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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AFLAFLAC INC | 49,370 | $5K | 0.00% | |
| 102 | EFAISHARES TR | 56,354 | $5K | 0.00% | |
| 103 | JMSIJ P MORGAN EXCHANGE TRADED F | 109,615 | $5K | 0.00% | |
| 104 | VVVANGUARD INDEX FDS | 17,799 | $5K | 0.00% | |
| 105 | SCHASCHWAB STRATEGIC TR | 176,874 | $5K | 0.00% | |
| 106 | IBITISHARES BITCOIN TRUST ETF | 102,934 | $5K | 0.00% | |
| 107 | SHWSHERWIN WILLIAMS CO | 16,958 | $5K | 0.00% | |
| 108 | NOWSERVICENOW INC | 38,619 | $5K | 0.00% | Put |
| 109 | MCDMCDONALDS CORP | 16,745 | $5K | 0.00% | |
| 110 | FITBFIFTH THIRD BANCORP | 107,532 | $5K | 0.00% | |
| 111 | SCHESCHWAB STRATEGIC TR | 154,337 | $5K | 0.00% | |
| 112 | SPYGSPDR SERIES TRUST | 39,995 | $4K | 0.00% | |
| 113 | TXNTEXAS INSTRS INC | 26,030 | $4K | 0.00% | |
| 114 | BBHYJ P MORGAN EXCHANGE TRADED F | 97,086 | $4K | 0.00% | |
| 115 | VXUSVANGUARD STAR FDS | 63,559 | $4K | 0.00% | |
| 116 | ABTABBOTT LABS | 32,794 | $4K | 0.00% | |
| 117 | GQ9SPDR GOLD TR | 12,422 | $4K | 0.00% | |
| 118 | PANWPALO ALTO NETWORKS INC | 22,412 | $4K | 0.00% | |
| 119 | IVWISHARES TR | 37,529 | $4K | 0.00% | |
| 120 | RTXRTX CORPORATION | 23,399 | $4K | 0.00% | |
| 121 | GSGOLDMAN SACHS GROUP INC | 4,596 | $4K | 0.00% | |
| 122 | MARMARRIOTT INTL INC NEW | 13,559 | $4K | 0.00% | Put |
| 123 | CRWDCROWDSTRIKE HLDGS INC | 9,472 | $4K | 0.00% | |
| 124 | ACWXISHARES TR | 67,792 | $4K | 0.00% | |
| 125 | IXUSISHARES TR | 56,019 | $4K | 0.00% | |
| 126 | LOWLOWES COS INC | 20,577 | $4K | 0.00% | |
| 127 | CMFISHARES TR | 74,424 | $4K | 0.00% | |
| 128 | GDGENERAL DYNAMICS CORP | 12,433 | $4K | 0.00% | |
| 129 | SPYMSPDR SERIES TRUST | 50,220 | $4K | 0.00% | |
| 130 | INTCINTEL CORP | 126,434 | $4K | 0.00% | |
| 131 | SYKSTRYKER CORPORATION | 11,988 | $4K | 0.00% | |
| 132 | HIFSHINGHAM INSTN SVGS MASS | 14,870 | $4K | 0.00% | |
| 133 | MRKMERCK & CO INC | 28,781 | $3K | 0.00% | |
| 134 | NOCNORTHROP GRUMMAN CORP | 6,809 | $3K | 0.00% | |
| 135 | AMGNAMGEN INC | 10,326 | $3K | 0.00% | |
| 136 | CGMSCAPITAL GRP FIXED INCM ETF T | 132,313 | $3K | 0.00% | |
| 137 | AQLTISHARES TR | 21,535 | $3K | 0.00% | |
| 138 | MUMICRON TECHNOLOGY INC | 11,357 | $3K | 0.00% | |
| 139 | GWXSPDR INDEX SHS FDS | 75,293 | $3K | 0.00% | |
| 140 | CGCBCAPITAL GRP FIXED INCM ETF T | 136,954 | $3K | 0.00% | |
| 141 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 10,097 | $3K | 0.00% | |
| 142 | SPIBSPDR SERIES TRUST | 108,530 | $3K | 0.00% | |
| 143 | AG8AGILENT TECHNOLOGIES INC | 24,595 | $3K | 0.00% | |
| 144 | NUEMNUSHARES ETF TR | 97,344 | $3K | 0.00% | |
| 145 | ETNEATON CORP PLC | 13,540 | $3K | 0.00% | Put |
| 146 | UNPUNION PAC CORP | 15,199 | $3K | 0.00% | |
| 147 | XLFSELECT SECTOR SPDR TR | 57,942 | $3K | 0.00% | |
| 148 | MUBISHARES TR | 35,155 | $3K | 0.00% | |
