MISSION WEALTH MANAGEMENT, LP
CIK 1645382
13F filing for Q2 2026・No. 655
- Holdings
- US$8.18B
- Quarter change
- +US$3.32B
- Entries
- 1,069
- Net bought (estimate)
- +US$2.43B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 331
- Sold out 18
- Cut 72
- Added 591
- Corporate actions 2
- Unchanged 22
Largest holdings
1,016 stocks worth US$8.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 3,111,513 | US$678.09M | 8.45% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 8:1 | 7,536,277 | US$649.17M | 8.09% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 5,149,175 | US$459.31M | 5.72% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 1,478,793 | US$448.25M | 5.59% |
| AAPLAppleCOM | Added | 1,211,951 | US$350.69M | 4.37% |
| NVDANvidiaCOM | Added | 1,633,087 | US$326.76M | 4.07% |
| MSFTMicrosoftCOM | Added | 644,605 | US$240.45M | 3.00% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 502,084 | US$185.79M | 2.32% |
| ISHARES TRCORE MSCI EAFE | Added | 1,800,023 | US$173.85M | 2.17% |
| AMZNAmazonCOM | Added | 592,268 | US$141.16M | 1.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.