What is MISSION WEALTH MANAGEMENT, LP's portfolio value?

As of Q4 2025, MISSION WEALTH MANAGEMENT, LP manages $4.5B across 702 reported positions in their SEC 13F filing.

What are MISSION WEALTH MANAGEMENT, LP's top holdings?

MISSION WEALTH MANAGEMENT, LP's largest 13F positions include VUG, VTV, AQLT, representing approximately 27.5% of the reported portfolio.

How many stocks does MISSION WEALTH MANAGEMENT, LP hold?

MISSION WEALTH MANAGEMENT, LP holds 702 reported positions as of their Q4 2025 13F filing.

When did MISSION WEALTH MANAGEMENT, LP last file a 13F?

The most recent 13F filing from MISSION WEALTH MANAGEMENT, LP reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

MISSION WEALTH MANAGEMENT, LP

CIK: 0001645382SEC EDGAR →

Portfolio Value

$4.5B

Holdings

702

As of

Q4 2025

New Positions

702

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VUG VANGUARD INDEX FDS	981,225	$478.0M	10.70%
2	VTV VANGUARD INDEX FDS	2,404,910	$459.0M	10.27%
3	AQLT ISHARES TR	3,277,563	$293.0M	6.56%
4	VB VANGUARD INDEX FDS	1,123,663	$289.0M	6.47%
5	AAPLPut APPLE INC	1,021,340	$276.0M	6.18%
6	MSFTPut MICROSOFT CORP	479,424	$231.0M	5.17%
7	NVDAPut NVIDIA CORPORATION	985,044	$183.0M	4.09%
8	AVDE AMERICAN CENTY ETF TR	1,455,229	$119.0M	2.66%
9	VTI VANGUARD INDEX FDS	328,132	$110.0M	2.46%
10	AMZNPut AMAZON COM INC	348,641	$79.0M	1.77%

Quarterly Changes

Top Buys

VUGNEW

$478.0M

VTVNEW

$459.0M

AQLTNEW

$293.0M

VBNEW

$289.0M

AAPLNEW

$276.0M

Top Sells

No sells this quarter

New Positions (702)

