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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 5 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMH VANECK ETF TRUST 22,458.0 $14.7M 0.18% NEW $655.88 -16.6%
82 NULG NUSHARES ETF TR 124,436.0 $14.6M 0.18% NEW $117.06 -3.1%
83 VYM VANGUARD WHITEHALL FDS 90,346.0 $14.3M 0.17% NEW $158.03 +4.5%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 29,855.0 $14.3M 0.17% NEW $477.55 -14.1%
85 VSGX VANGUARD WORLD FD 169,253.0 $13.9M 0.17% NEW $82.34 +0.7%
86 VGT VANGUARD WORLD FD 115,086.0 $13.8M 0.17% NEW $119.52 -2.6%
87 BLK BLACKROCK INC Financial Services 14,160.0 $13.6M 0.17% NEW $961.56 +21.9%
88 URI UNITED RENTALS INC Industrials 11,686.0 $13.2M 0.16% NEW $1132.90 -4.4%
89 DE DEERE & CO Industrials 20,652.0 $13.1M 0.16% NEW $634.32 +2.3%
90 CSCO CISCO SYS INC Technology 110,868.0 $13.0M 0.16% NEW $117.46 -6.2%
91 CRWD CROWDSTRIKE HLDGS INC Technology 67,052.0 $12.8M 0.16% NEW $47.70 +299.8%
92 BERKSHIRE HATHAWAY INC DEL 17.0 $12.7M 0.16% NEW $748850.00
93 NULV NUSHARES ETF TR 245,765.0 $12.3M 0.15% NEW $49.99 +6.9%
94 PG PROCTER & GAMBLE CO Consumer Defensive 83,622.0 $12.3M 0.15% NEW $146.64 -0.0%
95 TXN TEXAS INSTRS INC Technology 40,275.0 $12.0M 0.15% NEW $298.08 -13.1%
96 NUDM NUSHARES ETF TR 299,935.0 $12.0M 0.15% NEW $40.02 +3.2%
97 VCRB VANGUARD MALVERN FDS 151,560.0 $11.7M 0.14% NEW $77.23 -1.5%
98 DFIV DIMENSIONAL ETF TRUST 208,768.0 $11.3M 0.14% NEW $54.02 +7.8%
99 MOAT VANECK ETF TRUST 106,524.0 $11.1M 0.14% NEW $103.96 +10.3%
100 VYMI VANGUARD WHITEHALL FDS 112,087.0 $11.0M 0.14% NEW $98.20 +7.1%
Page 5 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%