Mission Wealth Management
$4.7B Assets Reported
748 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 2,403,123 | $471M | 10.0% |
| VUG | VANGUARD INDEX FDS | 986,756 | $431M | 9.2% |
| VB | VANGUARD INDEX FDS | 1,125,152 | $295M | 6.3% |
| AVDE | AMERICAN CENTY ETF TR | 3,407,612 | $289M | 6.2% |
| AAPL | APPLE INC | 990,565 | $251M | 5.4% |
| MSFT | MICROSOFT CORP | 473,765 | $175M | 3.7% |
| NVDA | NVIDIA CORPORATION | 921,987 | $161M | 3.4% |
| IEFA | ISHARES TR | 1,539,531 | $139M | 3.0% |
| VTI | VANGUARD INDEX FDS | 338,497 | $109M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,220,992 | $78M | 1.7% |
Track Mission Wealth Management's 13F portfolio: $4.7B in reported holdings, 748 positions. Top holdings, AUM, and quarterly changes on SentiSense.