MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH MANAGEMENT, LP reported 1,069 positions worth $8.18B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VTV (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $678.1M | 8.29% | 3,111,513 | — | — | |
| ▸ 2 | VUG | SH | $649.2M | 7.94% | 7,536,277 | — | — | |
| ▸ 3 | AVDE | SH | $459.3M | 5.61% | 5,149,175 | — | — | |
| ▸ 4 | VB | SH | $448.3M | 5.48% | 1,478,793 | — | — | |
| ▸ 5 | AAPL | SH | $350.7M | 4.29% | 1,211,951 | — | — | |
| ▸ 6 | NVDA | SH | $326.8M | 3.99% | 1,633,087 | — | — | |
| ▸ 7 | MSFT | SH | $240.5M | 2.94% | 644,605 | — | — | |
| ▸ 8 | VTI | SH | $185.8M | 2.27% | 502,084 | — | — | |
| ▸ 9 | IEFA | SH | $173.8M | 2.13% | 1,800,023 | — | — | |
| ▸ 10 | AMZN | SH | $141.2M | 1.73% | 592,268 | — | — |
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Frequently Asked Questions
What stocks does MISSION WEALTH MANAGEMENT, LP hold as of Q2 2026?
MISSION WEALTH MANAGEMENT, LP reported 1069 positions worth $8.18B in its Q2 2026 13F filing. Largest positions: VTV (8.3%), VUG (7.9%), AVDE (5.6%), VB (5.5%) and AAPL (4.3%).
What did MISSION WEALTH MANAGEMENT, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MISSION WEALTH MANAGEMENT, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.