MISSION WEALTH MANAGEMENT, LP - Portfolio Stock Holdings
MISSION WEALTH MANAGEMENT, LP disclosed 1024 stock positions in a recent SEC 13F filing. $6,177,760,577 of stock holdings were filed, with the largest holdings including VUG, VTV, and AVDE. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 15, 2026.We estimate the fund has a total AUM of $17,001,545,425 and has 220 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1024Est. Stock Holding Value:
$6,177,760,577Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - MISSION WEALTH MANAGEMENT, LP
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - MISSION WEALTH MANAGEMENT, LP
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...