§ 13F · FUND PROFILE
MISSION WEALTH MANAGEMENT, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4676.3T (13F)Positions · 683Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$148.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 981K | $478.7T | 9.5% | −4% |
| 2 | VTV | VANGUARD INDEX FDS | 2.40M | $459.3T | 9.2% | ±0% |
| 3 | IEFA | ISHARES TR | 3.28M | $293.2T | 5.8% | −28% |
| 4 | VB | VANGUARD INDEX FDS | 1.12M | $289.8T | 5.8% | +1% |
| 5 | AAPL | APPLE INC | 937K | $254.8T | 5.1% | +435% |
| 6 | MSFT | MICROSOFT CORP | 421K | $203.7T | 4.1% | +410% |
| 7 | NVDA | NVIDIA CORPORATION | 903K | $168.5T | 3.4% | −3% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 1.46M | $119.8T | 2.4% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 328K | $110.0T | 2.2% | −6% |
| 10 | AMZN | AMAZON COM INC | 345K | $79.6T | 1.6% | −3% |
§ 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 $4676283.3 trillion in assets. The fund runs a broad portfolio of 683 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed