1	$4.8M	-4%	42k	114.85	View chart
McDonald's Corporation (MCD)	0.1	$4.7M	-9%	15k	310.80	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$4.6M		68k	68.47	View chart
Procter & Gamble Company (PG)	0.1	$4.6M	-31%	32k	144.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.5M	+6%	40k	113.11	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$4.4M		96k	45.83	View chart
International Business Machines (IBM)	0.1	$4.4M	-9%	18k	242.39	View chart
Marriott Intl Cl A (MAR)	0.1	$4.3M	-3%	13k	327.06	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.3M	-7%	6.3k	682.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.3M	-4%	22k	192.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$4.2M	-16%	128k	32.95	View chart
Goldman Sachs (GS)	0.1	$4.2M	+7%	5.0k	845.93	View chart
Hingham Institution for Savings (HIFS)	0.1	$4.2M		15k	285.84	View chart
Servicenow (NOW)	0.1	$4.1M	+2%	40k	104.55	View chart
Micron Technology (MU)	0.1	$4.1M	+7%	12k	337.85	View chart
General Dynamics Corporation (GD)	0.1	$4.1M	-3%	12k	343.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.0M	-16%	5.8k	697.75	View chart
UnitedHealth (UNH)	0.1	$4.0M	-2%	15k	270.59	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$4.0M		57k	69.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.0M	+21%	26k	151.41	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.0M	-6%	70k	56.86	View chart
Stryker Corporation (SYK)	0.1	$3.9M		12k	328.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.8M	+2%	36k	106.15	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.8M	-3%	99k	38.42	View chart
Honeywell International (HON)	0.1	$3.8M		17k	226.03	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.8M	+5%	139k	27.23	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.8M	+5%	144k	26.26	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M	+4%	13k	283.76	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$3.7M	-6%	37k	97.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.6M	+12%	15k	248.00	View chart
Eaton Corp SHS Put Option (ETN)	0.1	$3.6M	-26%	10k	357.67	View chart
Chubb (CB)	0.1	$3.6M		11k	325.93	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.5M	+25%	83k	42.22	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$3.5M	-2%	95k	36.74	View chart
Nextera Energy (NEE)	0.1	$3.5M	+8%	38k	92.88	View chart
Edwards Lifesciences (EW)	0.1	$3.4M	-6%	43k	80.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.4M	-9%	8.6k	390.39	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$3.3M	-8%	99k	33.54	View chart
Amgen (AMGN)	0.1	$3.3M	-8%	9.4k	351.87	View chart
American Express Company (AXP)	0.1	$3.3M	+2%	11k	302.47	View chart
Union Pacific Corporation (UNP)	0.1	$3.2M	-13%	13k	242.62	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.2M	+11%	64k	49.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.2M	-6%	27k	118.45	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$3.1M		70k	44.45	View chart
Merck & Co (MRK)	0.1	$3.1M	-9%	26k	120.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.1M	-19%	32k	95.44	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$3.1M	-2%	73k	42.23	View chart
Danaher Corporation (DHR)	0.1	$3.1M		16k	189.60	View chart
Coca-Cola Company (KO)	0.1	$3.1M	-5%	40k	76.05	View chart
Palo Alto Networks (PANW)	0.1	$3.0M	-16%	19k	160.32	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.0M		17k	175.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.9M	+14%	39k	75.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.9M	-14%	8.6k	337.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.9M	+2%	116k	25.10	View chart
Metropcs Communications (TMUS)	0.1	$2.9M	+3%	14k	210.03	View chart
Argan (AGX)	0.1	$2.8M	-5%	5.2k	544.65	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$2.8M	-24%	25k	112.27	View chart
Verizon Communications (VZ)	0.1	$2.8M	+7%	55k	50.20	View chart
Deere & Company (DE)	0.1	$2.8M		4.9k	563.34	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.8M	-2%	31k	89.33	View chart
Agilent Technologies Inc C ommon (A)	0.1	$2.7M	-2%	24k	113.98	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.7M		41k	65.69	View chart
Qualcomm (QCOM)	0.1	$2.6M	-11%	21k	128.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.6M	-7%	12k	217.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.6M		14k	191.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.6M		18k	145.79	View chart
Ge Vernova (GEV)	0.1	$2.6M	+19%	2.9k	873.02	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.6M	-8%	1.9k	1320.67	View chart
Northpointe Bancshares Com Shs (NPB)	0.1	$2.5M	-6%	148k	17.26	View chart
Pepsi (PEP)	0.1	$2.5M	-14%	16k	155.29	View chart
salesforce (CRM)	0.1	$2.5M	-8%	14k	186.67	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	-25%	24k	102.67	View chart
Amphenol Corp Cl A (APH)	0.1	$2.5M		20k	126.35	View chart
