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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 31 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IWN ISHARES TR 2,926.0 $647K 0.01% NEW $221.22 +1.5%
602 SGOL ETFS GOLD TR Financial Services 16,833.0 $644K 0.01% NEW $38.23 +16.2%
603 NXPI NXP SEMICONDUCTORS N V Technology 2,278.0 $640K 0.01% NEW $281.03 -20.0%
604 MTB M & T BK CORP Financial Services 2,672.0 $636K 0.01% NEW $238.04 +1.0%
605 ED CONSOLIDATED EDISON INC Utilities 5,704.0 $631K 0.01% NEW $110.64 -3.2%
606 GRMN GARMIN LTD Technology 2,634.0 $626K 0.01% NEW $237.58 +21.5%
607 GLP GLOBAL PARTNERS LP Energy 13,402.0 $624K 0.01% NEW $46.59 +6.8%
608 NKE NIKE INC Consumer Cyclical 15,183.0 $623K 0.01% NEW $41.05 -3.8%
609 WEC WEC ENERGY GROUP INC Utilities 5,337.0 $623K 0.01% NEW $116.77 -8.6%
610 RELX RELX PLC Communication Services 19,494.0 $617K 0.01% NEW $31.67 +13.3%
611 SPDW SPDR INDEX SHS FDS 12,240.0 $617K 0.01% NEW $50.39 +3.8%
612 CLX CLOROX CO DEL Consumer Defensive 6,461.0 $617K 0.01% NEW $95.43 +10.0%
613 SCHO SCHWAB STRATEGIC TR 25,224.0 $609K 0.01% NEW $24.14 -0.1%
614 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,660.0 $607K 0.01% NEW $91.20 -19.4%
615 CIEN CIENA CORP Technology 1,236.0 $606K 0.01% NEW $490.38 -20.9%
616 VGIT VANGUARD SCOTTSDALE FDS 10,243.0 $604K 0.01% NEW $58.98 -0.7%
617 HWM HOWMET AEROSPACE INC Industrials 2,247.0 $604K 0.01% NEW $268.77 -1.8%
618 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,356.0 $603K 0.01% NEW $255.90 +32.1%
619 VRSN VERISIGN INC Technology 2,388.0 $601K 0.01% NEW $251.54 +16.8%
620 LLY CALL ELI LILLY & CO Healthcare 500.0 $600K 0.01% NEW $1199.43 +2.8%
Page 31 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%