Mission Wealth Management, LP - Q12026 Holdings

Mission Wealth Management, LP holds 703 stocks with a total portfolio value of $ 4.86B as of Q12026. In Q12026, Mission Wealth Management, LP added 54 new positions, increased stakes in 224 stocks, reduced 381 holdings, and fully exited 53 positions. The largest holding is Vanguard Index Fds (VTV), representing 9.70% of the total portfolio.