| 149 | EWEDWARDS LIFESCIENCES CORP | 45,306 | $3K | 0.00% | |
| 150 | VNQIVANGUARD INTL EQUITY INDEX F | 70,148 | $3K | 0.00% | |
| 151 | IWMISHARES TR | 12,972 | $3K | 0.00% | |
| 152 | DISDISNEY WALT CO | 27,268 | $3K | 0.00% | |
| 153 | CRMSALESFORCE INC | 14,895 | $3K | 0.00% | |
| 154 | CBCHUBB LIMITED | 10,905 | $3K | 0.00% | |
| 155 | AKAMAKAMAI TECHNOLOGIES INC | 43,384 | $3K | 0.00% | |
| 156 | GEGE AEROSPACE | 12,656 | $3K | 0.00% | |
| 157 | QCOMQUALCOMM INC | 23,322 | $3K | 0.00% | |
| 158 | ESGVVANGUARD WORLD FD | 32,732 | $3K | 0.00% | |
| 159 | HONHONEYWELL INTL INC | 17,055 | $3K | 0.00% | |
| 160 | DWMWISDOMTREE TR | 57,481 | $3K | 0.00% | |
| 161 | VEEVVEEVA SYS INC | 16,763 | $3K | 0.00% | |
| 162 | IJSISHARES TR | 28,357 | $3K | 0.00% | |
| 163 | DHRDANAHER CORPORATION | 16,204 | $3K | 0.00% | |
| 164 | IEFISHARES TR | 40,196 | $3K | 0.00% | |
| 165 | KEYSKEYSIGHT TECHNOLOGIES INC | 18,529 | $3K | 0.00% | |
| 166 | AXPAMERICAN EXPRESS CO | 10,492 | $3K | 0.00% | |
| 167 | ONEQFIDELITY COMWLTH TR | 22,621 | $2K | 0.00% | |
| 168 | BKNGBOOKING HOLDINGS INC | 457 | $2K | 0.00% | |
| 169 | SPGIS&P GLOBAL INC | 4,701 | $2K | 0.00% | Put |
| 170 | HLALLISTED FDS TR | 35,924 | $2K | 0.00% | |
| 171 | VBKVANGUARD INDEX FDS | 8,147 | $2K | 0.00% | |
| 172 | BACVERIZON COMMUNICATIONS INC | 51,360 | $2K | 0.00% | |
| 173 | QUALISHARES TR | 13,829 | $2K | 0.00% | |
| 174 | INTUINTUIT | 5,521 | $2K | 0.00% | Put |
| 175 | TMOTHERMO FISHER SCIENTIFIC INC | 4,697 | $2K | 0.00% | |
| 176 | IOTSAMSARA INC | 71,714 | $2K | 0.00% | Put |
| 177 | SCHVSCHWAB STRATEGIC TR | 91,593 | $2K | 0.00% | |
| 178 | IVEISHARES TR | 9,460 | $2K | 0.00% | |
| 179 | SCHBSCHWAB STRATEGIC TR | 112,519 | $2K | 0.00% | |
| 180 | TACKCAPITOL SER TR | 77,378 | $2K | 0.00% | |
| 181 | KKRKKR & CO INC | 20,567 | $2K | 0.00% | |
| 182 | NPBNORTHPOINTE BANCSHARES INC. | 157,515 | $2K | 0.00% | |
| 183 | DGRWWISDOMTREE TR | 23,167 | $2K | 0.00% | |
| 184 | VSSVANGUARD INTL EQUITY INDEX F | 18,086 | $2K | 0.00% | |
| 185 | ASMLASML HOLDING N V | 2,112 | $2K | 0.00% | |
| 186 | DEDEERE & CO | 4,927 | $2K | 0.00% | |
| 187 | PSTGPURE STORAGE INC | 40,698 | $2K | 0.00% | Put |
| 188 | UBERUBER TECHNOLOGIES INC | 27,955 | $2K | 0.00% | |
| 189 | GLDMWORLD GOLD TR | 27,438 | $2K | 0.00% | |
| 190 | APHAMPHENOL CORP NEW | 19,767 | $2K | 0.00% | |
| 191 | ADBEADOBE INC | 6,344 | $2K | 0.00% | |
| 192 | DFCFDIMENSIONAL ETF TRUST | 66,368 | $2K | 0.00% | |
| 193 | WDAYWORKDAY INC | 11,184 | $2K | 0.00% | |
| 194 | TMUST-MOBILE US INC | 13,136 | $2K | 0.00% | |
| 195 | SHOPSHOPIFY INC | 14,737 | $2K | 0.00% | |
| 196 | PEPPEPSICO INC | 19,082 | $2K | 0.00% | |
| 197 | KOCOCA COLA CO | 42,426 | $2K | 0.00% | |
| 198 | CMICUMMINS INC | 4,308 | $2K | 0.00% | |
| 199 | BABOEING CO | 11,573 | $2K | 0.00% | |
| 200 | VEUVANGUARD INTL EQUITY INDEX F | 34,202 | $2K | 0.00% |