account_balance
Investment manager · 13F filer · SEC CIK 2043220
Mission Hills Financial Advisory, LLC
Reported value$228Mas of Jun 30, 2026
Positions89 35 new, 0 sold out
Top 10 weight57.6%MINT alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MINTPimco ETF Tr
7.0%Trimmed −9%
BIZDVaneck ETF Trust
6.7%Trimmed −4%
QYLDGlobal X FDS
6.5%Added +2%
PCNPimco Corporate & Incm STRG
6.4%Trimmed −5%
PDIPimco Dynamic Income Fd
5.5%Added +4%
DFACDimensional ETF Trust
5.5%New
RQICohen & Steers Quality Incom
5.4%Trimmed −5%
QQQInvesco QQQ Tr
5.1%Trimmed −24%
SCHDSchwab Strategic Tr
5.0%
KBWDInvesco Exch Traded Fd Tr II
4.5%Trimmed −4%
VEAVanguard Tax-managed FDS
3.0%Trimmed −46%
DFGPDimensional ETF Trust
2.5%New
MINT7.0%
BIZD6.7%
QYLD6.5%
PCNPimco Corporate & Incm STRG
6.4%Trimmed −5%
PDIPimco Dynamic Income Fd
5.5%Added +4%
DFACDimensional ETF Trust
5.5%New
QQQ5.1%
SCHDSchwab Strategic Tr
5.0%
KBWD4.5%
VEA3.0%
DFGP2.5%
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
MINT Pimco ETF Tr 7.0% Trimmed −9%
BIZD Vaneck ETF Trust 6.7% Trimmed −4%
QYLD Global X FDS 6.5% Added +2%
PCN Pimco Corporate & Incm STRG 6.4% Trimmed −5%PDI Pimco Dynamic Income Fd 5.5% Added +4%DFAC Dimensional ETF Trust 5.5% New
RQI Cohen & Steers Quality Incom 5.4% Trimmed −5%QQQ Invesco QQQ Tr 5.1% Trimmed −24%
SCHD Schwab Strategic Tr 5.0% Held
KBWD Invesco Exch Traded Fd Tr II 4.5% Trimmed −4%
VEA Vanguard Tax-managed FDS 3.0% Trimmed −46%
DFGP Dimensional ETF Trust 2.5% New
What changed