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 51–100 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 106K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 97K | $1M+ | SH |
| IJH | ISHARES TR | 175K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 426K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 192K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 150K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 208K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 103K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 221K | $1M+ | SH |
| APPF | APPFOLIO INC | 39K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 58K | $1M+ | SH |
| ABBV | ABBVIE INC | 37K | $1M+ | SH |
| NUDM | NUSHARES ETF TR | 234K | $1M+ | SH |
| TSLA | TESLA INC | 18K | $1M+ | SH (Put) |
| VNQ | VANGUARD INDEX FDS | 93K | $1M+ | SH |
| BLK | BLACKROCK INC | 7K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 85K | $1M+ | SH |
| ESML | ISHARES TR | 169K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 105K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 170K | $1M+ | SH |
| IEMG | ISHARES INC | 115K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 50K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 76K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 124K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 49K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 39K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 46K | $1M+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 638K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 123K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 81K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 22K | $1M+ | SH |
| IWV | ISHARES TR | 16K | $1M+ | SH |
| WMT | WALMART INC | 55K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 42K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 20K | $1M+ | SH |
| AVGO | BROADCOM INC | 17K | $1M+ | SH (Put) |
| URI | UNITED RENTALS INC | 7K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| JMSI | J P MORGAN EXCHANGE TRADED F | 110K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 17K | $1M+ | SH |
| CAT | CATERPILLAR INC | 10K | $1M+ | SH |
| AFL | AFLAC INC | 49K | $1M+ | SH |
| EFA | ISHARES TR | 56K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| CSCO | CISCO SYS INC | 69K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| IYR | ISHARES TR | 55K | $1M+ | SH |