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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 40 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 REMX VANECK ETF TRUST 4,259.0 $377K 0.01% NEW $88.49 -11.0%
782 EFAV ISHARES TR 4,293.0 $377K 0.01% NEW $87.72 +8.1%
783 AYI ACUITY INC Industrials 999.0 $376K 0.01% NEW $376.42 -9.7%
784 GSLC GOLDMAN SACHS ETF TR 2,645.0 $375K 0.01% NEW $141.89 +3.0%
785 HST HOST HOTELS & RESORTS INC Real Estate 15,752.0 $373K 0.01% NEW $23.71 -2.7%
786 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 500.0 $373K 0.01% NEW $746.77 +2.4%
787 ERII ENERGY RECOVERY INC Industrials 41,014.0 $370K 0.01% NEW $9.02 -13.2%
788 AIG AMERICAN INTL GROUP INC Financial Services 4,950.0 $369K 0.01% NEW $74.53 +2.9%
789 CGGO CAPITAL GROUP GBL GROWTH EQT 8,693.0 $368K 0.00% NEW $42.33 -4.2%
790 MKC MCCORMICK & CO INC Consumer Defensive 7,296.0 $368K 0.00% NEW $50.42 +8.1%
791 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,054.0 $367K 0.00% NEW $178.55 +4.9%
792 RGA REINSURANCE GROUP AMER INC Financial Services 1,725.0 $367K 0.00% NEW $212.59 +14.8%
793 TDY TELEDYNE TECHNOLOGIES INC Technology 548.0 $366K 0.00% NEW $667.82 -6.2%
794 DEO DIAGEO PLC Consumer Defensive 4,552.0 $366K 0.00% NEW $80.39 +18.1%
795 DFAW DIMENSIONAL ETF TRUST 4,420.0 $366K 0.00% NEW $82.79 +2.9%
796 ATI ATI INC Industrials 1,856.0 $366K 0.00% NEW $197.09 +8.3%
797 WAL WESTERN ALLIANCE BANCORP Financial Services 4,447.0 $366K 0.00% NEW $82.20 -3.6%
798 SOXX ISHARES TR 565.0 $362K 0.00% NEW $640.59 -19.9%
799 FSMD FIDELITY COVINGTON TRUST 6,837.0 $361K 0.00% NEW $52.85 -2.4%
800 EQNR EQUINOR ASA Energy 11,503.0 $361K 0.00% NEW $31.40 +32.0%
Page 40 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%