HoldingsChannel.com
Mission Wealth Management LP Top Holdings
As of  06/30/2022, below is a summary of the Mission Wealth Management LP top holdings by largest position size, as per the latest 13f filing made by Mission Wealth Management LP. In the Mission Wealth Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Mission Wealth Management LP in that top holding, then the share count change between reporting periods, and finally the Mission Wealth Management LP top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 1,465,798 +57,583 $193,309
     VTV1,465,798+57,583$193,309
VANGUARD INDEX FDS (VUG) 751,802 +65,055 $167,569
     VUG751,802+65,055$167,569
VANGUARD INDEX FDS (VB) 624,775 +45,918 $110,029
     VB624,775+45,918$110,029
ISHARES TR (IEFA) 1,355,764 +44,297 $79,787
     IEFA1,355,764+44,297$79,787
VANGUARD INDEX FDS (VTI) 388,035 +93,361 $73,191
     VTI388,035+93,361$73,191
VANGUARD BD INDEX FDS (BND) 929,161 -37,398 $69,929
     BND929,161-37,398$69,929
APPLE INC      $66,062
     AAPL494,885+429$67,661
     Put12,700+2,200$1,736
     Call1,000-500$137
VANGUARD SCOTTSDALE FDS (VMBS) 1,038,271 -30,124 $49,640
     VMBS1,038,271-30,124$49,640
SPDR SER TR (SPIB) 1,497,659 -81,706 $48,869
     SPIB1,497,659-81,706$48,869
MICROSOFT CORP      $43,857
     MSFT195,465+12,071$50,201
     Put24,700+2,000$6,344
VANGUARD TAX MANAGED INTL FD (VEA) 987,487 +140,155 $40,289
     VEA987,487+140,155$40,289
ISHARES TR (ITOT) 419,386 -11,330 $35,136
     ITOT419,386-11,330$35,136
ISHARES TR (IJR) 363,221 +12,853 $33,565
     IJR363,221+12,853$33,565
ISHARES TR (SUSA) 396,460 +51,283 $31,990
     SUSA396,460+51,283$31,990
ISHARES INC (IEMG) 602,005 +52,084 $29,534
     IEMG602,005+52,084$29,534
TESLA INC      $23,223
     TSLA33,985+1,732$22,886
     Call500+100$337
VANGUARD INTL EQUITY INDEX F (VWO) 532,214 +21,794 $22,167
     VWO532,214+21,794$22,167
READY CAPITAL CORP 1,779,472 +1,779,472 $21,215
     RC1,779,472+1,779,472$21,215
NUSHARES ETF TR (NUSC) 646,556 +103,033 $21,214
     NUSC646,556+103,033$21,214
ISHARES TR (USRT) 335,769 -15,588 $17,930
     USRT335,769-15,588$17,930
AMAZON COM INC      $15,037
     AMZN112,378+106,980$11,936
     Call30,000+29,500$3,186
     Put800+400$85
THE TRADE DESK INC 343,481 +13,923 $14,388
     TTD343,481-8,777$14,388
SSGA ACTIVE ETF TR (SRLN) 334,159 +24,231 $13,914
     SRLN334,159+24,231$13,914
ISHARES INC (ESGE) 426,389 +68,163 $13,777
     ESGE426,389+68,163$13,777
ISHARES TR (SCZ) 251,100 +9,284 $13,708
     SCZ251,100+9,284$13,708
ISHARES TR (CMF) 233,771 -709,615 $13,199
     CMF233,771-709,615$13,199
ISHARES TR (IWF) 53,671 +17,196 $11,738
     IWF53,671+17,196$11,738
JOHNSON & JOHNSON      $11,641
     JNJ76,079+8,815$13,505
     Put10,500+8,500$1,864
ISHARES TR (SDG) 145,142 +25,276 $11,594
     SDG145,142+25,276$11,594
DIMENSIONAL ETF TRUST (DFAI) 440,669 +163,069 $10,638
     DFAI440,669+163,069$10,638
SPDR S&P 500 ETF TR (SPY)      $10,266
     SPY27,112+768$10,228
     Call100UNCH$38
ALPHABET INC      $9,654
     GOOG3,113+167$6,810
     Call1,300+100$2,844
VANGUARD INDEX FDS (VNQ) 105,904 +4,570 $9,649
     VNQ105,904+4,570$9,649
ISHARES TR (ESGD) 143,943 +9,704 $9,034
     ESGD143,943+9,704$9,034
UNITEDHEALTH GROUP INC      $8,701
     UNH21,541+3,764$11,064
     Put4,600+500$2,363
SCHWAB STRATEGIC TR 235,045 -19,082 $7,340
     SCHC235,045-19,082$7,340
ISHARES TR (IWD) 48,530 +27,149 $7,035
     IWD48,530+27,149$7,035
DIMENSIONAL ETF TRUST (DFAU) 264,912 +51,703 $7,002
     DFAU264,912+51,703$7,002
VANGUARD WHITEHALL FDS (VYM) 68,162 -905 $6,932
     VYM68,162-905$6,932
WISDOMTREE TR 151,050 -4,375 $6,864
     DWM151,050-4,375$6,864
APPLIED MATLS INC 75,066 +1,736 $6,829
     AMAT75,066+1,736$6,829
SCHWAB STRATEGIC TR 211,132 +58 $6,640
     SCHF211,132+58$6,640
DIMENSIONAL ETF TRUST (DFAS) 132,312 +16,443 $6,351
     DFAS132,312+16,443$6,351
HOME DEPOT INC      $6,230
     HD26,117+1,875$7,163
     Put3,500UNCH$960
     Call100+100$27
INTUITIVE SURGICAL INC 30,292 +1,142 $6,080
     ISRG30,292+1,142$6,080
EDWARDS LIFESCIENCES CORP 63,051 +156 $5,996
     EW63,051+156$5,996
PROCTER AND GAMBLE CO 41,344 +9,546 $5,945
     PG41,344+9,546$5,945
VEEVA SYS INC 27,622 -54 $5,470
     VEEV27,622-54$5,470
TEXAS PACIFIC LAND CORPORATI 3,454 +847 $5,140
     TPL3,454+847$5,140
BOEING CO 37,321 +1,532 $5,103
     BA37,321+1,532$5,103

See Full List: All Stocks Held By Mission Wealth Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mission Wealth Management LP

Size ($ in 1000's)
At 06/30/2022: $1,902,685
At 03/31/2022: $2,163,442

Mission Wealth Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mission Wealth Management LP 13F filings. Link to 13F filings: SEC filings

Mission Wealth Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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