Mission Wealth Management
$8.0B 13F equity value
1,034 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mission Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 3,111,513 | $678M | 8.5% |
| VUG | VANGUARD INDEX FDS | 7,536,277 | $649M | 8.1% |
| AVDE | AMERICAN CENTY ETF TR | 5,149,175 | $459M | 5.7% |
| VB | VANGUARD INDEX FDS | 1,478,793 | $448M | 5.6% |
| AAPL | APPLE INC | 1,211,951 | $351M | 4.4% |
| NVDA | NVIDIA CORPORATION | 1,633,087 | $327M | 4.1% |
| MSFT | MICROSOFT CORP | 644,605 | $240M | 3.0% |
| VTI | VANGUARD INDEX FDS | 502,084 | $186M | 2.3% |
| IEFA | ISHARES TR | 1,800,023 | $174M | 2.2% |
| AMZN | AMAZON COM INC | 592,268 | $141M | 1.8% |
Track Mission Wealth Management's 13F portfolio: $8.0B in reported holdings, 1,034 positions. Top holdings and quarterly changes on SentiSense.
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