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 301–350 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WAT | WATERS CORP | 3K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 29K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 9K | $1M+ | SH |
| IGIB | ISHARES TR | 20K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 21K | $1M+ | SH |
| CRH | CRH PLC | 8K | $1M+ | SH |
| CSX | CSX CORP | 29K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 622 | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 9K | $1M+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 54K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 32K | $1M+ | SH |
| WWD | WOODWARD INC | 3K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 6K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 14K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 16K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 461 | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 7K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 19K | $500K+ | SH |
| EA | ELECTRONIC ARTS INC | 5K | $500K+ | SH |
| CME | CME GROUP INC | 4K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 11K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 32K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH (Put) |
| USMV | ISHARES TR | 10K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| IYW | ISHARES TR | 5K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 18K | $500K+ | SH |
| ORA | ORMAT TECHNOLOGIES INC | 8K | $500K+ | SH |
| ALLE | ALLEGION PLC | 6K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 20K | $500K+ | SH |
| SAP | SAP SE | 4K | $500K+ | SH |
| EMXC | ISHARES INC | 12K | $500K+ | SH |
| BP | BP PLC | 25K | $500K+ | SH |
| OEF | ISHARES TR | 3K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 9K | $500K+ | SH |
| IJJ | ISHARES TR | 7K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 13K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH (Put) |
| META | META PLATFORMS INC | 1K | $500K+ | SH (Put) |
| PCY | INVESCO EXCH TRADED FD TR II | 39K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 4K | $500K+ | SH |
| IWO | ISHARES TR | 3K | $500K+ | SH |
| CTVA | CORTEVA INC | 13K | $500K+ | SH |
| RELX | RELX PLC | 21K | $500K+ | SH |
| COHR | COHERENT CORP | 5K | $500K+ | SH |