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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, AAPL, AVDE, MSFT, and represent 32.40% of Mission Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XOM (+$15M), APPF (+$5.6M), VTEC (+$5.1M), VTEB, BSV, DCOR, SPUS, DFSV, MAR, APH.
Started 16 new stock positions in MSTR, OKE, GDXJ, OKTA, XOM, VTEC, DUHP, DFAR, COPX, DCOR. CLOU, Ea Series Trust, LION, IDEV, STRK, DFSV.
Reduced shares in these 10 stocks: NVDA (-$169M), VTV (-$163M), VUG (-$160M), AVDE (-$117M), AAPL (-$114M), VB (-$106M), MSFT (-$62M), IEFA (-$55M), USFR (-$54M), AMZN (-$37M).
Sold out of its positions in OUSM, SGOL, AYI, SAMT, AMG, AA, ARE, BABA, ATI, LNT.
Mission Wealth Management was a net seller of stock by $-2.0B.
Mission Wealth Management has $6.3B in assets under management (AUM), dropping by -22.76%.
Central Index Key (CIK): 0001645382

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 757 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Mission Wealth Management has 757 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mission Wealth Management Sept. 30, 2026 positions
Download the Mission Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	8.2	$520M	-23%	5.8M	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	8.1	$509M	-24%	2.4M	216.08	View chart
Apple (AAPL)	5.6	$354M	-24%	1.1M	333.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.5	$347M	-25%	3.8M	90.11	View chart
Microsoft Corporation Put Option (MSFT)	5.0	$318M	-16%	620k	512.90	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	5.0	$315M	-25%	1.1M	284.49	View chart
NVIDIA Corporation Put Option (NVDA)	3.7	$231M	-42%	1.0M	228.38	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.8	$174M	-7%	464k	374.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$120M	-31%	1.2M	96.88	View chart
Amazon Put Option (AMZN)	1.8	$111M	-25%	447k	249.15	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.5	$96M	-21%	1.7M	55.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$80M	-17%	585k	136.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$79M	-15%	1.1M	70.61	View chart
Broadcom (AVGO)	1.2	$78M	-25%	222k	351.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$69M	-23%	548k	125.26	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$65M	-33%	192k	340.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$64M	-29%	187k	344.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$64M	-2%	385k	166.28	View chart
Ishares Tr Esg Optimized (SUSA)	1.0	$63M	-7%	403k	155.68	View chart
Applied Materials (AMAT)	0.9	$59M	-6%	115k	511.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$53M	-21%	567k	94.02	View chart
Tesla Motors (TSLA)	0.8	$53M	-15%	150k	354.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$51M	-22%	205k	247.93	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$46M	-9%	446k	103.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$43M	-22%	56k	762.63	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.7	$42M	-3%	939k	44.45	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$40M	-57%	801k	50.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$39M		710k	55.00	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$39M	-9%	797k	48.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$37M	-4%	222k	166.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$35M	-17%	834k	41.43	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$31M	-20%	504k	61.58	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$31M	-8%	568k	54.16	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.5	$31M	-12%	369k	83.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$31M	-10%	131k	233.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$28M	-19%	38k	739.77	View chart
Eli Lilly & Co. Put Option (LLY)	0.4	$26M	-15%	23k	1157.08	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$26M	+2%	522k	48.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$25M	-17%	33k	765.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$25M	-5%	60k	416.13	View chart
Meta Platforms Cl A (META)	0.4	$25M	-45%	34k	725.18	View chart
Dimensional Etf Trust Us Targeted Vlu	0.4	$25M		371k	66.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$24M	-20%	618k	39.31	View chart
Johnson & Johnson (JNJ)	0.4	$24M	-9%	90k	264.74	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$23M	-16%	436k	52.36	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$23M	-8%	270k	84.42	View chart
Costco Wholesale Corporation (COST)	0.4	$23M	-27%	25k	910.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$22M	-30%	606k	35.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$22M	-40%	66k	330.83	View chart
