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Manager Directed Portfolios shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 764k 11.11
2024-06-30 $7.6M 786k 9.67
2024-03-31 $8.1M 827k 9.80
2023-12-31 $8.3M 830k 9.96

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Prime Capital Investment Advisors
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios