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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 46 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VFC V F CORP Consumer Cyclical 16,923.0 $282K 0.00% NEW $16.68 -14.2%
902 TPR TAPESTRY INC Consumer Cyclical 1,924.0 $282K 0.00% NEW $146.40 -9.7%
903 FCOM FIDELITY COVINGTON TRUST 4,020.0 $279K 0.00% NEW $69.49 +1.9%
904 TDG TRANSDIGM GROUP INC Industrials 210.0 $279K 0.00% NEW $1329.81 -9.8%
905 FSLR FIRST SOLAR INC Energy 1,182.0 $279K 0.00% NEW $235.91 -11.7%
906 PYPL PAYPAL HLDGS INC Financial Services 6,457.0 $279K 0.00% NEW $43.18 +42.8%
907 IQVIA HLDGS INC 1,443.0 $279K 0.00% NEW $193.16
908 MLI MUELLER INDS INC Industrials 4,482.0 $275K 0.00% NEW $61.47 +3.2%
909 FIVE FIVE BELOW INC Consumer Cyclical 1,521.0 $273K 0.00% NEW $179.78 +46.1%
910 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,833.0 $273K 0.00% NEW $40.01 +15.9%
911 SYF SYNCHRONY FINANCIAL Financial Services 3,594.0 $273K 0.00% NEW $76.04 +5.2%
912 BE BLOOM ENERGY CORP Industrials 901.0 $273K 0.00% NEW $302.64 -32.6%
913 ROK ROCKWELL AUTOMATION INC Industrials 550.0 $272K 0.00% NEW $495.36 -13.3%
914 SCHI SCHWAB STRATEGIC TR 12,013.0 $272K 0.00% NEW $22.64 -1.8%
915 BUNGE GLOBAL SA 2,531.0 $270K 0.00% NEW $106.73
916 FNDC SCHWAB STRATEGIC TR 5,554.0 $270K 0.00% NEW $48.56 +5.0%
917 EWBC EAST WEST BANCORP INC Financial Services 2,087.0 $269K 0.00% NEW $129.07 -0.1%
918 EXP EAGLE MATLS INC Basic Materials 1,196.0 $269K 0.00% NEW $225.00 -9.2%
919 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,395.0 $269K 0.00% NEW $79.22 +8.3%
920 ING ING GROEP N.V. Financial Services 8,519.0 $267K 0.00% NEW $31.38 +11.6%
Page 46 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%