Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $4.95 Billion
- Q3 2025
Mission Wealth Management, LP has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.95 Billion distributed in 704 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $491M, Vanguard Value ETF with a value of $448M, Ishares Tr with a value of $397M, Vanguard Small Cap ETF with a value of $284M, and Apple Inc. with a value of $243M.
Examining the 13F form we can see an increase of $351M in the current position value, from $4.6B to 4.95B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.95 Billion
ETFs: $3.18 Billion
Technology: $965 Million
Consumer Cyclical: $206 Million
Communication Services: $152 Million
Financial Services: $130 Million
Healthcare: $116 Million
Industrials: $83.6 Million
Consumer Defensive: $45.7 Million
Other: $74.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 704
- Current Value $4.95 Billion
- Prior Value $4.6 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 54 stocks
- Additional Purchases 214 stocks
- Sold out of 0 stocks
- Reduced holdings in 354 stocks