Institutions / Mission Wealth Management, LP
Mission Wealth Management, LP
CIK 1645382 · Institution · as of Dec 31, 2025
Portfolio value
$4.91B
Positions
701
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 701 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $478.70M | 9.8% |
| Vanguard Index Fds | $459.31M | 9.4% |
| iShares Tr | $293.21M | 6.0% |
| Vanguard Index Fds | $289.85M | 5.9% |
| Apple Inc. | $254.80M | 5.2% |
| Microsoft Corp | $203.71M | 4.2% |
| NVIDIA Corp | $168.46M | 3.4% |
| American Centy ETF Tr | $119.79M | 2.4% |
| Vanguard Index Fds | $110.01M | 2.2% |
| Amazon.com Inc | $79.55M | 1.6% |
| Vanguard Tax-Managed Fds | $79.37M | 1.6% |
| iShares Tr | $72.94M | 1.5% |
| Alphabet Inc. | $68.98M | 1.4% |
| iShares Tr | $60.07M | 1.2% |
| iShares Tr | $57.27M | 1.2% |
| Tesla Inc | $54.75M | 1.1% |
| iShares MSCI UAE ETF | $50.42M | 1.0% |
| iShares Tr | $46.67M | 1.0% |
| iShares Tr | $41.06M | 0.8% |
| American Centy ETF Tr | $40.80M | 0.8% |
| Broadcom Inc. | $40.18M | 0.8% |
| Alphabet Inc. | $36.88M | 0.8% |
| Nushares ETF Tr | $36.54M | 0.7% |
| SPDR S&P 500 ETF Tr | $35.83M | 0.7% |
| WisdomTree Tr | $35.07M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.