MISSION WEALTH MANAGEMENT, LP - Portfolio Stock Holdings
MISSION WEALTH MANAGEMENT, LP disclosed 1030 stock positions in a recent SEC 13F filing. $8,022,979,503 of stock holdings were filed, with the largest holdings including VTV, VUG, and AVDE. This filing represented positions held on June 30, 2026, and was filed on July 20, 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:
June 30, 2026No. of Stocks:
1030Est. Stock Holding Value:
$8,022,979,503Top Stock Holdings By Sector
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Portfolio Stock Holdings - MISSION WEALTH MANAGEMENT, LP
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% of Portfolio
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