Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mission Hills Financial Advisory, LLC (CIK 2043220) reported $195.3M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MINT ($17.5M, 8.94%), BIZD ($16.0M, 8.19%), PCN ($15.1M, 7.73%), QYLD ($13.5M, 6.93%), RQI ($12.7M, 6.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MINT | PIMCO ETF TR | $17.5M | 8.94% | 173,712 | Added |
| 2 | BIZD | VANECK ETF TRUST | $16.0M | 8.19% | 1.3M | Added |
| 3 | PCN | PIMCO CORPORATE & INCM STRG | $15.1M | 7.73% | 1.3M | Added |
| 4 | QYLD | GLOBAL X FDS | $13.5M | 6.93% | 788,765 | Added |
| 5 | RQI | COHEN & STEERS QUALITY INCOM | $12.7M | 6.51% | 1.1M | Added |
| 6 | PDI | PIMCO DYNAMIC INCOME FD | $12.4M | 6.34% | 724,194 | Added |
| 7 | QQQ | INVESCO QQQ TR | $11.9M | 6.08% | 20,590 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $11.3M | 5.77% | 175,865 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $11.1M | 5.67% | 360,805 | Added |
| 10 | KBWD | INVESCO EXCH TRADED FD TR II | $10.7M | 5.49% | 854,897 | Added |
| 11 | RWL | INVESCO EXCH TRADED FD TR II | $7.7M | 3.97% | 67,427 | Added |
| 12 | FTSL | FIRST TR EXCHANGE-TRADED FD | $7.0M | 3.59% | 156,365 | Added |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $4.9M | 2.51% | 52,125 | Added |
| 14 | XLY | SELECT SECTOR SPDR TR | $4.9M | 2.51% | 44,988 | Added |
| 15 | FLBL | FRANKLIN TEMPLETON ETF TR | $4.7M | 2.39% | 203,066 | Added |
| 16 | XBI | SPDR SERIES TRUST | $4.6M | 2.37% | 36,316 | Added |
| 17 | XLP | SELECT SECTOR SPDR TR | $4.1M | 2.12% | 50,612 | Added |
| 18 | VXF | VANGUARD INDEX FDS | $3.9M | 1.98% | 18,762 | Added |
| 19 | REZ | ISHARES TR | $2.3M | 1.16% | 27,139 | Added |
| 20 | SPHY | SPDR SERIES TRUST | $2.2M | 1.10% | 92,241 | Added |
| 21 | AAPL | APPLE INC | $1.7M | 0.85% | 6,539 | Added |
| 22 | SCHO | SCHWAB STRATEGIC TR | $1.5M | 0.76% | 61,315 | Added |
| 23 | PSI | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.71% | 14,711 | Trimmed |
| 24 | BST | BLACKROCK SCIENCE & TECHNOLO | $869,167 | 0.44% | 23,911 | Added |
| 25 | JPIB | J P MORGAN EXCHANGE TRADED F | $831,818 | 0.43% | 17,395 | Added |
Source: SEC Form 13F filings · as of 2026-03-31