account_balance

Investment manager · 13F filer · SEC CIK 2113810

Mission Financial Group, LLC

Reported value$127Mas of Sep 30, 2026
Positions156 12 new, 14 sold out
Top 10 weight35.4%MINT alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 7.9% Added +27%
VTI Vanguard Index FDS 6.1% Held
AAPL Apple Inc. 4.6% Added +5%MSFT Microsoft Corp 3.2% Added +19%
FBND Fidelity Merrimack STR Tr 2.9% Added +46%
TBUX T Rowe Price Exchange-Traded 2.8% Trimmed −5%
IGLD First Tr Exchange-Traded Fd 2.2% Held
FTHI First Tr Exchange Traded Fd 2.0% Added +3%
GOOGL Alphabet Inc. 1.9% Added +3%
DAUG First Tr Exchng Traded Fd Vi 1.8% Held
AMZN Amazon.com Inc 1.8% Added +6%NVDA NVIDIA Corp 1.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • ACYN $790K
  • DTCR $520K
  • ACYS $301K
  • DLMY $291K
arrow_upwardAdded
  • BUYW +107%
  • CRWD +82%
  • VOO +75%
  • CVX +73%
arrow_downwardTrimmed
  • DUHP −34%
  • DFAT −29%
  • IBIT −26%
  • JEPI −24%
remove_circleSold out
  • SPCX $362K
  • STIP $336K
  • CGUS $273K
  • APP $244K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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