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Portfolio (Quarterly) Guide ↗

MISSION WEALTH MANAGEMENT, LP

· CIK 0001645382
13F Portfolio $8.2B AUM 1,069 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1069 New
Page 11 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ANET ARISTA NETWORKS INC Technology 24,034.0 $4.1M 0.05% NEW $169.88 +10.8%
202 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,170.0 $4.1M 0.05% NEW $496.70 +10.2%
203 SPYG SPDR SERIES TRUST 33,948.0 $4.0M 0.05% NEW $118.99 +0.3%
204 SPIB SPDR SERIES TRUST 119,864.0 $4.0M 0.05% NEW $33.46 -1.0%
205 TRV TRAVELERS COMPANIES INC Financial Services 12,131.0 $4.0M 0.05% NEW $330.12 +12.2%
206 CGMS CAPITAL GRP FIXED INCM ETF T 146,050.0 $4.0M 0.05% NEW $27.33 -0.6%
207 CGCB CAPITAL GRP FIXED INCM ETF T 152,088.0 $4.0M 0.05% NEW $26.18 -1.1%
208 NEE NEXTERA ENERGY INC Utilities 44,927.0 $3.9M 0.05% NEW $87.77 -4.2%
209 QCOM QUALCOMM INC Technology 21,304.0 $3.9M 0.05% NEW $184.79 -14.2%
210 NUEM NUSHARES ETF TR 91,564.0 $3.9M 0.05% NEW $42.44 -1.2%
211 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,454.0 $3.9M 0.05% NEW $370.57 -2.8%
212 SNPS SYNOPSYS INC Technology 8,508.0 $3.8M 0.05% NEW $446.08 -11.6%
213 FIX COMFORT SYS USA INC Industrials 1,914.0 $3.8M 0.05% NEW $1981.76 -18.8%
214 EW EDWARDS LIFESCIENCES CORP Healthcare 41,891.0 $3.8M 0.05% NEW $90.46 +0.0%
215 A AGILENT TECHNOLOGIES INC Healthcare 28,282.0 $3.8M 0.05% NEW $132.83 +15.5%
216 IBB ISHARES TR 19,711.0 $3.7M 0.05% NEW $190.19 +11.7%
217 DFSU DIMENSIONAL ETF TRUST 79,869.0 $3.7M 0.05% NEW $46.63 +3.4%
218 GSEW GOLDMAN SACHS ETF TR 39,350.0 $3.7M 0.04% NEW $94.42 +3.9%
219 TER TERADYNE INC Technology 7,599.0 $3.7M 0.04% NEW $483.82 -24.6%
220 MO ALTRIA GROUP INC Consumer Defensive 50,519.0 $3.6M 0.04% NEW $71.95 -4.8%
Page 11 of 54  ·  1,069 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.3%
Financial Services 11.2%
Consumer Cyclical 9.7%
Industrials 7.7%
Healthcare 6.6%
Communication Services 5.5%
Consumer Defensive 3.7%
Utilities 1.6%
Energy 1.5%
Basic Materials 0.8%