StockDriftsStockDriftsTop 50 Mission Hills Financial Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | 6.97% | 157.5K | $15.9M | -9.34%(-16.22K) | $100.62(+0.00%) | 2026-06-30 | |
| BIZD | VANECK ETF TRUST | 6.7% | 1.20M | $15.2M | -3.65%(-45.61K) | $16.39(-17.60%) | 2026-06-30 | |
| QYLD | GLOBAL X FDS | 6.54% | 807.7K | $14.9M | +2.39%(+18.89K) | $17.46(+4.19%) | 2026-06-30 | |
| PCN | PIMCO CORPORATE & INCM STRG | 6.35% | 1.21M | $14.5M | -4.60%(-58.32K) | $13.52(-12.55%) | 2026-06-30 | |
| PDI | PIMCO DYNAMIC INCOME FD | 5.51% | 751.2K | $12.5M | +3.73%(+27.04K) | $19.15(-17.14%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.48% | 281.3K | $12.5M | new | $40.04(+15.42%) | 2026-06-30 | |
| RQI | COHEN & STEERS QUALITY INCOM | 5.4% | 998.1K | $12.3M | -5.40%(-56.98K) | $12.64(-1.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.09% | 15.7K | $11.6M | -23.54%(-4.85K) | $497.79(+47.06%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.02% | 360.5K | $11.4M | -0.09%(-321) | $27.16(+26.75%) | 2026-06-30 | |
| KBWD | INVESCO EXCH TRADED FD TR II | 4.49% | 823.1K | $10.2M | -3.72%(-31.76K) | $14.58(-12.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.79% |
Mission Hills Financial Advisory LLC reports $227.62M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are MINT (7.0%), BIZD (6.7%) and QYLD (6.5%). The top 20 holdings account for 77.08% of reported assets. Its disclosed equity book has returned +5.99% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mission Hills Financial Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043220). View Mission Hills Financial Advisory LLC’s 13F filings on SEC