MISSION WEALTH MANAGEMENT, LP - Portfolio Stock Holdings
MISSION WEALTH MANAGEMENT, LP disclosed 749 stock positions in a recent SEC 13F filing. $4,333,520,967 of stock holdings were filed, with the largest holdings including VTV, VB, and AVDE. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $13,912,131,150 and has 184 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
749Est. Stock Holding Value:
$4,333,520,967Top Stock Holdings By Sector
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Portfolio Stock Holdings - MISSION WEALTH MANAGEMENT, LP
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Portfolio Options Holdings - MISSION WEALTH MANAGEMENT, LP
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