MISSION WEALTH MANAGEMENT, LP Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$4.7B
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $453.0M |
VTVVANGUARD INDEX FDS | $411.0M |
AQLTISHARES TR | $371.0M |
VBVANGUARD INDEX FDS | $256.3M |
MSFTMICROSOFT CORP | $238.4M |
AAPLAPPLE INC | $220.8M |
NVDANVIDIA CORPORATION | $176.5M |
VTIVANGUARD INDEX FDS | $99.7M |
AMZNAMAZON COM INC | $81.4M |
VEAVANGUARD TAX-MANAGED FDS | $75.2M |
IJRISHARES TR | $66.1M |
USFRWISDOMTREE TR | $59.4M |
IWFISHARES TR | $55.5M |
SUSAISHARES TR | $54.9M |
TSLATESLA INC | $49.1M |
ITOTISHARES TR | $48.8M |
IWDISHARES TR | $45.7M |
AVGOBROADCOM INC | $38.1M |
GOOGALPHABET INC | $38.0M |
ESGDISHARES TR | $37.1M |
AVEMAMERICAN CENTY ETF TR | $36.5M |
SPYSPDR S&P 500 ETF TR | $33.6M |
NUSCNUSHARES ETF TR | $32.6M |
DFAIDIMENSIONAL ETF TRUST | $32.2M |
METAMETA PLATFORMS INC | $31.9M |
ESGUISHARES TR | $31.1M |
USRTISHARES TR | $29.0M |
TTDTHE TRADE DESK INC | $26.5M |
DFAEDIMENSIONAL ETF TRUST | $26.4M |
JPMJPMORGAN CHASE & CO. | $25.9M |
NFLXNETFLIX INC | $25.6M |
DFUVDIMENSIONAL ETF TRUST | $25.0M |
IVVISHARES TR | $24.4M |
ESGEISHARES INC | $24.3M |
ARKKARK ETF TR | $22.9M |
IWBISHARES TR | $22.2M |
DFAUDIMENSIONAL ETF TRUST | $20.7M |
GOOGLALPHABET INC | $20.3M |
NDQINVESCO QQQ TR | $19.0M |
SCHFSCHWAB STRATEGIC TR | $18.8M |
VVISA INC | $18.4M |
BNDVANGUARD BD INDEX FDS | $18.3M |
VWOVANGUARD INTL EQUITY INDEX F | $18.1M |
DFACDIMENSIONAL ETF TRUST | $18.1M |
ISRGINTUITIVE SURGICAL INC | $17.2M |
DFASDIMENSIONAL ETF TRUST | $16.9M |
CGGRCAPITAL GROUP GROWTH ETF | $16.8M |
VIGVANGUARD SPECIALIZED FUNDS | $16.3M |
COSTCOSTCO WHSL CORP NEW | $15.1M |
HDHOME DEPOT INC | $15.0M |
SCZISHARES TR | $14.9M |
LLYELI LILLY & CO | $13.6M |
SCHXSCHWAB STRATEGIC TR | $13.3M |
VONGVANGUARD SCOTTSDALE FDS | $12.4M |
SPIBSPDR SERIES TRUST | $11.9M |
JNJJOHNSON & JOHNSON | $11.8M |
ORCLORACLE CORP | $10.6M |
BLKBLACKROCK INC | $10.3M |
XOMEXXON MOBIL CORP | $10.3M |
AMATAPPLIED MATLS INC | $10.0M |
VSGXVANGUARD WORLD FD | $9.9M |
VOOVANGUARD INDEX FDS | $9.8M |
APPFAPPFOLIO INC | $9.7M |
VNQVANGUARD INDEX FDS | $9.6M |
NULGNUSHARES ETF TR | $9.4M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $9.1M |
ABBVABBVIE INC | $8.9M |
NULVNUSHARES ETF TR | $8.8M |
PGPROCTER AND GAMBLE CO | $8.7M |
URIUNITED RENTALS INC | $8.6M |
AFLAFLAC INC | $8.5M |
MAMASTERCARD INCORPORATED | $8.4M |
INTUINTUIT | $8.2M |
NOWSERVICENOW INC | $8.2M |
CVXCHEVRON CORP NEW | $8.0M |
SDYSPDR SERIES TRUST | $7.7M |
TPLTEXAS PACIFIC LAND CORPORATI | $7.7M |
IJHISHARES TR | $7.6M |
NUDMNUSHARES ETF TR | $7.5M |
BACBANK AMERICA CORP | $7.3M |
SCHCSCHWAB STRATEGIC TR | $7.2M |
DFATDIMENSIONAL ETF TRUST | $7.2M |
IEMGISHARES INC | $7.0M |
VEEVVEEVA SYS INC | $6.9M |
VGSRMANAGER DIRECTED PORTFOLIOS | $6.9M |
VONVVANGUARD SCOTTSDALE FDS | $6.8M |
WFCWELLS FARGO CO NEW | $6.8M |
SHWSHERWIN WILLIAMS CO | $6.8M |
CRMSALESFORCE INC | $6.6M |
VYMVANGUARD WHITEHALL FDS | $6.6M |
ESMLISHARES TR | $6.5M |
TXNTEXAS INSTRS INC | $6.4M |
PANWPALO ALTO NETWORKS INC | $6.4M |
GPIXGOLDMAN SACHS ETF TR | $6.4M |
PYLDPIMCO ETF TR | $6.4M |
JMSIJ P MORGAN EXCHANGE TRADED F | $6.4M |
CRWDCROWDSTRIKE HLDGS INC | $6.2M |
UNHUNITEDHEALTH GROUP INC | $6.1M |
DFIVDIMENSIONAL ETF TRUST | $6.1M |
IYRISHARES TR | $6.0M |
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