VUG

$478.0M · 981K shares

VTV

$459.0M · 2.4M shares

AQLT

$293.0M · 3.3M shares

$289.0M · 1.1M shares

AAPL

$276.0M · 1.0M shares

MSFT

$231.0M · 479K shares

NVDA

$183.0M · 985K shares

AVDE

$119.0M · 1.5M shares

VTI

$110.0M · 328K shares

$79.0M · 349K shares

$79.0M · 1.3M shares

$72.0M · 607K shares

$68.0M · 223K shares

$62.0M · 140K shares

$60.0M · 127K shares

$57.0M · 411K shares

$50.0M · 339K shares

$46.0M · 222K shares

$45.0M · 133K shares

$41.0M · 432K shares

$40.0M · 530K shares

$36.0M · 119K shares

$36.0M · 818K shares

$35.0M · 697K shares

$33.0M · 225K shares

$33.0M · 719K shares

$33.0M · 879K shares

$30.0M · 528K shares

$27.0M · 689K shares

$26.0M · 600K shares

$25.0M · 773K shares

$23.0M · 64K shares

$21.0M · 67K shares

$20.0M · 460K shares

$20.0M · 297K shares

$20.0M · 442K shares

$19.0M · 257K shares

$19.0M · 357K shares

$18.0M · 759K shares

$18.0M · 196K shares

$18.0M · 413K shares

$17.0M · 224K shares

$16.0M · 47K shares

$15.0M · 78K shares

$14.0M · 64K shares

$13.0M · 382K shares

$13.0M · 70K shares

$13.0M · 42K shares

$13.0M · 52K shares

$12.0M · 106K shares

$11.0M · 426K shares

$11.0M · 192K shares

$11.0M · 97K shares

$11.0M · 175K shares

$10.0M · 103K shares

$10.0M · 150K shares

$10.0M · 208K shares

$9.0M · 39K shares

$9.0M · 221K shares

$8.0M · 234K shares

$8.0M · 37K shares

$8.0M · 58K shares

$8.0M · 93K shares

$7.0M · 50K shares

$7.0M · 170K shares

$7.0M · 76K shares

$7.0M · 85K shares

$7.0M · 105K shares

$7.0M · 115K shares

$7.0M · 169K shares

$6.0M · 42K shares

$6.0M · 22K shares

$6.0M · 31K shares

$6.0M · 16K shares

$6.0M · 123K shares

$6.0M · 81K shares

$6.0M · 55K shares

$6.0M · 638K shares

$6.0M · 85K shares

$6.0M · 49K shares

$6.0M · 124K shares

$6.0M · 39K shares

$6.0M · 46K shares

$5.0M · 154K shares

$5.0M · 110K shares

$5.0M · 56K shares

$5.0M · 17K shares

$5.0M · 103K shares

$5.0M · 18K shares

$5.0M · 69K shares

$5.0M · 20K shares

$5.0M · 177K shares

$5.0M · 17K shares

$5.0M · 39K shares

$5.0M · 108K shares

$5.0M · 15K shares

$5.0M · 55K shares

$5.0M · 49K shares

$4.0M · 15K shares

$4.0M · 50K shares

$4.0M · 68K shares

$4.0M · 64K shares

$4.0M · 26K shares

$4.0M · 40K shares

$4.0M · 14K shares

$4.0M · 23K shares

$4.0M · 97K shares

$4.0M · 126K shares

$4.0M · 33K shares

$4.0M · 12K shares

$4.0M · 22K shares

$4.0M · 9K shares

$4.0M · 56K shares

$4.0M · 12K shares

$4.0M · 74K shares

$4.0M · 38K shares

$4.0M · 21K shares

$4.0M · 12K shares

$3.0M · 75K shares

$3.0M · 137K shares

$3.0M · 40K shares

$3.0M · 7K shares

$3.0M · 29K shares

$3.0M · 10K shares

$3.0M · 132K shares

$3.0M · 10K shares

$3.0M · 17K shares

$3.0M · 13K shares

$3.0M · 33K shares

$3.0M · 109K shares

$3.0M · 25K shares

$3.0M · 13K shares

$3.0M · 27K shares

$3.0M · 14K shares

$3.0M · 35K shares

$3.0M · 58K shares

$3.0M · 19K shares

$3.0M · 97K shares

$3.0M · 15K shares

$3.0M · 11K shares

$3.0M · 23K shares

$3.0M · 28K shares

$3.0M · 57K shares

$3.0M · 43K shares

$3.0M · 16K shares

$3.0M · 17K shares

$3.0M · 45K shares

$3.0M · 10K shares

$3.0M · 22K shares

$3.0M · 70K shares

$3.0M · 15K shares

$3.0M · 11K shares

$2.0M · 23K shares

$2.0M · 28K shares

$2.0M · 62K shares

