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 201–250 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 9K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 25K | $1M+ | SH |
| IMTM | ISHARES TR | 39K | $1M+ | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| ADSK | AUTODESK INC | 6K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 4K | $1M+ | SH |
| NOW | SERVICENOW INC | 12K | $1M+ | SH (Put) |
| ALL | ALLSTATE CORP | 9K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 15K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 19K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 55K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| AGG | ISHARES TR | 18K | $1M+ | SH |
| AGX | ARGAN INC | 6K | $1M+ | SH |
| NET | CLOUDFLARE INC | 9K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 15K | $1M+ | SH |
| ECL | ECOLAB INC | 6K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 21K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 69K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 16K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| TJX | TJX COS INC NEW | 10K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 66K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 4K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SHEL | SHELL PLC | 22K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 29K | $1M+ | SH |
| XYL | XYLEM INC | 12K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 8K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 13K | $1M+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 10K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 47K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| DGRO | ISHARES TR | 22K | $1M+ | SH |
| NVS | NOVARTIS AG | 11K | $1M+ | SH |
| DOV | DOVER CORP | 8K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| IOT | SAMSARA INC | 42K | $1M+ | SH |
| IWP | ISHARES TR | 11K | $1M+ | SH |
| ZS | ZSCALER INC | 7K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 20K | $1M+ | SH |
| NDAQ | NASDAQ INC | 15K | $1M+ | SH |