Mission Wealth Management, LP - Q42025 Holdings

Mission Wealth Management, LP holds 702 stocks with a total portfolio value of $ 5.01B as of Q42025. In Q42025, Mission Wealth Management, LP added 62 new positions, increased stakes in 232 stocks, reduced 363 holdings, and fully exited 28 positions. The largest holding is Vanguard Index Fds (VUG), representing 9.55% of the total portfolio.