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Portfolio (Quarterly) Guide ↗

Mission Financial Group, LLC

· CIK 0002113810
13F Portfolio $121M AUM 158 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2025 · All 25 New 51 Added 62 Reduced 13 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,180.0 $884K 0.73% -370.0 -23.9% $749.14 +3.4%
22 DNOV FIRST TR EXCHNG TRADED FD VI 17,037.0 $875K 0.73% -561.0 -3.2% $51.35 +2.0%
23 SGOL ETFS GOLD TR Financial Services 19,446.0 $743K 0.62% -718.0 -3.6% $38.23 +14.8%
24 QQQ INVESCO QQQ TR Financial Services 766.0 $564K 0.47% -43.0 -5.3% $736.55 -2.1%
25 VYM VANGUARD WHITEHALL FDS 3,535.0 $559K 0.46% -236.0 -6.3% $158.04 +4.0%
26 CVX CHEVRON CORPORATION Energy 3,342.0 $554K 0.46% -232.0 -6.5% $165.75 +20.4%
27 RSP INVESCO EXCHANGE TRADED FD T 2,497.0 $531K 0.44% -222.0 -8.2% $212.81 +4.1%
28 YDEC FIRST TR EXCHNG TRADED FD VI 18,847.0 $519K 0.43% -1K -6.1% $27.55 +2.6%
29 FJAN FIRST TR EXCHNG TRADED FD VI 9,406.0 $518K 0.43% -325.0 -3.3% $55.09 +2.6%
30 WELL WELLTOWER INC Real Estate 2,211.0 $502K 0.42% -170.0 -7.1% $226.95 +5.5%
31 WWJD NORTHERN LTS FD TR IV 13,029.0 $497K 0.41% -100.0 -0.8% $38.13 +7.9%
32 VEU VANGUARD INTL EQUITY INDEX F 5,597.0 $469K 0.39% -603.0 -9.7% $83.75 +2.5%
33 DMAY FIRST TR EXCHNG TRADED FD VI 9,634.0 $454K 0.38% -200.0 -2.0% $47.12 +1.9%
34 NVS NOVARTIS AG Healthcare 2,762.0 $433K 0.36% -100.0 -3.5% $156.75 -1.3%
35 CENCORA INC 1,399.0 $396K 0.33% -21.0 -1.5% $282.97
36 PLTR PALANTIR TECHNOLOGIES INC Technology 3,190.0 $372K 0.31% -1K -25.0% $116.66 +59.4%
37 IEFA ISHARES TR 3,836.0 $370K 0.31% -264.0 -6.4% $96.57 +4.4%
38 FTCS FIRST TR EXCHANGE-TRADED FD 3,921.0 $368K 0.31% -1K -25.1% $93.92 +7.5%
39 CGDV CAPITAL GROUP DIVIDEND VALUE 7,459.0 $368K 0.30% -2K -19.4% $49.28 +2.4%
40 WMT WALMART INC Consumer Defensive 3,237.0 $367K 0.30% -111.0 -3.3% $113.25 -9.4%
Page 2 of 4  ·  62 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 36.3%
Financial Services 23.6%
Industrials 7.5%
Consumer Cyclical 7.3%
Communication Services 7.0%
Healthcare 6.9%
Consumer Defensive 5.0%
Utilities 2.7%
Real Estate 1.7%
Energy 1.3%