Dimensional Etf Trust Us Small Cap Etf	0.3	$21M	-8%	276k	77.42	View chart
Visa Com Cl A (V)	0.3	$21M	-28%	58k	359.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$21M	-8%	346k	59.31	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$21M	-8%	230k	89.10	View chart
Caterpillar (CAT)	0.3	$20M	-24%	24k	810.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$19M	-12%	260k	71.95	View chart
Advanced Micro Devices (AMD)	0.3	$19M	-38%	30k	611.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$18M	-5%	349k	50.37	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$18M	-8%	370k	47.43	View chart
Wal-Mart Stores (WMT)	0.3	$18M	-21%	168k	103.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$17M	-16%	619k	27.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$16M	-45%	23k	700.87	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$15M	NEW	95k	162.75	View chart
Intel Corporation (INTC)	0.2	$15M	-16%	121k	120.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$14M	-5%	218k	65.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$14M		89k	155.20	View chart
Boeing Company (BA)	0.2	$13M	-10%	72k	186.05	View chart
Intuitive Surgical Com New (ISRG)	0.2	$13M	-15%	33k	406.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$13M	-25%	50k	264.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$13M	-27%	403k	32.53	View chart
Abbvie (ABBV)	0.2	$13M	-28%	50k	261.59	View chart
Micron Technology (MU)	0.2	$13M	-45%	12k	1065.11	View chart
Deere & Company (DE)	0.2	$13M	-8%	19k	671.54	View chart
Chevron Corporation (CVX)	0.2	$12M	-32%	61k	204.21	View chart
Oracle Corporation (ORCL)	0.2	$12M	-24%	89k	137.30	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$12M	-21%	94k	128.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$12M	-13%	19k	608.99	View chart
Lam Research Corp Com New (LRCX)	0.2	$12M	-61%	36k	328.51	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$11M	-20%	99k	113.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$11M	-3%	202k	55.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$11M	+26%	146k	76.40	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$11M	-16%	206k	52.65	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$11M	-20%	134k	81.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$11M	+13%	149k	72.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$11M	-26%	85k	125.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$11M	-22%	23k	456.19	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$11M	-5%	144k	73.62	View chart
Netflix (NFLX)	0.2	$11M	-29%	151k	69.58	View chart
Procter & Gamble Company (PG)	0.2	$11M	-13%	72k	145.28	View chart
Blackrock (BLK)	0.2	$10M	-31%	9.7k	1058.28	View chart
AFLAC Incorporated Put Option (AFL)	0.2	$10M	-5%	91k	111.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$9.9M	-12%	98k	101.13	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$9.7M	-18%	245k	39.71	View chart
Amgen (AMGN)	0.2	$9.6M	-10%	23k	421.51	View chart
Home Depot (HD)	0.1	$9.5M	-21%	33k	284.49	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$9.2M		244k	37.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$9.1M	-8%	47k	195.75	View chart
Kla Corp Com New (KLAC)	0.1	$8.9M	-16%	46k	194.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$8.8M	-63%	292k	30.00	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$8.7M	-3%	168k	52.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.7M	+12%	16k	551.48	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.7M	-23%	31k	280.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$8.6M	-6%	104k	82.97	View chart
Appfolio Com Cl A (APPF)	0.1	$8.4M	+199%	42k	200.52	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.4M	-12%	104k	81.16	View chart
Palo Alto Networks (PANW)	0.1	$8.1M	-34%	21k	397.32	View chart
Cisco Systems (CSCO)	0.1	$7.8M	-34%	73k	107.63	View chart
Bank of America Corporation (BAC)	0.1	$7.8M	-23%	143k	54.43	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$7.7M	-4%	87k	88.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.7M	-9%	11k	675.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$7.7M	-9%	85k	89.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$7.6M	-12%	153k	49.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$7.5M	-3%	201k	37.02	View chart
United Rentals (URI)	0.1	$7.4M	-37%	7.3k	1000.77	View chart
Merck & Co (MRK)	0.1	$7.3M	-30%	51k	145.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$7.2M	-2%	182k	39.72	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$7.1M	-23%	66k	108.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$6.8M	-10%	53k	128.10	View chart
