Mission Wealth Management »

Sp Funds Trust shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Sp Funds Trust (SPWO) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Sp Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Sp Funds Trust held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sp Funds Trust by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $355k 10k 34.58

More positions owned by Mission Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Small Cp Etf (VB)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation Call Option (Principal) (NVDA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Call Option (Principal) (AMZN)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Broadcom Call Option (Principal) (AVGO)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mission Wealth Management

Top funds holding Sp Funds Trust

Shariaportfolio
rebel Financial
RFG Advisory
Advocacy Wealth Management Services
Toroso Investments
TD Waterhouse Canada
Gts Securities
Jane Street
Cerro Pacific Wealth Advisors
J. M. Brown & Associates
Cetera Investment Advisers
Farther Finance Advisors
Creative Planning
Envestnet Asset Management
Strengthening Families & Communities

View all funds holding Sp Funds Trust