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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 24 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TOTALENERGIES SE 13,474.0 $1.0M 0.01% NEW $77.76
462 RSP INVESCO EXCHANGE TRADED FD T 4,918.0 $1.0M 0.01% NEW $212.78 +4.2%
463 OEF ISHARES TR 2,858.0 $1.0M 0.01% NEW $365.87 +3.4%
464 DAL DELTA AIR LINES INC Industrials 11,156.0 $1.0M 0.01% NEW $93.67 -10.7%
465 RDVY FIRST TR EXCHANGE TRADED FD 12,859.0 $1.0M 0.01% NEW $81.06 +1.6%
466 PCG PG&E CORP Utilities 61,736.0 $1.0M 0.01% NEW $16.82 +9.2%
467 TECHNIPFMC PLC 15,607.0 $1.0M 0.01% NEW $66.30
468 INGERSOLL RAND INC 12,596.0 $1.0M 0.01% NEW $81.99
469 CATH GLOBAL X FDS 11,660.0 $1.0M 0.01% NEW $88.50 +2.9%
470 NTRA NATERA INC Healthcare 3,795.0 $1.0M 0.01% NEW $271.45 +24.0%
471 FTEC FIDELITY COVINGTON TRUST 3,601.0 $1.0M 0.01% NEW $285.62 -1.8%
472 RSG REPUBLIC SVCS INC Industrials 4,824.0 $1.0M 0.01% NEW $213.09 +3.7%
473 FELC FIDELITY COVINGTON TRUST 24,474.0 $1.0M 0.01% NEW $41.91 +3.6%
474 WMB WILLIAMS COS INC Energy 13,743.0 $1.0M 0.01% NEW $74.34 -4.4%
475 NTNX NUTANIX INC Technology 20,042.0 $1.0M 0.01% NEW $50.96 +30.4%
476 IP INTERNATIONAL PAPER CO Consumer Cyclical 26,806.0 $1.0M 0.01% NEW $38.10 +7.6%
477 MKL MARKEL GROUP INC Financial Services 521.0 $1.0M 0.01% NEW $1952.43 -7.4%
478 DFAR DIMENSIONAL ETF TRUST 38,556.0 $1.0M 0.01% NEW $26.16 +2.0%
479 PH PARKER-HANNIFIN CORP Industrials 1,031.0 $1.0M 0.01% NEW $978.16 +3.9%
480 VIS VANGUARD WORLD FD 2,787.0 $1.0M 0.01% NEW $360.32 -5.1%
Page 24 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%