Automatic Data Processing (ADP)	0.1	$6.8M	-28%	26k	258.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$6.7M		16k	431.67	View chart
Coca-Cola Company (KO)	0.1	$6.7M	-15%	77k	86.08	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$6.6M	+26%	114k	57.98	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$6.6M	-9%	45k	146.48	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.5M	-25%	35k	185.65	View chart
Marriott Intl Cl A Put Option (MAR)	0.1	$6.5M	+31%	18k	355.67	View chart
Wells Fargo & Company (WFC)	0.1	$6.5M	-21%	81k	80.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$6.3M	+19%	111k	56.22	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$6.1M	-3%	17k	351.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M	-52%	8.00	747005.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$5.9M	-7%	126k	47.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.6M	-4%	59k	94.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.6M	-23%	54k	103.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.5M	-26%	167k	32.63	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$5.3M		70k	75.62	View chart
Everpure Cl A Put Option (P)	0.1	$5.3M		41k	130.78	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.1	$5.3M	+52%	89k	59.54	View chart
McDonald's Corporation (MCD)	0.1	$5.2M	-12%	23k	230.94	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$5.2M	-14%	80k	65.16	View chart
Chubb (CB)	0.1	$5.2M	-27%	16k	325.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$5.1M	-24%	5.5k	922.33	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$5.1M	NEW	54k	94.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.0M	+4%	82k	61.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$5.0M	-25%	35k	142.26	View chart
Western Digital (WDC)	0.1	$5.0M	-33%	11k	454.48	View chart
Trane Technologies SHS (TT)	0.1	$5.0M	-16%	11k	451.99	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$4.9M	+16%	122k	40.12	View chart
Pepsi (PEP)	0.1	$4.9M	-31%	38k	126.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.9M	-29%	13k	380.83	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$4.8M	-10%	114k	42.40	View chart
Sherwin-Williams Company (SHW)	0.1	$4.8M	-17%	15k	323.28	View chart
Goldman Sachs (GS)	0.1	$4.8M	-46%	5.3k	900.32	View chart
International Business Machines (IBM)	0.1	$4.7M	-31%	22k	219.94	View chart
Keysight Technologies (KEYS)	0.1	$4.7M	-32%	13k	364.05	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$4.7M	-11%	440k	10.62	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.1	$4.7M	-9%	99k	47.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.6M	-33%	66k	70.15	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$4.6M	-14%	104k	44.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$4.6M	-29%	146k	31.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.6M	+263%	97k	47.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.6M	-42%	24k	187.05	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$4.4M	-18%	16k	285.45	View chart
Texas Pacific Land Corp (TPL)	0.1	$4.4M		14k	325.84	View chart
Constellation Energy (CEG)	0.1	$4.4M	-11%	17k	254.02	View chart
Ge Aerospace Com New (GE)	0.1	$4.4M	-47%	14k	312.29	View chart
Akamai Technologies (AKAM)	0.1	$4.3M	-4%	41k	106.35	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.3M	+13%	165k	26.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$4.3M	-7%	45k	95.04	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$4.3M		168k	25.59	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.3M	+12%	172k	24.98	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$4.3M	-6%	46k	92.65	View chart
UnitedHealth (UNH)	0.1	$4.3M	-38%	12k	367.10	View chart
Eaton Corp SHS (ETN)	0.1	$4.2M	-11%	9.7k	429.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.2M	-58%	49k	84.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.2M	-73%	142k	29.31	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.1M	-21%	2.3k	1811.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.1M	-14%	15k	277.89	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$4.0M	-18%	18k	231.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.0M	-7%	27k	152.07	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$4.0M	-4%	54k	73.64	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$4.0M	-39%	29k	135.53	View chart
General Dynamics Corporation (GD)	0.1	$3.9M	-25%	12k	331.83	View chart
Lowe's Companies (LOW)	0.1	$3.9M	-11%	21k	184.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$3.9M	-5%	19k	210.53	View chart
Agilent Technologies Inc C ommon (A)	0.1	$3.8M	-21%	22k	172.31	View chart
