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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, AVDE, VB, AAPL, and represent 32.29% of Mission Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$564M), NVDA (+$166M), AVDE (+$155M), VTV (+$154M), AAPL (+$120M), VB (+$107M), MSFT (+$100M), GPIX (+$88M), IWF (+$72M), AVGO (+$64M).
Started 331 new stock positions in FITB, DD, MINT, NUKZ, GRID, EXP, GPIQ, RGA, SNOW, AMG.
Reduced shares in these 10 stocks: , BE (-$5.1M), HIFS, Honeywell International, DFUS, IEF, VGSR, SYK, RKLB, IOT.
Sold out of its positions in BTCS, BCPC, TCPC, CLOV, Dupont De Nemours, XOM, FENY, GAB.R, GOGO, HIFS. Honeywell International, MPLX, Masimo Corporation, MRCC, NIO, TROW, DVLT, GDXJ.
Mission Wealth Management was a net buyer of stock by $3.2B.
Mission Wealth Management has $8.2B in assets under management (AUM), dropping by 68.22%.
Central Index Key (CIK): 0001645382

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 1016 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mission Wealth Management has 1016 total positions. Only the first 250 positions are shown.

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Download the Mission Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	8.3	$678M	+29%	3.1M	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	7.9	$649M	+663%	7.5M	86.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.6	$459M	+51%	5.1M	89.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.5	$448M	+31%	1.5M	303.12	View chart
Apple Call Option (Principal) (AAPL)	5.0	$406M	+41%	1.4M	289.36	View chart
NVIDIA Corporation Call Option (Principal) (NVDA)	4.3	$351M	+90%	1.8M	200.09	View chart
Microsoft Corporation Put Option (Principal) (MSFT)	3.4	$276M	+56%	741k	373.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$186M	+48%	502k	370.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$174M	+16%	1.8M	96.58	View chart
Amazon Call Option (Principal) (AMZN)	1.7	$142M	+80%	596k	238.34	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.5	$121M	+263%	2.2M	55.57	View chart
Broadcom Call Option (Principal) (AVGO)	1.4	$112M	+133%	297k	377.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$105M	+18%	706k	148.31	View chart
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)	1.2	$102M	+43%	288k	353.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$94M	+8%	1.3M	71.25	View chart
Alphabet Cap Stk Cl A Call Option (Principal) (GOOGL)	1.2	$94M	+145%	264k	357.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.1	$94M	+115%	1.9M	50.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$89M	+416%	719k	124.17	View chart
Applied Materials (AMAT)	1.1	$89M	+157%	123k	723.00	View chart
Tesla Motors (TSLA)	0.9	$75M	+30%	179k	420.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$70M	+28%	724k	96.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.8	$67M	+5%	435k	154.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$65M		394k	164.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$64M	+18%	266k	242.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (Principal) (SPY)	0.7	$54M	+29%	73k	746.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$51M	+12%	492k	102.81	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$46M	+5%	877k	52.12	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$43M	+35%	973k	44.36	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$42M	+19%	631k	66.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$42M	+9%	1.0M	41.25	View chart
Lam Research Corp Com New Put Option (Principal) (LRCX)	0.5	$40M	+208%	92k	433.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$39M		716k	55.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$38M	+4%	232k	163.67	View chart
JPMorgan Chase & Co. (JPM)	0.4	$36M	+74%	111k	327.33	View chart
Meta Platforms Cl A Call Option (Principal) (META)	0.4	$35M	+55%	62k	563.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$35M	+32%	47k	736.40	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.4	$35M	-8%	423k	81.94	View chart
Caterpillar Call Option (Principal) (CAT)	0.4	$35M	+221%	32k	1064.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$34M	+114%	145k	236.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$34M	+6%	622k	54.69	View chart
Eli Lilly & Co. Call Option (Principal) (LLY)	0.4	$32M	+59%	27k	1199.43	View chart
Costco Wholesale Corporation Put Option (Principal) (COST)	0.4	$32M	+158%	34k	935.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$31M	+8%	776k	40.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$29M	+2167%	867k	33.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$29M	+8%	39k	748.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$29M	+128%	43k	686.82	View chart
Advanced Micro Devices (AMD)	0.4	$29M	+58%	50k	580.92	View chart
