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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 6 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PANW PALO ALTO NETWORKS INC Technology 31,241.0 $10.7M 0.13% NEW $341.03 +2.9%
102 BAC BANK OF AMER CORP Financial Services 186,562.0 $10.6M 0.13% NEW $56.98 +9.4%
103 VXUS VANGUARD STAR FDS 118,123.0 $10.1M 0.12% NEW $85.49 +2.0%
104 GS GOLDMAN SACHS GROUP INC Financial Services 9,953.0 $10.1M 0.12% NEW $1011.33 +2.5%
105 BIV VANGUARD BD INDEX FDS 130,457.0 $10.0M 0.12% NEW $76.70 -1.5%
106 GE GE AEROSPACE Industrials 26,404.0 $9.9M 0.12% NEW $373.74 -8.5%
107 IEMG ISHARES INC 117,945.0 $9.8M 0.12% NEW $82.84 -2.8%
108 XLK SELECT SECTOR SPDR TR 51,000.0 $9.7M 0.12% NEW $190.52 -5.5%
109 ESML ISHARES TR 172,992.0 $9.7M 0.12% NEW $55.93 -1.0%
110 WDC WESTERN DIGITAL CORP Technology 14,600.0 $9.3M 0.11% NEW $638.72 -31.8%
111 MRK MERCK & CO INC Healthcare 72,281.0 $9.3M 0.11% NEW $128.50 +17.3%
112 VEU VANGUARD INTL EQUITY INDEX F 110,364.0 $9.2M 0.11% NEW $83.75 +1.7%
113 AMGN AMGEN INC Healthcare 25,436.0 $9.2M 0.11% NEW $362.13 +22.6%
114 DFIC DIMENSIONAL ETF TRUST 246,056.0 $9.2M 0.11% NEW $37.26 +5.6%
115 VONV VANGUARD SCOTTSDALE FDS 85,387.0 $9.1M 0.11% NEW $106.31 +6.6%
116 VNQ VANGUARD INDEX FDS 93,823.0 $9.0M 0.11% NEW $96.43 +2.8%
117 BSV VANGUARD BD INDEX FDS 115,941.0 $9.0M 0.11% NEW $77.91 -0.4%
118 RTX RTX CORPORATION Industrials 46,959.0 $8.9M 0.11% NEW $189.73 +10.3%
119 IBM INTERNATIONAL BUSINESS MACHS Technology 31,091.0 $8.7M 0.11% NEW $281.21 -17.8%
120 MDYV SPDR SERIES TRUST 91,455.0 $8.7M 0.11% NEW $94.85 +0.4%
Page 6 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%