MISSION WEALTH MANAGEMENT, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -121,939 shares of $NVDA (~$22,751,379). This was a decrease of ~12% from their previous position.
- An addition of 78,556 shares of $VTV (~$14,649,908). This was an increase of ~3% over their previous position.
- A decrease of -49,683 shares of $AAPL (~$12,650,782). This was a decrease of ~5% from their previous position.
- An addition of 35,271 shares of $VB (~$8,968,710). This was an increase of ~3% over their previous position.
- An addition of 102,370 shares of $IEFA (~$8,937,925). This was an increase of ~2% over their previous position.
- A decrease of -160,527 shares of $USFR (~$8,069,692). This was a decrease of ~14% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for MISSION WEALTH MANAGEMENT, LP for more details.
