MISSION WEALTH MANAGEMENT, LP
CIK 0001645382 · SANTA BARBARA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.18B
2026 Q2
Positions
1,069
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTV
VANGUARD INDEX FDS
8.3%
VUG
VANGUARD INDEX FDS
7.9%
AVDE
AMERICAN CENTY ETF TR
5.6%
VB
VANGUARD INDEX FDS
5.5%
AAPL
APPLE INC
4.3%
NVDA
NVIDIA CORPORATION
4.0%
MSFT
MICROSOFT CORP
2.9%
VTI
VANGUARD INDEX FDS
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.