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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 44 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CUBE CUBESMART Real Estate 7,930.0 $315K 0.00% NEW $39.77 +2.9%
862 AVUV AMERICAN CENTY ETF TR 2,522.0 $315K 0.00% NEW $124.78 +0.8%
863 GRID FIRST TR EXCHANGE-TRADED FD 1,641.0 $315K 0.00% NEW $191.75 -7.1%
864 TQQQ PROSHARES TR 3,884.0 $315K 0.00% NEW $81.00 -14.8%
865 AXS AXIS CAP HLDGS LTD Financial Services 2,925.0 $314K 0.00% NEW $107.44 -7.5%
866 FNB F N B CORP Financial Services 16,326.0 $312K 0.00% NEW $19.08 -3.1%
867 BCC BOISE CASCADE CO DEL Basic Materials 3,994.0 $310K 0.00% NEW $77.63 +5.9%
868 AELUMA INC 13,983.0 $309K 0.00% NEW $22.08
869 OMF ONEMAIN HLDGS INC Financial Services 5,057.0 $308K 0.00% NEW $60.97 +3.1%
870 GFS GLOBALFOUNDRIES INC Technology 3,718.0 $306K 0.00% NEW $82.41 -44.2%
871 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,185.0 $306K 0.00% NEW $96.12 -49.1%
872 MKSI MKS INC. Technology 686.0 $305K 0.00% NEW $444.80 -39.5%
873 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,462.0 $301K 0.00% NEW $206.03 +9.5%
874 HRB BLOCK H & R INC Consumer Cyclical 7,904.0 $301K 0.00% NEW $38.08 +41.0%
875 XJR ISHARES TR 5,703.0 $301K 0.00% NEW $52.75 -1.8%
876 HODL VANECK BITCOIN ETF 18,083.0 $300K 0.00% NEW $16.61 +34.1%
877 LEN LENNAR CORP Consumer Cyclical 3,297.0 $298K 0.00% NEW $90.49 -2.6%
878 MRVL CALL MARVELL TECHNOLOGY INC Technology 1,000.0 $298K 0.00% NEW $297.89 -23.0%
879 FLR FLUOR CORP Industrials 5,685.0 $298K 0.00% NEW $52.39 -2.1%
880 FREL FIDELITY COVINGTON TRUST 10,157.0 $298K 0.00% NEW $29.30 +2.7%
Page 44 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%