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 501–550 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 16K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 8K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $100K–$500K | SH |
| IQDG | WISDOMTREE TR | 10K | $100K–$500K | SH |
| REVG | REV GROUP INC | 7K | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH (Put) |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| HEFA | ISHARES TR | 10K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 10K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 4K | $100K–$500K | SH |
| POOL | POOL CORP | 2K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 2K | $100K–$500K | SH |
| GLL | PROSHARES TR II | 15K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 115 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 4K | $100K–$500K | SH |
| GSK | GSK PLC | 8K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 2K | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 3K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 3K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| FAST | FASTENAL CO | 9K | $100K–$500K | SH |
| GIB | CGI INC | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 35K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 3K | $100K–$500K | SH |
| CZA | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SNY | SANOFI SA | 7K | $100K–$500K | SH |