MISSION WEALTH MANAGEMENT, LP: 13F holdings
CIK 16453822026Q2
| Positions | 1,016 |
|---|---|
| Reported value | $8.2bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD INDEX FDS | 3,111,513 | $678.1m | 8.3% |
| VUG VANGUARD INDEX FDS | 7,536,277 | $649.2m | 7.9% |
| AVDE AMERICAN CENTY ETF TR | 5,149,175 | $459.3m | 5.6% |
| VB VANGUARD INDEX FDS | 1,478,793 | $448.3m | 5.5% |
| AAPL APPLE INC | 1,211,951 | $350.7m | 4.3% |
| NVDA NVIDIA CORPORATION | 1,633,087 | $326.8m | 4.0% |
| MSFT MICROSOFT CORP | 644,605 | $240.5m | 2.9% |
| VTI VANGUARD INDEX FDS | 502,084 | $185.8m | 2.3% |
| IEFA ISHARES TR | 1,800,023 | $173.8m | 2.1% |
| AMZN AMAZON COM INC | 592,268 | $141.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1645382")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.