MISSION WEALTH MANAGEMENT, LP Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$5.0B
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $478K |
VTVVANGUARD INDEX FDS | $459K |
AQLTISHARES TR | $293K |
VBVANGUARD INDEX FDS | $289K |
AAPLAPPLE INC | $276K |
MSFTMICROSOFT CORP | $231K |
NVDANVIDIA CORPORATION | $183K |
AVDEAMERICAN CENTY ETF TR | $119K |
VTIVANGUARD INDEX FDS | $110K |
VEAVANGUARD TAX-MANAGED FDS | $79K |
AMZNAMAZON COM INC | $79K |
IJRISHARES TR | $72K |
GOOGALPHABET INC | $68K |
TSLATESLA INC | $62K |
IWFISHARES TR | $60K |
SUSAISHARES TR | $57K |
ITOTISHARES TR | $50K |
IWDISHARES TR | $46K |
AVGOBROADCOM INC | $45K |
ESGDISHARES TR | $41K |
AVEMAMERICAN CENTY ETF TR | $40K |
NUSCNUSHARES ETF TR | $36K |
GOOGLALPHABET INC | $36K |
SPYSPDR S&P 500 ETF TR | $35K |
USFRWISDOMTREE TR | $35K |
DFUVDIMENSIONAL ETF TRUST | $33K |
DFAIDIMENSIONAL ETF TRUST | $33K |
ESGUISHARES TR | $33K |
USRTISHARES TR | $30K |
DFACDIMENSIONAL ETF TRUST | $27K |
METAMETA PLATFORMS INC | $27K |
ESGEISHARES INC | $26K |
DFAEDIMENSIONAL ETF TRUST | $25K |
IVVISHARES TR | $25K |
NDQINVESCO QQQ TR | $23K |
IWBISHARES TR | $23K |
JPMJPMORGAN CHASE & CO. | $21K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $20K |
DFASDIMENSIONAL ETF TRUST | $20K |
DFAUDIMENSIONAL ETF TRUST | $20K |
ARKKARK ETF TR | $19K |
VWOVANGUARD INTL EQUITY INDEX F | $19K |
CGGRCAPITAL GROUP GROWTH ETF | $18K |
ISRGINTUITIVE SURGICAL INC | $18K |
SCHFSCHWAB STRATEGIC TR | $18K |
NFLXNETFLIX INC | $18K |
LLYELI LILLY & CO | $18K |
SCZISHARES TR | $17K |
VVISA INC | $16K |
ORCLORACLE CORP | $15K |
VIGVANGUARD SPECIALIZED FUNDS | $14K |
TTDTHE TRADE DESK INC | $13K |
JNJJOHNSON & JOHNSON | $13K |
AMATAPPLIED MATLS INC | $13K |
HDHOME DEPOT INC | $13K |
VONGVANGUARD SCOTTSDALE FDS | $12K |
IJHISHARES TR | $11K |
SCHXSCHWAB STRATEGIC TR | $11K |
COSTCOSTCO WHSL CORP NEW | $11K |
DFATDIMENSIONAL ETF TRUST | $11K |
XOMEXXON MOBIL CORP | $11K |
NULGNUSHARES ETF TR | $10K |
DFIVDIMENSIONAL ETF TRUST | $10K |
VOOVANGUARD INDEX FDS | $10K |
VSGXVANGUARD WORLD FD | $10K |
NULVNUSHARES ETF TR | $9K |
APPFAPPFOLIO INC | $9K |
ABBVABBVIE INC | $8K |
CVXCHEVRON CORP NEW | $8K |
NUDMNUSHARES ETF TR | $8K |
VNQVANGUARD INDEX FDS | $8K |
VYMVANGUARD WHITEHALL FDS | $7K |
IEMGISHARES INC | $7K |
ESMLISHARES TR | $7K |
VONVVANGUARD SCOTTSDALE FDS | $7K |
BNDVANGUARD BD INDEX FDS | $7K |
SCHCSCHWAB STRATEGIC TR | $7K |
WFCWELLS FARGO CO NEW | $7K |
BLKBLACKROCK INC | $7K |
SDYSPDR SERIES TRUST | $6K |
VCRBVANGUARD MALVERN FDS | $6K |
MAMASTERCARD INCORPORATED | $6K |
VGSRMANAGER DIRECTED PORTFOLIOS | $6K |
XLKSELECT SECTOR SPDR TR | $6K |
DFUSDIMENSIONAL ETF TRUST | $6K |
TPLTEXAS PACIFIC LAND CORPORATI | $6K |
WMTWALMART INC | $6K |
PGPROCTER AND GAMBLE CO | $6K |
LRCXLAM RESEARCH CORP | $6K |
IWVISHARES TR | $6K |
BACBANK AMERICA CORP | $6K |
GPIXGOLDMAN SACHS ETF TR | $6K |
AMDADVANCED MICRO DEVICES INC | $6K |
IYRISHARES TR | $5K |
VGTVANGUARD WORLD FD | $5K |
CATCATERPILLAR INC | $5K |
URIUNITED RENTALS INC | $5K |
UNHUNITEDHEALTH GROUP INC | $5K |
IBMINTERNATIONAL BUSINESS MACHS | $5K |
CSCOCISCO SYS INC | $5K |
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