StockDriftsStockDriftsTop 50 Mission Wealth Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 8.45% | 3.11M | $678.1M | +29.48%(+708.39K) | $139.00(+63.67%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 8.09% | 7.54M | $649.2M | +27.29%(+1.62M) | $46.49(+91.82%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.72% | 5.15M | $459.3M | +51.11%(+1.74M) | $83.46(+13.01%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.59% | 1.48M | $448.3M | +31.43%(+353.64K) | $206.14(+49.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.37% | 1.21M | $350.7M | +35.31%(+316.29K) | $167.32(+82.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.07% | 1.63M | $326.8M | +94.84%(+794.90K) | $130.39(+73.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3% | 644.6K | $240.5M | +56.24%(+232.04K) | $307.70(+57.97%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.32% | 502.1K | $185.8M | +48.33%(+163.59K) | $220.00(+74.25%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.17% | 1.80M | $173.8M | +16.92%(+260.49K) | $71.59(+41.52%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.76% | 592.3K | $141.2M | +80.43%(+264.01K) | $186.62(+40.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.03% | +56.22% | +8.14% | +47.89% |
| Top 20 Holdings Unweighted | +15.97% | +55.96% | +7.40% | +42.89% |
Mission Wealth Management LP reports $8.18B in US-listed equity holdings across 1,016 positions in its most recent 13F filing. Its largest disclosed positions are VTV (8.4%), VUG (8.1%) and AVDE (5.7%). The top 20 holdings account for 57.52% of reported assets. Its disclosed equity book has returned +56.22% on a three-year cumulative basis. 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 Wealth Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1645382). View Mission Wealth Management LP’s 13F filings on SEC