HoldingsChannel.com
Mission Wealth Management LP Top Holdings
As of  06/30/2023, 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
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 953,005 +41,788 $269,662
     VUG953,005+41,788$269,662
VANGUARD INDEX FDS (VTV) 1,763,514 +138,195 $250,595
     VTV1,763,514+138,195$250,595
VANGUARD INDEX FDS (VB) 795,742 +53,157 $158,265
     VB795,742+53,157$158,265
ISHARES TR (IEFA) 2,294,208 +334,057 $154,859
     IEFA2,294,208+334,057$154,859
VANGUARD BD INDEX FDS (BND) 1,645,805 +778,203 $119,634
     BND1,645,805+778,203$119,634
APPLE INC      $106,668
     AAPL581,221+44,292$112,739
     Put31,500+3,500$6,110
     Call200-100$39
VANGUARD INDEX FDS (VTI) 389,375 -6,641 $85,771
     VTI389,375-6,641$85,771
MICROSOFT CORP      $82,469
     MSFT259,971+15,795$88,531
     Put17,800+8,900$6,062
VANGUARD TAX MANAGED FDS (VEA) 1,214,712 -28,689 $56,095
     VEA1,214,712-28,689$56,095
SPDR SER TR (SPIB) 1,529,732 +155,080 $49,120
     SPIB1,529,732+155,080$49,120
WISDOMTREE TR 910,270 -907,942 $45,805
     USFR910,270-907,942$45,805
ISHARES TR (ITOT) 412,249 -8,359 $40,334
     ITOT412,249-8,359$40,334
ISHARES TR (SUSA) 428,400 +17,284 $40,115
     SUSA428,400+17,284$40,115
ISHARES TR (IJR) 402,463 -6,889 $40,105
     IJR402,463-6,889$40,105
THE TRADE DESK INC 496,628 +172,660 $38,350
     TTD496,628+172,660$38,350
ISHARES TR (IWF) 114,452 -6,765 $31,495
     IWF114,452-6,765$31,495
NUSHARES ETF TR (NUSC) 782,143 +44,901 $28,931
     NUSC782,143+44,901$28,931
TESLA INC      $26,714
     TSLA109,152+3,926$28,573
     Put7,100+2,700$1,859
DIMENSIONAL ETF TRUST (DFAI) 939,622 +14,879 $25,670
     DFAI939,622+14,879$25,670
DIMENSIONAL ETF TRUST (DFAE) 985,719 +191,987 $23,125
     DFAE985,719+191,987$23,125
ISHARES TR (IWD) 142,248 -7,608 $22,451
     IWD142,248-7,608$22,451
VANGUARD INTL EQUITY INDEX F (VWO) 551,867 -18,160 $22,450
     VWO551,867-18,160$22,450
ISHARES TR (ESGD) 264,201 +25,328 $19,268
     ESGD264,201+25,328$19,268
ISHARES TR (USRT) 367,820 +25,092 $18,910
     USRT367,820+25,092$18,910
ISHARES INC (IEMG) 377,722 -72,299 $18,618
     IEMG377,722-72,299$18,618
ISHARES INC (ESGE) 578,885 +39,929 $18,310
     ESGE578,885+39,929$18,310
AMAZON COM INC      $17,203
     AMZN135,365-2,934$17,646
     Put3,700-900$482
     Call300-29,900$39
READY CAPITAL CORP 1,282,465 -180,622 $14,466
     RC1,282,465-180,622$14,466
ISHARES TR (ESGU) 141,677 -5,585 $13,808
     ESGU141,677-5,585$13,808
SPDR S&P 500 ETF TR (SPY)      $13,367
     SPY26,156-928$11,594
     Call4,000UNCH$1,773
DIMENSIONAL ETF TRUST (DFAS) 225,121 +18,339 $12,337
     DFAS225,121+18,339$12,337
DIMENSIONAL ETF TRUST (DFAU) 380,295 +52,809 $11,785
     DFAU380,295+52,809$11,785
ISHARES TR (SCZ) 194,240 +3,952 $11,456
     SCZ194,240+3,952$11,456
JOHNSON & JOHNSON      $11,213
     JNJ79,243+3,870$13,116
     Put11,500-2,000$1,903
ALPHABET INC      $11,194
     GOOG93,536+4,245$11,315
     Put6,000+6,000$726
     Call5,000-14,000$605
ISHARES TR (SDG) 135,898 -1,387 $10,743
     SDG135,898-1,387$10,743
NVIDIA CORPORATION      $10,510
     NVDA27,643-2,301$11,694
     Put3,000+3,000$1,269
     Call200UNCH$85
INTUITIVE SURGICAL INC 30,489 -123 $10,425
     ISRG30,489-123$10,425
UNITEDHEALTH GROUP INC      $10,050
     UNH22,310-361$10,723
     Put1,400-1,900$673
VANGUARD INDEX FDS (VNQ) 118,656 -8,097 $9,915
     VNQ118,656-8,097$9,915
APPLIED MATLS INC      $9,813
     AMAT69,891-671$10,102
     Put2,000-1,000$289
VANGUARD SPECIALIZED FUNDS (VIG) 59,470 +4,094 $9,660
     VIG59,470+4,094$9,660
SSGA ACTIVE ETF TR (SRLN) 224,016 -3,921 $9,380
     SRLN224,016-3,921$9,380
SPDR SER TR (SDY) 68,265 -270 $8,368
     SDY68,265-270$8,368
BOEING CO 38,541 -235 $8,138
     BA38,541-235$8,138
APPFOLIO INC 46,765 +23,951 $8,050
     APPF46,765+23,951$8,050
HOME DEPOT INC      $8,028
     HD31,844+5,650$9,892
     Put6,000+1,000$1,864
ISHARES TR (IYR) 90,348 -1,574 $7,819
     IYR90,348-1,574$7,819
ISHARES TR (CMF) 132,997 -2,710 $7,574
     CMF132,997-2,710$7,574
SHERWIN WILLIAMS CO      $7,476
     SHW29,558-552$7,848
     Put1,400UNCH$372

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 06/30/2023: $2,647,349
At 03/31/2023: $2,388,243

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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