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 |
|---|---|---|---|---|---|
| 201 | SPYDSPDR SERIES TRUST | 61,546 | $2K | 0.00% | |
| 202 | DLNWISDOMTREE TR | 31,678 | $2K | 0.00% | |
| 203 | ACNACCENTURE PLC IRELAND | 12,304 | $2K | 0.00% | Put |
| 204 | ONEQFIDELITY COMWLTH TR | 22,621 | $2K | 0.00% | |
| 205 | VEUVANGUARD INTL EQUITY INDEX F | 34,202 | $2K | 0.00% | |
| 206 | NEENEXTERA ENERGY INC | 34,626 | $2K | 0.00% | |
| 207 | VWOBVANGUARD WHITEHALL FDS | 40,539 | $2K | 0.00% | |
| 208 | SPUSTIDAL TRUST I | 46,669 | $2K | 0.00% | |
| 209 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2K | 0.00% | |
| 210 | EXPDEXPEDITORS INTL WASH INC | 10,374 | $1K | 0.00% | |
| 211 | VCSHVANGUARD SCOTTSDALE FDS | 15,974 | $1K | 0.00% | |
| 212 | SCHGSCHWAB STRATEGIC TR | 38,080 | $1K | 0.00% | |
| 213 | DOVDOVER CORP | 7,698 | $1K | 0.00% | |
| 214 | AFRMAFFIRM HLDGS INC | 19,521 | $1K | 0.00% | |
| 215 | DFISDIMENSIONAL ETF TRUST | 36,563 | $1K | 0.00% | |
| 216 | LINLINDE PLC | 4,427 | $1K | 0.00% | |
| 217 | ABALLIANCEBERNSTEIN HLDG L P | 29,338 | $1K | 0.00% | |
| 218 | ALSALLSTATE CORP | 10,628 | $1K | 0.00% | Put |
| 219 | KLACKLA CORP | 1,360 | $1K | 0.00% | |
| 220 | NDAQNASDAQ INC | 14,950 | $1K | 0.00% | |
| 221 | STXSEAGATE TECHNOLOGY HLDNGS PL | 5,701 | $1K | 0.00% | |
| 222 | MCKMCKESSON CORP | 2,032 | $1K | 0.00% | |
| 223 | VDCVANGUARD WORLD FD | 5,259 | $1K | 0.00% | |
| 224 | PGRPROGRESSIVE CORP | 6,698 | $1K | 0.00% | Put |
| 225 | BXBLACKSTONE INC | 8,482 | $1K | 0.00% | |
| 226 | WDCWESTERN DIGITAL CORP | 5,919 | $1K | 0.00% | |
| 227 | DISVDIMENSIONAL ETF TRUST | 32,182 | $1K | 0.00% | |
| 228 | CRCLCIRCLE INTERNET GROUP INC | 14,903 | $1K | 0.00% | |
| 229 | FICOFAIR ISAAC CORP | 622 | $1K | 0.00% | |
| 230 | SCHDSCHWAB STRATEGIC TR | 55,478 | $1K | 0.00% | |
| 231 | FNDESCHWAB STRATEGIC TR | 29,478 | $1K | 0.00% | |
| 232 | MLB1MERCADOLIBRE INC | 568 | $1K | 0.00% | |
| 233 | GWWWW GRAINGER INC | 1,169 | $1K | 0.00% | |
| 234 | CHDCHURCH & DWIGHT CO INC | 13,423 | $1K | 0.00% | |
| 235 | IMTMISHARES TR | 38,993 | $1K | 0.00% | |
| 236 | HCAHCA HEALTHCARE INC | 2,606 | $1K | 0.00% | |
| 237 | VFHVANGUARD WORLD FD | 10,741 | $1K | 0.00% | |
| 238 | DFSVDIMENSIONAL ETF TRUST | 54,895 | $1K | 0.00% | |
| 239 | COPCONOCOPHILLIPS | 19,380 | $1K | 0.00% | |
| 240 | PEGPUBLIC SVC ENTERPRISE GRP IN | 20,705 | $1K | 0.00% | |
| 241 | FDXFEDEX CORP | 4,202 | $1K | 0.00% | |
| 242 | IAU*ISHARES GOLD TR | 16,204 | $1K | 0.00% | |
| 243 | PRUPRUDENTIAL FINL INC | 9,268 | $1K | 0.00% | |
| 244 | MGKVANGUARD WORLD FD | 3,874 | $1K | 0.00% | |
| 245 | NVSNNOVARTIS AG | 10,920 | $1K | 0.00% | |
| 246 | BKBANK NEW YORK MELLON CORP | 14,534 | $1K | 0.00% | |
| 247 | AONAON PLC | 3,909 | $1K | 0.00% | |
| 248 | EEMISHARES TR | 22,875 | $1K | 0.00% | |
