Mission Wealth Management, LP Incresed Positions in Q3 2025

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
78.6K
+ 3.38%
$175.51 - $186.57 $13.8M - $14.7M
2.4M $448M
VB
Vanguard Small Cap ETF

ETFs
35.3K
+ 3.26%
$237.58 - $259.17 $8.38M - $9.14M
1.12M $284M
IEFA
Ishares Tr

ETFs
102K
+ 2.3%
$81.7 - $87.53 $8.36M - $8.96M
4.55M $397M
VTI
Vanguard Total Stock Market Et

ETFs
19.5K
+ 5.94%
$303.93 - $329.86 $5.92M - $6.42M
347K $114M
ORCL
Oracle Corp

Technology
25.8K
+ 53.11%
$218.96 - $328.33 $5.66M - $8.48M
74.5K $20.9M
GOOGL
Alphabet Inc.

Communication Services
342
+ 0.3%
$174.36 - $254.72 $59.6K - $87.1K
114K $27.8M
AVGO
Broadcom Inc.

Technology
2.92K
+ 2.45%
$264.74 - $369.57 $774K - $1.08M
122K $40.3M
AVEM
American Centy ETF Tr Avantis

ETFs
7.63K
+ 1.43%
$68.33 - $75.41 $521K - $575K
540K $40.5M
APPF
Appfolio Inc

Technology
7.04K
+ 16.7%
$229.81 - $321.25 $1.62M - $2.26M
49.2K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.23K
+ 6.55%
$546.99 - $602.2 $1.22M - $1.34M
36.2K $21.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
35.5K
+ 7.03%
$36.04 - $38.78 $1.28M - $1.37M
540K $20.8M
DFIV
Dimensional ETF Tr

ETFs
44.6K
+ 31.52%
$42.66 - $46.53 $1.9M - $2.07M
186K $8.58M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
385
+ 0.17%
$134.94 - $145.86 $52K - $56.2K
230K $33.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.77K
+ 1.39%
$87.05 - $93.19 $502K - $538K
422K $39.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
71.5K
+ 159.43%
$23.82 - $25.84 $1.7M - $1.85M
116K $2.99M
USRT
Ishares Core U.S. Reit ETF

ETFs
12.3K
+ 2.39%
$55.64 - $59.37 $682K - $728K
525K $30.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.37K
+ 1.08%
$41.91 - $44.87 $267K - $286K
599K $26.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.5K
+ 47.13%
$72.65 - $78.68 $1.27M - $1.38M
54.6K $4.28M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
17K
+ 10.85%
$41.34 - $45.65 $703K - $777K
174K $7.83M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.4K
+ 3.11%
$72.04 - $77.35 $461K - $495K
212K $16.3M
WDAY
Workday, Inc.

Technology
5.44K
+ 92.07%
$213.69 - $247.69 $1.16M - $1.35M
11.3K $2.73M
CVX
Chevron Corp

Energy
3.54K
+ 6.35%
$145.57 - $161.83 $516K - $573K
59.3K $9.21M
CGDV
Capital Group Divid Value ETF

ETFs
10.2K
+ 4.43%
$39.59 - $42.21 $403K - $430K
240K $10.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
27.2K
+ 374.1%
$33.13 - $36.31 $901K - $987K
34.5K $1.25M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.1K
+ 137.52%
$48.5 - $50.19 $735K - $760K
26.2K $1.31M
NUDM
Nuveen Esg International Devel

ETFs
8.39K
+ 3.99%
$34.72 - $37.63 $291K - $316K
219K $8.22M
KLAC
Kla Corp

Technology
551
+ 69.66%
$843.9 - $1078.6 $465K - $594K
1.34K $1.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.28K
+ 4.59%
$132.9 - $142.03 $302K - $323K
51.9K $7.31M
XLK
Technology Sector Spdr

ETFs
331
+ 1.58%
$250.97 - $282.66 $83.1K - $93.6K
21.3K $6.01M
NOC
Northrop Grumman Corp

Industrials
23
+ 0.38%
$498.9 - $609.32 $11.5K - $14K
6.06K $3.69M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.71K
+ 1.28%
$53.36 - $59.69 $91K - $102K
135K $7.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.2K
+ 78.66%
$26.38 - $27.95 $613K - $649K
52.8K $1.44M
LOW
Lowes Companies Inc

Consumer Cyclical
224
+ 1.1%
$215.01 - $273.02 $48.2K - $61.2K
20.6K $5.18M
AOA
Ishares Tr Core Aggressive All

ETFs
7.09K
+ 163.83%
$82.71 - $88.14 $586K - $625K
11.4K $1.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
284
+ 2.71%
$224.68 - $282.71 $63.8K - $80.3K
10.8K $3.01M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
137
+ 0.09%
$64.58 - $69.94 $8.85K - $9.58K
151K $10.5M
GS
Goldman Sachs Group Inc

Financial Services
110
+ 2.08%
$696.56 - $806.32 $76.6K - $88.7K
5.4K $4.3M
XOM
Exxon Mobil Corp

Energy
662
+ 0.69%
$105.83 - $117.22 $70.1K - $77.6K
96.1K $10.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.9K
+ 1.55%
$62.09 - $66.51 $118K - $126K
124K $8.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
148
+ 0.08%
$25.29 - $28.33 $3.74K - $4.19K
192K $5.37M
GLW
Corning Inc

Technology
970
+ 6.75%
$51.6 - $82.03 $50.1K - $79.6K
15.4K $1.26M
SCHC
Schwab Strategic Tr Intl Small

ETFs
157
+ 0.09%
$42.28 - $45.71 $6.64K - $7.18K
169K $7.71M
CATH
Global X Fds Global X S&P 500

ETFs
5.49K
+ 68.58%
$75.38 - $81.32 $414K - $447K
13.5K $1.09M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.28K
+ 56.64%
$56.32 - $68.81 $297K - $363K
14.6K $1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.41K
+ 0.67%
$41.5 - $43.83 $58.4K - $61.7K
212K $9.3M
DHR
Danaher Corp

Healthcare
2.11K
+ 16.44%
$181.46 - $212.2 $383K - $448K
14.9K $2.96M
ASML
Asml Holding Nv

Technology
23
+ 0.96%
$689.63 - $968.09 $15.9K - $22.3K
2.42K $2.34M
QCOM
Qualcomm Inc

Technology
1.49K
+ 6.59%
$145.84 - $173.55 $218K - $259K
24.2K $4.02M
FITB
Fifth Third Bancorp

Financial Services
732
+ 0.68%
$40.91 - $46.28 $29.9K - $33.9K
108K $4.82M
Activity Summary
Buys All Purchases 268 New Holdings 54 Increased Positions 214 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 1 Puts 23
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