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 WEALTH MANAGEMENT, LP (CIK 1645382) reported $4.86B across 676 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($471.5M, 9.70%), VUG ($431.0M, 8.86%), VB ($294.7M, 6.06%), AVDE ($289.1M, 5.94%), AAPL ($251.4M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $471.5M | 9.70% | 2.4M | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $431.0M | 8.86% | 986,756 | Added |
| 3 | VB | VANGUARD INDEX FDS | $294.7M | 6.06% | 1.1M | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $289.1M | 5.94% | 3.4M | Added |
| 5 | AAPL | APPLE INC | $251.4M | 5.17% | 990,565 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $175.4M | 3.61% | 473,765 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $160.8M | 3.31% | 921,987 | Trimmed |
| 8 | IEFA | ISHARES TR | $139.4M | 2.87% | 1.5M | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $108.6M | 2.23% | 338,497 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $78.2M | 1.61% | 1.2M | Trimmed |
| 11 | IJR | ISHARES TR | $74.4M | 1.53% | 598,235 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $68.8M | 1.42% | 330,553 | Trimmed |
| 13 | IWF | ISHARES TR | $59.4M | 1.22% | 139,263 | Added |
| 14 | GOOG | ALPHABET INC | $57.5M | 1.18% | 200,501 | Trimmed |
| 15 | ITOT | ISHARES TR | $56.3M | 1.16% | 395,545 | Added |
| 16 | SUSA | ISHARES TR | $54.5M | 1.12% | 412,271 | Added |
| 17 | TSLA | TESLA INC | $51.0M | 1.05% | 137,092 | Trimmed |
| 18 | IWD | ISHARES TR | $48.0M | 0.99% | 224,645 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $45.5M | 0.93% | 564,241 | Added |
| 20 | USFR | WISDOMTREE TR | $43.7M | 0.90% | 868,238 | Added |
| 21 | ESGD | ISHARES TR | $42.0M | 0.86% | 439,002 | Added |
| 22 | AVGO | BROADCOM INC | $39.3M | 0.81% | 127,103 | Trimmed |
| 23 | NUSC | NUSHARES ETF TR | $37.4M | 0.77% | 830,709 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $36.6M | 0.75% | 56,299 | Added |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $35.7M | 0.73% | 916,983 | Added |
Source: SEC Form 13F filings · as of 2026-03-31