Holdings
Mission Wealth Management, LP
As of Sep 30, 2026, Mission Wealth Management, LP reported 725 positions worth US$6.05B. Largest: Vanguard Morningstar Growth ETF, Vanguard Morningstar Value ETF and Avantis International Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Growth ETF | 5.77M | US$520M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 2.36M | US$509M | new | Sep 30, 2026 |
| Avantis International Equity ETF | 3.85M | US$347M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 1.11M | US$315M | new | Sep 30, 2026 |
| Apple Inc | 931K | US$310M | −281K | Sep 30, 2026 |
| Microsoft Corp. | 518K | US$266M | −126K | Sep 30, 2026 |
| Nvidia Corporation | 968K | US$221M | −665K | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 464K | US$174M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 379K | US$130M | −162K | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 1.24M | US$120M | new | Sep 30, 2026 |