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 101–150 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 17K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 103K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 154K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 177K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 108K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 15K | $1M+ | SH |
| LOW | LOWES COS INC | 21K | $1M+ | SH |
| GLD | SPDR GOLD TR | 12K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 64K | $1M+ | SH |
| IXUS | ISHARES TR | 56K | $1M+ | SH |
| INTC | INTEL CORP | 126K | $1M+ | SH |
| IVW | ISHARES TR | 38K | $1M+ | SH |
| ACWX | ISHARES TR | 68K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 26K | $1M+ | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 97K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 9K | $1M+ | SH |
| RTX | RTX CORPORATION | 23K | $1M+ | SH |
| CMF | ISHARES TR | 74K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 40K | $1M+ | SH |
| HIFS | HINGHAM INSTN SVGS MASS | 15K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 12K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 12K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 22K | $1M+ | SH |
| ABT | ABBOTT LABS | 33K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 50K | $1M+ | SH |
| QCOM | QUALCOMM INC | 23K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 33K | $1M+ | SH |
| DWM | WISDOMTREE TR | 57K | $1M+ | SH |
| CRM | SALESFORCE INC | 15K | $1M+ | SH |
| GE | GE AEROSPACE | 13K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| IEF | ISHARES TR | 40K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 45K | $1M+ | SH |
| ETN | EATON CORP PLC | 12K | $1M+ | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 43K | $1M+ | SH |
| MUB | ISHARES TR | 35K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 19K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 17K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 16K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 109K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 132K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 137K | $1M+ | SH |
| UNP | UNION PAC CORP | 15K | $1M+ | SH |
| NUEM | NUSHARES ETF TR | 97K | $1M+ | SH |
| CB | CHUBB LIMITED | 11K | $1M+ | SH |
| AMGN | AMGEN INC | 10K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 25K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 17K | $1M+ | SH |