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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 3 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIQ GLOBAL X FDS 12,453.0 $817K 0.68% +576.0 +4.8% $65.61 -2.2%
42 SGOL ETFS GOLD TR Financial Services 19,446.0 $743K 0.62% -718.0 -3.6% $38.23 +14.5%
43 V VISA INC Financial Services 2,089.0 $717K 0.59% +73.0 +3.6% $343.14 +11.1%
44 IAU ISHARES GOLD TR Financial Services 9,273.0 $700K 0.58% +2K +32.7% $75.51 +14.5%
45 VUG VANGUARD INDEX FDS 8,097.0 $697K 0.58% +6K +396.1% $86.14 +2.7%
46 XT ISHARES TR 8,363.0 $691K 0.57% $82.63 +0.7%
47 MU MICRON TECHNOLOGY INC Technology 591.0 $682K 0.57% NEW $1153.40 -21.1%
48 DFAT DIMENSIONAL ETF TRUST 9,309.0 $651K 0.54% +143.0 +1.6% $69.90 +2.1%
49 STRL STERLING INFRASTRUCTURE INC Industrials 772.0 $648K 0.54% +167.0 +27.6% $839.36 -41.0%
50 META META PLATFORMS INC Communication Services 1,131.0 $637K 0.53% +88.0 +8.4% $563.13 +1.5%
51 DMAR FIRST TR EXCHNG TRADED FD VI 13,844.0 $619K 0.51% $44.73 +1.7%
52 DJUN FIRST TR EXCHNG TRADED FD VI 12,512.0 $617K 0.51% $49.28 +1.8%
53 JNJ JOHNSON & JOHNSON Healthcare 2,422.0 $615K 0.51% +55.0 +2.3% $254.00 +5.1%
54 ABBV ABBVIE INC Healthcare 2,291.0 $577K 0.48% $251.68 +2.9%
55 QQQ INVESCO QQQ TR Financial Services 766.0 $564K 0.47% -43.0 -5.3% $736.55 -2.6%
56 FAPR FIRST TR EXCHNG TRADED FD VI 11,997.0 $561K 0.47% +811.0 +7.2% $46.74 +2.2%
57 VYM VANGUARD WHITEHALL FDS 3,535.0 $559K 0.46% -236.0 -6.3% $158.04 +4.1%
58 XLK SELECT SECTOR SPDR TR 2,921.0 $557K 0.46% +159.0 +5.8% $190.53 -1.9%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,165.0 $556K 0.46% +232.0 +24.9% $477.55 -11.2%
60 CVX CHEVRON CORPORATION Energy 3,342.0 $554K 0.46% -232.0 -6.5% $165.75 +19.7%
Page 3 of 8  ·  158 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%