$2.0M · 5K shares

$2.0M · 32K shares

$2.0M · 23K shares

$2.0M · 47K shares

$2.0M · 21K shares

$2.0M · 6K shares

$2.0M · 4K shares

$2.0M · 66K shares

$2.0M · 11K shares

$2.0M · 42K shares

$2.0M · 19K shares

$2.0M · 158K shares

$2.0M · 13K shares

$2.0M · 36K shares

$2.0M · 3 shares

$2.0M · 41K shares

$2.0M · 35K shares

$2.0M · 34K shares

$2.0M · 12K shares

$2.0M · 5K shares

$2.0M · 113K shares

$2.0M · 12K shares

$2.0M · 5K shares

$2.0M · 92K shares

$2.0M · 15K shares

$2.0M · 14K shares

$2.0M · 13K shares

$2.0M · 20K shares

$2.0M · 27K shares

$2.0M · 41K shares

$2.0M · 18K shares

$2.0M · 77K shares

$2.0M · 9K shares

$2.0M · 72K shares

$2.0M · 6K shares

$2.0M · 14K shares

$2.0M · 51K shares

$2.0M · 8K shares

$1.0M · 47K shares

$1.0M · 18K shares

$1.0M · 4K shares

$1.0M · 4K shares

$1.0M · 49K shares

MCK

$1.0M · 2K shares

DGRO

$1.0M · 22K shares

XEL

$1.0M · 14K shares

$1.0M · 8K shares

$1.0M · 5K shares

$1.0M · 16K shares

$1.0M · 10K shares

$1.0M · 2K shares

$1.0M · 6K shares

$1.0M · 15K shares

$1.0M · 8K shares

$1.0M · 15K shares

$1.0M · 29K shares

$1.0M · 6K shares

$1.0M · 30K shares

$1.0M · 39K shares

$1.0M · 66K shares

$1.0M · 3K shares

$1.0M · 13K shares

$1.0M · 11K shares

$1.0M · 6K shares

$1.0M · 2K shares

$1.0M · 16K shares

$1.0M · 23K shares

$1.0M · 14K shares

$1.0M · 6K shares

$1.0M · 8K shares

$1.0M · 17K shares

$1.0M · 13K shares

$1.0M · 69K shares

$1.0M · 19K shares

$1.0M · 7K shares

$1.0M · 6K shares

$1.0M · 22K shares

$1.0M · 9K shares

$1.0M · 54K shares

$1.0M · 9K shares

$1.0M · 5K shares

$1.0M · 3K shares

$1.0M · 24K shares

$1.0M · 7K shares

VPL

$1.0M · 16K shares

VCSH

$1.0M · 16K shares

$1.0M · 9K shares

$1.0M · 11K shares

$1.0M · 12K shares

$1.0M · 23K shares

$1.0M · 11K shares

$1.0M · 4K shares

$1.0M · 11K shares

$1.0M · 15K shares

$1.0M · 11K shares

$1.0M · 4K shares

$1.0M · 5K shares

$1.0M · 25K shares

$1.0M · 9K shares

$1.0M · 3K shares

$1.0M · 11K shares

$1.0M · 38K shares

$1.0M · 5K shares

$1.0M · 7K shares

$1.0M · 16K shares

$1.0M · 29K shares

PEG

$1.0M · 21K shares

FDX

$1.0M · 4K shares

COP

$1.0M · 19K shares

$1.0M · 20K shares

$1.0M · 13K shares

$1.0M · 50K shares

$1.0M · 4K shares

$1.0M · 55K shares

$1.0M · 50K shares

$1.0M · 4K shares

$1.0M · 4K shares

$1.0M · 3K shares

$1.0M · 11K shares

$1.0M · 20K shares

$1.0M · 3K shares

$1.0M · 3K shares

$1.0M · 6K shares

$1.0M · 21K shares

$1.0M · 39K shares

$1.0M · 10K shares

$1.0M · 13K shares

$1.0M · 8K shares

$1.0M · 9K shares

$1.0M · 55K shares

$1.0M · 29K shares

$1.0M · 37K shares

$1.0M · 15K shares

$1.0M · 20K shares

$1.0M · 20K shares

$1.0M · 32K shares

$1.0M · 29K shares

$1.0M · 4K shares

$1.0M · 25K shares

$1.0M · 6K shares

$1.0M · 8K shares

$1.0M · 32K shares

$1.0M · 7K shares

$1.0M · 5K shares

$35K · 53K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	322	$2.8B	63.0%
Technology	93	$881.0M	19.7%
Unknown	36	$310.0M	6.9%
Consumer Cyclical	36	$172.0M	3.8%
Communication Services	16	$128.0M	2.9%
Healthcare	55	$60.0M	1.3%
Industrials	57	$41.0M	0.9%
Energy	22	$28.0M	0.6%
Consumer Defensive	21	$18.0M	0.4%
Utilities	15	$9.0M	0.2%
Basic Materials	17	$7.0M	0.2%
Real Estate	12	$0	0.0%