| 249 | VPLVANGUARD INTL EQUITY INDEX F | 16,031 | $1K | 0.00% | |
| 250 | ZSZSCALER INC | 6,517 | $1K | 0.00% | |
| 251 | PTFINVESCO EXCHANGE TRADED FD T | 24,300 | $1K | 0.00% | |
| 252 | NSCNORFOLK SOUTHN CORP | 4,683 | $1K | 0.00% | |
| 253 | SMFGSUMITOMO MITSUI FINL GROUP I | 53,947 | $1K | 0.00% | |
| 254 | EMEEMCOR GROUP INC | 2,029 | $1K | 0.00% | |
| 255 | TJXTJX COS INC NEW | 10,482 | $1K | 0.00% | |
| 256 | HPEHEWLETT PACKARD ENTERPRISE C | 68,713 | $1K | 0.00% | |
| 257 | COFCAPITAL ONE FINL CORP | 4,635 | $1K | 0.00% | |
| 258 | RHCRH PLC | 8,447 | $1K | 0.00% | |
| 259 | DGROISHARES TR | 21,699 | $1K | 0.00% | |
| 260 | WSTWEST PHARMACEUTICAL SVSC INC | 4,447 | $1K | 0.00% | |
| 261 | TAT&T INC | 49,454 | $1K | 0.00% | |
| 262 | CATHGLOBAL X FDS | 13,498 | $1K | 0.00% | |
| 263 | TRMBTRIMBLE INC | 13,732 | $1K | 0.00% | |
| 264 | DECKDECKERS OUTDOOR CORP | 15,698 | $1K | 0.00% | |
| 265 | 4I1PHILIP MORRIS INTL INC | 10,541 | $1K | 0.00% | |
| 266 | BMYBRISTOL-MYERS SQUIBB CO | 29,444 | $1K | 0.00% | |
| 267 | EAGGISHARES TR | 30,022 | $1K | 0.00% | |
| 268 | USHYISHARES TR | 38,579 | $1K | 0.00% | |
| 269 | SCHOSCHWAB STRATEGIC TR | 65,829 | $1K | 0.00% | |
| 270 | WWDWOODWARD INC | 3,429 | $1K | 0.00% | |
| 271 | ECLECOLAB INC | 6,370 | $1K | 0.00% | |
| 272 | GILDGILEAD SCIENCES INC | 12,689 | $1K | 0.00% | |
| 273 | GEVGE VERNOVA INC | 2,467 | $1K | 0.00% | |
| 274 | ADSKAUTODESK INC | 6,236 | $1K | 0.00% | |
| 275 | USBUS BANCORP DEL | 23,026 | $1K | 0.00% | |
| 276 | DWDMORGAN STANLEY | 7,991 | $1K | 0.00% | |
| 277 | VOTETCW ETF TRUST | 16,846 | $1K | 0.00% | |
| 278 | EPDENTERPRISE PRODS PARTNERS L | 32,348 | $1K | 0.00% | |
| 279 | AGGISHARES TR | 17,674 | $1K | 0.00% | |
| 280 | TRVTRAVELERS COMPANIES INC | 3,865 | $1K | 0.00% | |
| 281 | XELXCEL ENERGY INC | 13,566 | $1K | 0.00% | |
| 282 | GLWCORNING INC | 15,817 | $1K | 0.00% | |
| 283 | NKENIKE INC | 18,578 | $1K | 0.00% | |
| 284 | TERTERADYNE INC | 7,216 | $1K | 0.00% | |
| 285 | CDNSCADENCE DESIGN SYSTEM INC | 5,739 | $1K | 0.00% | |
| 286 | AEPAMERICAN ELEC PWR CO INC | 9,218 | $1K | 0.00% | |
| 287 | IJTISHARES TR | 9,450 | $1K | 0.00% | |
| 288 | MSIMOTOROLA SOLUTIONS INC | 2,854 | $1K | 0.00% | |
| 289 | MTDMETTLER TOLEDO INTERNATIONAL | 888 | $1K | 0.00% | |
| 290 | WMWASTE MGMT INC DEL | 8,952 | $1K | 0.00% | |
| 291 | SHELSHELL PLC | 21,721 | $1K | 0.00% | |
| 292 | NETCLOUDFLARE INC | 10,649 | $1K | 0.00% | Put |
| 293 | XYLXYLEM INC | 11,551 | $1K | 0.00% | |
| 294 | IWPISHARES TR | 10,796 | $1K | 0.00% | |
| 295 | VDEVANGUARD WORLD FD | 11,131 | $1K | 0.00% | |
| 296 | VHTVANGUARD WORLD FD | 5,170 | $1K | 0.00% | |
| 297 | WATWATERS CORP | 2,812 | $1K | 0.00% | |
| 298 | DBEFDBX ETF TR | 24,785 | $1K | 0.00% | |
| 299 | ADIANALOG DEVICES INC | 4,902 | $1K | 0.00% | |
| 300 | PYLDPIMCO ETF TR | 49,915 | $1K | 0.00% |