Mission Hills Financial Advisory, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Vectors ETF Tr Bdc Inco with a value of $16.3B, Pimco ETF Tr Enhanced Sht Matu with a value of $14.1B, Pimco Corporate & Income Strategy Fund with a value of $13.3B, Pimco Dynamic Income Fund with a value of $10.1B, and Invesco Qqq Trust, Series 1 with a value of $10.1B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $144B to 161B.

Mission Hills Financial Advisory, LLC is based out at San Diego, CA

Below you can find more details about Mission Hills Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $120 Billion
Financial Services: $35.5 Billion
Technology: $5.6 Billion
Consumer Cyclical: $241 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $161 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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