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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 13 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VDE VANGUARD WORLD FD 20,738.0 $3.1M 0.04% NEW $150.13 +18.5%
242 NVS NOVARTIS AG Healthcare 19,690.0 $3.1M 0.04% NEW $156.72 +0.8%
243 PYLD PIMCO ETF TR 115,096.0 $3.1M 0.04% NEW $26.52 -1.2%
244 DIA STATE STR SPDR DOW JONES IND Financial Services 5,816.0 $3.0M 0.04% NEW $522.43 +2.1%
245 VO VANGUARD INDEX FDS 36,453.0 $2.9M 0.04% NEW $80.57 +2.8%
246 VSS VANGUARD INTL EQUITY INDEX F 18,936.0 $2.9M 0.04% NEW $154.29 +3.0%
247 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,540.0 $2.9M 0.04% NEW $386.70 +4.1%
248 EEM ISHARES TR 41,924.0 $2.9M 0.04% NEW $68.41 -3.4%
249 SYK STRYKER CORPORATION Healthcare 9,008.0 $2.8M 0.04% NEW $314.83 +4.1%
250 HONEYWELL INTL INC 12,664.0 $2.8M 0.04% NEW $223.89
251 MYRG MYR GROUP INC Industrials 5,607.0 $2.8M 0.03% NEW $500.40 -39.0%
252 HONEYWELL AEROSPACE INC 12,623.0 $2.8M 0.03% NEW $221.07
253 NET CLOUDFLARE INC Technology 11,340.0 $2.8M 0.03% NEW $245.28 +14.4%
254 CRM SALESFORCE INC Technology 17,471.0 $2.7M 0.03% NEW $156.66 +33.4%
255 AFL PUT AFLAC INC Financial Services 23,200.0 $2.7M 0.03% NEW $117.25 +0.8%
256 TMUS T-MOBILE US INC Communication Services 16,035.0 $2.7M 0.03% NEW $167.73 +8.9%
257 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 21,846.0 $2.7M 0.03% NEW $123.11 +32.4%
258 POWL POWELL INDS INC Industrials 9,325.0 $2.7M 0.03% NEW $286.36 -34.0%
259 META PUT META PLATFORMS INC Communication Services 4,700.0 $2.6M 0.03% NEW $563.29 -0.8%
260 SHOP SHOPIFY INC Technology 23,152.0 $2.6M 0.03% NEW $114.18 +31.2%
Page 13 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%