Appfolio Com Cl A (APPF)	0.1	$2.5M	-59%	16k	157.82	View chart
Intuit Put Option (INTU)	0.1	$2.5M	+4%	5.8k	432.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.4M		8.0k	302.24	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.4M		4.0k	604.35	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$2.4M	NEW	18k	135.49	View chart
Everpure Cl A (PSTG)	0.0	$2.4M		41k	59.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.4M	-14%	78k	30.50	View chart
Walt Disney Company (DIS)	0.0	$2.4M	-9%	25k	96.38	View chart
Accenture Plc Ireland Shs Class A Put Option (ACN)	0.0	$2.3M	-3%	12k	198.29	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.3M		4.8k	491.57	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.0	$2.3M	+3%	48k	48.16	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.0	$2.3M	-3%	75k	30.40	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$2.3M		5.8k	391.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$2.3M	-10%	25k	92.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$2.2M	NEW	113k	19.53	View chart
Cummins (CMI)	0.0	$2.2M	-4%	4.1k	538.03	View chart
Cloudflare Cl A Com (NET)	0.0	$2.2M		11k	206.34	View chart
Kla Corp Com New (KLAC)	0.0	$2.2M	+9%	1.5k	1472.46	View chart
Waste Management (WM)	0.0	$2.2M	+5%	9.4k	229.79	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.2M	+8%	15k	146.28	View chart
Linde SHS (LIN)	0.0	$2.2M		4.4k	495.77	View chart
Corning Incorporated (GLW)	0.0	$2.2M		16k	135.97	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.2M		3.00	718140.00	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.0	$2.2M	NEW	90k	23.94	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.0	$2.1M		36k	59.32	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$2.1M		24k	86.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$2.1M	NEW	106k	19.62	View chart
McKesson Corporation (MCK)	0.0	$2.1M	+16%	2.4k	865.23	View chart
Boeing Company (BA)	0.0	$2.0M	-13%	10k	199.04	View chart
Shell Spon Ads (SHEL)	0.0	$2.0M		21k	93.00	View chart
S&p Global (SPGI)	0.0	$2.0M		4.6k	425.36	View chart
Kkr & Co (KKR)	0.0	$2.0M	+3%	21k	92.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$2.0M	+2%	4.2k	463.18	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.0M	-3%	15k	130.94	View chart
Samsara Com Cl A Put Option (IOT)	0.0	$2.0M	-13%	62k	31.69	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$2.0M	+702%	27k	72.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.9M	-3%	9.1k	211.15	View chart
Allstate Corporation (ALL)	0.0	$1.9M	-12%	9.3k	207.35	View chart
Vanguard World Energy Etf (VDE)	0.0	$1.9M		11k	173.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$1.9M	+50%	24k	79.27	View chart
Booking Holdings (BKNG)	0.0	$1.9M	-3%	443.00	4211.92	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$1.9M	+42%	71k	26.20	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$1.8M	NEW	90k	20.42	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.8M		4.1k	446.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.8M	+40%	32k	56.79	View chart
TJX Companies (TJX)	0.0	$1.8M	+7%	11k	159.70	View chart
ConocoPhillips (COP)	0.0	$1.8M	-30%	14k	132.00	View chart
Bristol Myers Squibb (BMY)	0.0	$1.8M		29k	60.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.8M	+3%	58k	30.68	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$1.7M	+9%	51k	33.97	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$1.7M	+10%	18k	97.73	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$1.7M	-10%	49k	35.04	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.7M	-2%	14k	118.62	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.7M	+10%	7.0k	243.09	View chart
Philip Morris International (PM)	0.0	$1.7M	-2%	10k	165.34	View chart
Teradyne (TER)	0.0	$1.7M	-20%	5.7k	296.44	View chart
Bank of New York Mellon Corporation (BK)	0.0	$1.7M	-3%	14k	118.63	View chart
Airbnb Com Cl A Put Option (ABNB)	0.0	$1.6M		13k	126.28	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.6M		69k	23.81	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.6M	-2%	11k	152.75	View chart
Gilead Sciences (GILD)	0.0	$1.6M	-8%	12k	139.37	View chart
Dover Corporation (DOV)	0.0	$1.6M		7.7k	208.46	View chart
Deckers Outdoor Corporation (DECK)	0.0	$1.6M		16k	100.09	View chart
Analog Devices (ADI)	0.0	$1.6M		5.0k	318.14	View chart
Cadence Design Systems (CDNS)	0.0	$1.6M		5.7k	277.88	View chart
Starbucks Corporation (SBUX)	0.0	$1.6M	-11%	17k	89.59	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$1.5M	-19%	18k	84.91	View chart

Past Filings by Mission Wealth Management

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

Mission Wealth Management 2026 Q1 filed May 15, 2026
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

View all past filings

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