Visa Com Cl A (V)	0.3	$28M	+81%	81k	343.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$27M	+11%	522k	51.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$26M	+86%	373k	69.90	View chart
Micron Technology Call Option (Principal) (MU)	0.3	$26M	+83%	22k	1154.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$26M		63k	409.50	View chart
Johnson & Johnson Put Option (Principal) (JNJ)	0.3	$26M	+69%	100k	253.97	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$25M	+9%	507k	49.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$25M	+3%	302k	82.34	View chart
Wal-Mart Stores Call Option (Principal) (WMT)	0.3	$24M	+297%	214k	113.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$24M	+28%	294k	82.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$23M	+128%	795k	29.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$23M	+66%	298k	77.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$23M	+8%	380k	59.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$21M	+9%	740k	27.70	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$20M		251k	80.82	View chart
Intel Corporation Call Option (Principal) (INTC)	0.2	$20M	+20%	145k	139.63	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$19M		406k	47.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$19M	+6253%	371k	50.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$18M	+872%	559k	31.71	View chart
Boeing Company (BA)	0.2	$18M	+707%	81k	216.47	View chart
Abbvie (ABBV)	0.2	$17M	+119%	69k	251.64	View chart
Oracle Corporation Put Option (Principal) (ORCL)	0.2	$17M	+39%	118k	146.55	View chart
Kla Corp Com New (KLAC)	0.2	$17M	+3603%	55k	301.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$16M	+361%	535k	28.96	View chart
Netflix Call Option (Principal) (NFLX)	0.2	$15M	+10%	215k	71.40	View chart
Intuitive Surgical Com New (ISRG)	0.2	$15M	+19%	39k	397.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$15M	+15%	120k	127.81	View chart
Home Depot (HD)	0.2	$15M	+4%	42k	352.68	View chart
Chevron Corporation (CVX)	0.2	$15M	+57%	90k	165.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$15M	+1055%	230k	64.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$15M	+1643%	23k	655.88	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$15M	+15%	124k	117.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$14M	+99%	90k	158.03	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$14M	+246%	30k	477.55	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$14M	+15%	169k	82.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$14M	+1897%	115k	119.52	View chart
Blackrock (BLK)	0.2	$14M	+97%	14k	961.56	View chart
United Rentals (URI)	0.2	$13M	+66%	12k	1132.90	View chart
Deere & Company (DE)	0.2	$13M	+322%	21k	634.32	View chart
Cisco Systems (CSCO)	0.2	$13M	+61%	111k	117.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$13M	+680%	67k	190.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$13M	+466%	17.00	748850.00	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$12M	+13%	246k	49.99	View chart
Procter & Gamble Company (PG)	0.1	$12M	+164%	84k	146.64	View chart
Texas Instruments Incorporated (TXN)	0.1	$12M	+63%	40k	298.08	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$12M	+26%	300k	40.02	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$12M	+45%	152k	77.23	View chart
AFLAC Incorporated Put Option (Principal) (AFL)	0.1	$11M	+38%	96k	117.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$11M		209k	54.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$11M	+3315%	107k	103.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$11M	+2598%	112k	98.20	View chart
Western Digital Put Option (Principal) (WDC)	0.1	$11M	-6%	17k	638.72	View chart
Palo Alto Networks (PANW)	0.1	$11M	+67%	31k	341.03	View chart
Bank of America Corporation (BAC)	0.1	$11M	+54%	187k	56.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$10M	+74%	118k	85.49	View chart
Goldman Sachs (GS)	0.1	$10M	+100%	10k	1011.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$10M	-4%	131k	76.70	View chart
Ge Aerospace Com New (GE)	0.1	$9.9M	+99%	26k	373.74	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$9.8M	+7%	118k	82.84	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$9.7M	+19%	51k	190.52	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$9.7M	+3%	173k	55.93	View chart
Merck & Co (MRK)	0.1	$9.3M	+178%	72k	128.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.2M	+182%	110k	83.75	View chart
Amgen (AMGN)	0.1	$9.2M	+170%	25k	362.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$9.2M	+691%	246k	37.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$9.1M	+13%	85k	106.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$9.0M	+10%	94k	96.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$9.0M		116k	77.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.9M	+110%	47k	189.73	View chart
