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 351–400 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | 6K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 2K | $500K+ | SH |
| TSCO | TRACTOR SUPPLY CO | 17K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| AOA | ISHARES TR | 9K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 5K | $500K+ | SH |
| HPQ | HP INC | 37K | $500K+ | SH |
| ABNB | AIRBNB INC | 6K | $500K+ | SH (Put) |
| MDB | MONGODB INC | 2K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 20K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| BMI | BADGER METER INC | 5K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 3K | $500K+ | SH |
| BBY | BEST BUY INC | 11K | $500K+ | SH |
| APLD | APPLIED DIGITAL CORP | 31K | $500K+ | SH |
| DVA | DAVITA INC | 7K | $500K+ | SH |
| EFV | ISHARES TR | 10K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 3K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 3K | $500K+ | SH |
| FDS | FACTSET RESH SYS INC | 3K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH (Put) |
| AZN | ASTRAZENECA PLC | 8K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 27K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| HSBC | HSBC HLDGS PLC | 9K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 13K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| GIS | GENERAL MLS INC | 15K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH (Put) |
| DFSD | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| FISV | FISERV INC | 10K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| SONY | SONY GROUP CORP | 27K | $500K+ | SH |
| CLX | CLOROX CO DEL | 7K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 41K | $500K+ | SH |
| TGT | TARGET CORP | 7K | $500K+ | SH |
| AOR | ISHARES TR | 10K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 8K | $500K+ | SH |
| GPCR | STRUCTURE THERAPEUTICS INC | 10K | $500K+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 29K | $500K+ | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 7K | $500K+ | SH |
| SNPS | SYNOPSYS INC | 1K | $500K+ | SH |