Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $4.6 Billion
- Q2 2025
Mission Wealth Management, LP has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.6 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $453M, Vanguard Value ETF with a value of $411M, Ishares Tr with a value of $371M, Vanguard Small Cap ETF with a value of $256M, and Microsoft Corp with a value of $208M.
Examining the 13F form we can see an increase of $592M in the current position value, from $4.01B to 4.6B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.6 Billion
ETFs: $2.95 Billion
Technology: $866 Million
Consumer Cyclical: $185 Million
Financial Services: $139 Million
Communication Services: $134 Million
Healthcare: $120 Million
Industrials: $81.6 Million
Consumer Defensive: $49.2 Million
Other: $76.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 683
- Current Value $4.6 Billion
- Prior Value $4.01 Billion
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 46 stocks
- Additional Purchases 293 stocks
- Sold out of 0 stocks
- Reduced holdings in 266 stocks