account_balance
Investment manager · 13F filer · SEC CIK 1645382
Mission Wealth Management, LP
Reported value$6.18Bas of Sep 30, 2026
Positions757 11 new, 270 sold out
Top 10 weight46.8%VUG alone is 8%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
8.4%Trimmed −23%
VTVVanguard Index FDS
8.2%Trimmed −24%
AVDEAmerican Centy ETF Tr
5.6%Trimmed −25%
VBVanguard Index FDS
5.1%Trimmed −25%
AAPLApple Inc.
5.0%Trimmed −23%
MSFTMicrosoft Corp
4.3%Trimmed −20%
NVDANVIDIA Corp
3.6%Trimmed −41%
VTIVanguard Index FDS
2.8%Trimmed −8%
IEFAiShares Tr
1.9%
AMZNAmazon.com Inc
1.8%
GPIXGoldman Sachs ETF Tr
1.5%−22%
IJRiShares Tr
1.3%
VUGVanguard Index FDS
8.4%Trimmed −23%
VTVVanguard Index FDS
8.2%Trimmed −24%
AVDEAmerican Centy ETF Tr
5.6%
VBVanguard Index FDS
5.1%
AAPLApple Inc.
5.0%−23%
MSFTMicrosoft Corp
4.3%
NVDANVIDIA Corp
3.6%
VTI2.8%
IEFA
AMZNGPIX
IJR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 8.4% Trimmed −23%
VTV Vanguard Index FDS 8.2% Trimmed −24%
AVDE American Centy ETF Tr 5.6% Trimmed −25%
VB Vanguard Index FDS 5.1% Trimmed −25%
AAPL Apple Inc. 5.0% Trimmed −23%MSFT Microsoft Corp 4.3% Trimmed −20%NVDA NVIDIA Corp 3.6% Trimmed −41%VTI Vanguard Index FDS 2.8% Trimmed −8%
IEFA iShares Tr 1.9% Trimmed −31%
AMZN Amazon.com Inc 1.8% Trimmed −25%GPIX Goldman Sachs ETF Tr 1.5% Trimmed −22%
IJR iShares Tr 1.3% Trimmed −17%
What changed
Biggest moves since Jun 30, 2026
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