CIK 1645382
MISSION WEALTH MANAGEMENT, LP
Institutional 13F holdings & portfolio
Holdings
702
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 981K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 2.4M | $1M+ | SH |
| IEFA | ISHARES TR | 3.3M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 1.1M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 421K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.5M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 328K | $1M+ | SH |
| AMZN | AMAZON COM INC | 345K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.3M | $1M+ | SH |
| IJR | ISHARES TR | 607K | $1M+ | SH |
| IWF | ISHARES TR | 127K | $1M+ | SH |
| SUSA | ISHARES TR | 411K | $1M+ | SH |
| ITOT | ISHARES TR | 339K | $1M+ | SH |
| IWD | ISHARES TR | 222K | $1M+ | SH |
| ESGD | ISHARES TR | 432K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 530K | $1M+ | SH |
| NUSC | NUSHARES ETF TR | 818K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 53K | $1M+ | SH |
| USFR | WISDOMTREE TR | 697K | $1M+ | SH |
| ESGU | ISHARES TR | 225K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 719K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 879K | $1M+ | SH |
| USRT | ISHARES TR | 528K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 689K | $1M+ | SH |
| ESGE | ISHARES INC | 600K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 773K | $1M+ | SH |
| IVV | ISHARES TR | 37K | $1M+ | SH |
| IWB | ISHARES TR | 64K | $1M+ | SH |
| AAPL | APPLE INC | 84K | $1M+ | SH (Put) |
| JPM | JPMORGAN CHASE & CO. | 67K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 35K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 297K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 442K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 460K | $1M+ | SH |
| ARKK | ARK ETF TR | 257K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 357K | $1M+ | SH |
| NFLX | NETFLIX INC | 196K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 413K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 759K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 32K | $1M+ | SH |
| SCZ | ISHARES TR | 224K | $1M+ | SH |
| V | VISA INC | 47K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 82K | $1M+ | SH (Put) |
| VIG | VANGUARD SPECIALIZED FUNDS | 64K | $1M+ | SH |
| HD | HOME DEPOT INC | 41K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 357K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 65K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 52K | $1M+ | SH |
| ORCL | ORACLE CORP | 67K | $1M+ | SH |