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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 9 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GD GENERAL DYNAMICS CORP Industrials 15,929.0 $5.6M 0.07% NEW $354.23 +8.3%
162 BBHY J P MORGAN EXCHANGE TRADED F 120,802.0 $5.6M 0.07% NEW $46.10 -0.6%
163 TJX TJX COS INC NEW Consumer Cyclical 36,417.0 $5.5M 0.07% NEW $151.50 -7.1%
164 JMSI J P MORGAN EXCHANGE TRADED F 109,115.0 $5.5M 0.07% NEW $50.44 -2.0%
165 SNDK SANDISK CORP Technology 2,407.0 $5.5M 0.07% NEW $2273.73 -34.3%
166 DFEV DIMENSIONAL ETF TRUST 127,114.0 $5.4M 0.07% NEW $42.67 -2.4%
167 ACWX ISHARES TR 70,304.0 $5.4M 0.07% NEW $76.11 +1.8%
168 GPIQ GOLDMAN SACHS ETF TR 89,977.0 $5.3M 0.07% NEW $59.31 -5.3%
169 LOW LOWES COS INC Consumer Cyclical 23,921.0 $5.3M 0.06% NEW $220.49 -1.6%
170 JEPI J P MORGAN EXCHANGE TRADED F 93,263.0 $5.3M 0.06% NEW $56.48 +2.9%
171 VBR VANGUARD INDEX FDS 21,471.0 $5.2M 0.06% NEW $242.99 +2.2%
172 UNP UNION PAC CORP Industrials 18,842.0 $5.1M 0.06% NEW $272.00 +13.9%
173 IWM ISHARES TR 17,056.0 $5.1M 0.06% NEW $300.47 -0.8%
174 AKAM AKAMAI TECHNOLOGIES INC Technology 42,899.0 $5.1M 0.06% NEW $118.21 -10.6%
175 IYR ISHARES TR 48,786.0 $5.0M 0.06% NEW $102.25 +3.1%
176 AXP AMERICAN EXPRESS CO Financial Services 14,738.0 $5.0M 0.06% NEW $338.26 -0.3%
177 PLTR PALANTIR TECHNOLOGIES INC Technology 42,339.0 $4.9M 0.06% NEW $116.67 +50.8%
178 CEG CONSTELLATION ENERGY CORP Utilities 19,662.0 $4.9M 0.06% NEW $248.37 +10.1%
179 JEPQ J P MORGAN EXCHANGE TRADED F 78,814.0 $4.8M 0.06% NEW $61.46 -3.3%
180 ETN EATON CORP PLC Industrials 11,059.0 $4.7M 0.06% NEW $426.12 -4.1%
Page 9 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%