International Business Machines Call Option (Principal) (IBM)	0.1	$8.9M	+74%	32k	281.21	View chart
Ge Vernova Call Option (Principal) (GEV)	0.1	$8.8M	+154%	7.5k	1174.86	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$8.7M	+2328%	92k	94.85	View chart
Wells Fargo & Company (WFC)	0.1	$8.5M	+20%	103k	82.64	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$8.3M	+5%	174k	48.12	View chart
Automatic Data Processing (ADP)	0.1	$8.3M	+445%	37k	223.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.2M	+124%	60k	136.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$8.2M	+29%	227k	36.13	View chart
UnitedHealth (UNH)	0.1	$7.9M	+28%	19k	415.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$7.7M	+304%	208k	36.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$7.6M	+683%	186k	40.64	View chart
Pepsi (PEP)	0.1	$7.6M	+241%	56k	135.40	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$7.6M	+3%	50k	152.18	View chart
Chubb (CB)	0.1	$7.5M	+101%	22k	340.73	View chart
Coca-Cola Company (KO)	0.1	$7.5M	+128%	92k	81.27	View chart
Sempra Energy (SRE)	0.1	$7.3M	+3223%	79k	92.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.3M		100k	73.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$7.3M	+18%	70k	103.88	View chart
Mastercard Incorporated Cl A Put Option (Principal) (MA)	0.1	$7.2M	+38%	14k	513.60	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$7.1M	+26%	7.4k	965.05	View chart
McDonald's Corporation (MCD)	0.1	$7.0M	+72%	26k	270.31	View chart
Keysight Technologies (KEYS)	0.1	$6.8M	+7%	19k	350.07	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$6.7M		16k	426.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$6.7M	+41%	18k	368.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$6.5M	+18%	47k	137.53	View chart
Trane Technologies SHS (TT)	0.1	$6.4M	+674%	13k	491.16	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$6.4M	+1431%	207k	31.10	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$6.4M	+95%	49k	132.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.3M	+164%	13k	501.35	View chart
Sherwin-Williams Company (SHW)	0.1	$6.2M	+9%	18k	344.34	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$6.2M	NEW	94k	65.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$6.2M		18k	343.92	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.0M		14k	437.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.9M	+3%	62k	95.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$5.8M	+49%	2.9k	1988.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.7M	+48%	53k	107.62	View chart
Hewlett Packard Enterprise Call Option (Principal) (HPE)	0.1	$5.7M	+84%	126k	45.11	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$5.7M	+494%	109k	52.34	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$5.7M	-21%	496k	11.38	View chart
General Dynamics Corporation (GD)	0.1	$5.6M	+33%	16k	354.23	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$5.6M	+26%	121k	46.10	View chart
TJX Companies (TJX)	0.1	$5.5M	+222%	36k	151.50	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.1	$5.5M		109k	50.44	View chart
Sandisk Corp (SNDK)	0.1	$5.5M	+28%	2.4k	2273.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$5.4M	NEW	127k	42.67	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$5.4M	+3%	70k	76.11	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$5.3M	NEW	90k	59.31	View chart
Lowe's Companies (LOW)	0.1	$5.3M	+14%	24k	220.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.3M	+950%	93k	56.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.2M	+76%	22k	242.99	View chart
Marriott Intl Cl A Put Option (Principal) (MAR)	0.1	$5.2M	+6%	14k	370.59	View chart
Union Pacific Corporation (UNP)	0.1	$5.1M	+43%	19k	272.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.1M	+16%	17k	300.47	View chart
Akamai Technologies (AKAM)	0.1	$5.1M	+3%	43k	118.21	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$5.0M	-4%	49k	102.25	View chart
American Express Company (AXP)	0.1	$5.0M	+36%	15k	338.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.9M	+185%	42k	116.67	View chart
Constellation Energy (CEG)	0.1	$4.9M	+513%	20k	248.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.8M	NEW	79k	61.46	View chart
Eaton Corp SHS (ETN)	0.1	$4.7M	+10%	11k	426.12	View chart
Cummins (CMI)	0.1	$4.5M	+54%	6.4k	713.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	+121%	8.9k	509.48	View chart
Cadence Design Systems (CDNS)	0.1	$4.5M	+112%	12k	375.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.5M	+36%	135k	33.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$4.5M	-3%	124k	36.26	View chart
Corning Incorporated Call Option (Principal) (GLW)	0.1	$4.5M	+10%	18k	255.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.5M	+50%	20k	219.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.5M	+8%	29k	156.30	View chart
