§ 13F · FUND PROFILE
MISSION WEALTH MANAGEMENT, LP.
AUM · $8.2B (13F)Positions · 1069Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$189M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 3.11M | $678M | 8.3% | +29% |
| 2 | VUG | VANGUARD INDEX FDS | 7.54M | $649M | 7.9% | +664% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 5.15M | $459M | 5.6% | +51% |
| 4 | VB | VANGUARD INDEX FDS | 1.48M | $448M | 5.5% | +31% |
| 5 | AAPL | APPLE INC | 1.21M | $351M | 4.3% | +42% |
| 6 | NVDA | NVIDIA CORPORATION | 1.63M | $327M | 4.0% | +90% |
| 7 | MSFT | MICROSOFT CORP | 645K | $240M | 2.9% | +56% |
| 8 | VTI | VANGUARD INDEX FDS | 502K | $186M | 2.3% | +48% |
| 9 | IEFA | ISHARES TR | 1.80M | $174M | 2.1% | +17% |
| 10 | AMZN | AMAZON COM INC | 592K | $141M | 1.7% | +80% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MISSION SIGNAL
AC read
MISSION WEALTH MANAGEMENT, LP is a Other fund managing $8.2 billion in assets. The fund runs a massive portfolio of 1,069 positions.
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