Mission Wealth Management
$4.8B 13F equity value
754 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 2,403,123 | $471M | 9.9% |
| VUG | VANGUARD INDEX FDS | 986,756 | $431M | 9.0% |
| VB | VANGUARD INDEX FDS | 1,125,152 | $295M | 6.2% |
| AVDE | AMERICAN CENTY ETF TR | 3,407,612 | $289M | 6.1% |
| AAPL | APPLE INC | 895,665 | $227M | 4.8% |
| MSFT | MICROSOFT CORP | 412,565 | $153M | 3.2% |
| NVDA | NVIDIA CORPORATION | 838,187 | $146M | 3.1% |
| IEFA | ISHARES TR | 1,539,531 | $139M | 2.9% |
| VTI | VANGUARD INDEX FDS | 338,497 | $109M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,220,992 | $78M | 1.6% |
Track Mission Wealth Management's 13F portfolio: $4.8B in reported holdings, 754 positions. Top holdings and quarterly changes on SentiSense.