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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 12 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FNDF SCHWAB STRATEGIC TR 68,750.0 $3.6M 0.04% NEW $52.76 +5.8%
222 MS MORGAN STANLEY Financial Services 17,293.0 $3.6M 0.04% NEW $209.04 +3.0%
223 VNQI VANGUARD INTL EQUITY INDEX F 80,137.0 $3.6M 0.04% NEW $44.85 +2.2%
224 NOC NORTHROP GRUMMAN CORP Industrials 7,049.0 $3.6M 0.04% NEW $509.33 +6.6%
225 SCHV SCHWAB STRATEGIC TR 102,488.0 $3.6M 0.04% NEW $34.81 +0.2%
226 LIN LINDE PLC Basic Materials 6,847.0 $3.6M 0.04% NEW $518.92 -6.4%
227 SBUX STARBUCKS CORP Consumer Cyclical 34,723.0 $3.5M 0.04% NEW $102.19 +3.7%
228 VBK VANGUARD INDEX FDS 9,631.0 $3.5M 0.04% NEW $365.69 -2.7%
229 BMY BRISTOL-MYERS SQUIBB CO Healthcare 59,419.0 $3.4M 0.04% NEW $57.62 +17.5%
230 VEEV VEEVA SYS INC Healthcare 19,035.0 $3.4M 0.04% NEW $177.47 +37.6%
231 DLN WISDOMTREE TR 34,742.0 $3.3M 0.04% NEW $96.32 +4.8%
232 SPUS TIDAL TRUST I 58,119.0 $3.3M 0.04% NEW $57.50 +1.5%
233 PTF INVESCO EXCHANGE TRADED FD T 24,300.0 $3.3M 0.04% NEW $136.31 -26.3%
234 DHR DANAHER CORP DEL Healthcare 17,265.0 $3.3M 0.04% NEW $190.47 +13.1%
235 VZ VERIZON COMMUNICATIONS INC Communication Services 76,268.0 $3.2M 0.04% NEW $42.34 +18.5%
236 GWX SPDR INDEX SHS FDS 73,737.0 $3.2M 0.04% NEW $43.76 +6.6%
237 DIS DISNEY WALT CO Communication Services 32,931.0 $3.2M 0.04% NEW $96.25 +15.7%
238 IVE ISHARES TR 13,824.0 $3.1M 0.04% NEW $227.06 +4.6%
239 PM PHILIP MORRIS INTL INC Consumer Defensive 17,282.0 $3.1M 0.04% NEW $180.91 +6.5%
240 VWOB VANGUARD WHITEHALL FDS 46,476.0 $3.1M 0.04% NEW $67.24 -1.5%
Page 12 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%