Abbott Laboratories (ABT)	0.1	$4.4M	+100%	49k	90.74	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$4.4M	+25%	105k	42.21	View chart
Amphenol Corp Cl A (APH)	0.1	$4.4M	+26%	25k	176.32	View chart
American Tower Reit (AMT)	0.1	$4.4M	+1170%	27k	163.57	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$4.4M	NEW	171k	25.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$4.3M	+1217%	49k	87.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.2M	+5%	74k	57.64	View chart
Argan (AGX)	0.1	$4.2M		5.3k	798.55	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$4.2M	+21%	78k	53.61	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$4.2M		57k	73.21	View chart
Quanta Services (PWR)	0.1	$4.2M	+382%	5.8k	720.03	View chart
FedEx Corporation (FDX)	0.1	$4.1M	+222%	13k	313.13	View chart
Arista Networks Com Shs (ANET)	0.0	$4.1M	+415%	24k	169.88	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$4.1M	+99%	8.2k	496.70	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$4.0M	-9%	34k	118.99	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$4.0M	+21%	120k	33.46	View chart
Travelers Companies (TRV)	0.0	$4.0M	+222%	12k	330.12	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$4.0M	+5%	146k	27.33	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$4.0M	+5%	152k	26.18	View chart
Nextera Energy (NEE)	0.0	$3.9M	+19%	45k	87.77	View chart
Qualcomm (QCOM)	0.0	$3.9M	+3%	21k	184.79	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$3.9M	-3%	92k	42.44	View chart
Synopsys (SNPS)	0.0	$3.8M	+474%	8.5k	446.08	View chart
Comfort Systems USA (FIX)	0.0	$3.8M	+269%	1.9k	1981.76	View chart
Edwards Lifesciences (EW)	0.0	$3.8M		42k	90.46	View chart
Agilent Technologies Inc C ommon (A)	0.0	$3.8M	+17%	28k	132.83	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$3.7M	+779%	20k	190.19	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$3.7M	+214%	80k	46.63	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$3.7M	NEW	39k	94.42	View chart
Servicenow Put Option (Principal) (NOW)	0.0	$3.7M	-5%	37k	99.28	View chart
Teradyne (TER)	0.0	$3.7M	+32%	7.6k	483.82	View chart
Altria (MO)	0.0	$3.6M	+138%	51k	71.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$3.6M	+307%	69k	52.76	View chart
Morgan Stanley Com New (MS)	0.0	$3.6M	+112%	17k	209.04	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.6M	+13%	80k	44.85	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.6M	+11%	7.0k	509.33	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.6M	+31%	103k	34.81	View chart
Linde SHS (LIN)	0.0	$3.6M	+57%	6.8k	518.92	View chart
Starbucks Corporation (SBUX)	0.0	$3.5M	+99%	35k	102.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$3.5M	+19%	9.6k	365.69	View chart
Bristol Myers Squibb (BMY)	0.0	$3.4M	+103%	59k	57.62	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$3.4M	+12%	19k	177.47	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.3M	+12%	35k	96.32	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.0	$3.3M	+20%	58k	57.50	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$3.3M		24k	136.31	View chart
Cloudflare Cl A Com Put Option (Principal) (NET)	0.0	$3.3M	+26%	13k	245.28	View chart
Danaher Corporation (DHR)	0.0	$3.3M	+6%	17k	190.47	View chart
Everpure Cl A Put Option (Principal) (P)	0.0	$3.3M		41k	78.79	View chart
Philip Morris International Call Option (Principal) (PM)	0.0	$3.3M	+75%	18k	180.91	View chart
Verizon Communications (VZ)	0.0	$3.2M	+38%	76k	42.34	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$3.2M		74k	43.76	View chart
Walt Disney Company (DIS)	0.0	$3.2M	+33%	33k	96.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$3.1M	+51%	14k	227.06	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$3.1M	+13%	47k	67.24	View chart
Vanguard World Energy Etf (VDE)	0.0	$3.1M	+87%	21k	150.13	View chart
Novartis Sponsored Adr (NVS)	0.0	$3.1M	+85%	20k	156.72	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$3.1M	+61%	115k	26.52	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$3.0M	+37%	5.8k	522.43	View chart
Dell Technologies CL C Call Option (Principal) (DELL)	0.0	$2.9M	+132%	6.8k	431.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.9M	+630%	37k	80.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$2.9M	+6%	19k	154.29	View chart
Anthem (ELV)	0.0	$2.9M	+181%	7.5k	386.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.9M	+30%	42k	68.41	View chart
Stryker Corporation (SYK)	0.0	$2.8M	-24%	9.0k	314.83	View chart
Honeywell International (HON)	0.0	$2.8M	NEW	13k	223.89	View chart
Myr (MYRG)	0.0	$2.8M	+211%	5.6k	500.40	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 Q2 filed July 20, 2026
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

View all past filings

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