Arista Networks Com Shs (ANET)	0.1	$3.8M	-21%	19k	203.58	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$3.8M	-9%	31k	123.08	View chart
Travelers Companies (TRV)	0.1	$3.8M	-13%	11k	356.52	View chart
Hewlett Packard Enterprise (HPE)	0.1	$3.7M	-53%	58k	63.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.7M	-13%	7.0k	522.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.7M	-18%	101k	36.45	View chart
Abbott Laboratories (ABT)	0.1	$3.6M	-25%	36k	98.83	View chart
Servicenow Put Option (NOW)	0.1	$3.5M	-29%	26k	134.01	View chart
Amphenol Corp Cl A (APH)	0.1	$3.5M	+66%	42k	84.30	View chart
Edwards Lifesciences (EW)	0.1	$3.5M	-3%	40k	86.32	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$3.5M	-11%	81k	42.59	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M	-33%	13k	272.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$3.4M	+16%	135k	25.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.4M	-25%	15k	222.24	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$3.4M	-18%	63k	53.40	View chart
American Express Company (AXP)	0.1	$3.3M	-26%	11k	304.09	View chart
Ge Vernova (GEV)	0.1	$3.3M	-53%	3.5k	950.42	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$3.3M	-10%	35k	93.08	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.2M	-5%	6.7k	483.47	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$3.2M	-5%	70k	45.57	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$3.2M	+72%	21k	150.86	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$3.1M	-3%	9.3k	337.83	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$3.1M	-5%	43k	72.64	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.0	$3.1M	+14%	42k	74.81	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.1M	-9%	72k	42.52	View chart
American Tower Reit (AMT)	0.0	$3.0M	-32%	18k	163.69	View chart
Sandisk Corp (SNDK)	0.0	$2.9M	-29%	1.7k	1740.38	View chart
Qualcomm (QCOM)	0.0	$2.9M	-24%	16k	184.04	View chart
FedEx Corporation (FDX)	0.0	$2.9M	-21%	10k	285.09	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$2.9M	-14%	30k	97.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.9M	-15%	87k	33.31	View chart
Danaher Corporation (DHR)	0.0	$2.9M	-24%	13k	221.55	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.8M	-28%	52k	54.12	View chart
Vanguard World Energy Etf (VDE)	0.0	$2.8M	-20%	16k	172.16	View chart
Walt Disney Company (DIS)	0.0	$2.8M	-18%	27k	104.90	View chart
Verizon Communications (VZ)	0.0	$2.8M	-20%	61k	45.87	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.7M	-39%	5.4k	509.22	View chart
Cummins (CMI)	0.0	$2.7M	-16%	5.3k	516.61	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$2.7M	-6%	43k	63.13	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$2.7M	-29%	84k	32.28	View chart
Public Service Enterprise (PEG)	0.0	$2.7M	+26%	40k	67.34	View chart
Phillips 66 (PSX)	0.0	$2.7M	-31%	10k	255.31	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$2.6M		24k	108.89	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$2.6M	-11%	17k	155.25	View chart
Cloudflare Cl A Com (NET)	0.0	$2.6M	-44%	7.4k	347.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.5M	-11%	37k	66.79	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$2.5M	-16%	4.8k	508.53	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$2.5M	-34%	52k	47.17	View chart
salesforce (CRM)	0.0	$2.4M	-39%	11k	229.56	View chart
Novartis Sponsored Adr (NVS)	0.0	$2.4M	-13%	17k	142.57	View chart
Altria (MO)	0.0	$2.4M	-29%	36k	67.34	View chart
Corning Incorporated (GLW)	0.0	$2.4M	-11%	16k	153.76	View chart
Anthem (ELV)	0.0	$2.3M	-20%	6.0k	388.80	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$2.3M		20k	115.81	View chart
Teradyne (TER)	0.0	$2.3M	-24%	5.7k	400.89	View chart
Shell Spon Ads (SHEL)	0.0	$2.3M	-21%	24k	95.05	View chart
Nextera Energy (NEE)	0.0	$2.3M	-32%	30k	75.74	View chart
Analog Devices (ADI)	0.0	$2.3M	-11%	5.7k	396.74	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.3M	-57%	23k	101.10	View chart
Vanguard World Health Car Etf (VHT)	0.0	$2.2M	-21%	6.9k	316.07	View chart
Becton, Dickinson and (BDX)	0.0	$2.1M	-8%	12k	179.01	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$2.1M	-14%	93k	22.88	View chart
Sempra Energy (SRE)	0.0	$2.1M	-65%	27k	77.96	View chart
Starbucks Corporation (SBUX)	0.0	$2.1M	-35%	22k	93.96	View chart
Allstate Corporation (ALL)	0.0	$2.1M	-5%	9.5k	221.85	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.1M	+19%	49k	43.29	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR)	0.0	$2.1M	NEW	25k	82.66	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 Q3 filed Oct. 15, 2026
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

View all past filings

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