MISSION WEALTH MANAGEMENT, LP Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$5012.0T

Holdings

702

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (702 positions)

StockValue
VUGVANGUARD INDEX FDS
$478.0B
VTVVANGUARD INDEX FDS
$459.0B
AQLTISHARES TR
$293.0B
VBVANGUARD INDEX FDS
$289.0B
AAPLAPPLE INC
$276.0B
MSFTMICROSOFT CORP
$231.0B
NVDANVIDIA CORPORATION
$183.0B
AVDEAMERICAN CENTY ETF TR
$119.0B
VTIVANGUARD INDEX FDS
$110.0B
VEAVANGUARD TAX-MANAGED FDS
$79.0B
AMZNAMAZON COM INC
$79.0B
IJRISHARES TR
$72.0B
GOOGALPHABET INC
$68.0B
TSLATESLA INC
$62.0B
IWFISHARES TR
$60.0B
SUSAISHARES TR
$57.0B
ITOTISHARES TR
$50.0B
IWDISHARES TR
$46.0B
AVGOBROADCOM INC
$45.0B
ESGDISHARES TR
$41.0B
AVEMAMERICAN CENTY ETF TR
$40.0B
NUSCNUSHARES ETF TR
$36.0B
GOOGLALPHABET INC
$36.0B
SPYSPDR S&P 500 ETF TR
$35.0B
USFRWISDOMTREE TR
$35.0B
DFUVDIMENSIONAL ETF TRUST
$33.0B
DFAIDIMENSIONAL ETF TRUST
$33.0B
ESGUISHARES TR
$33.0B
USRTISHARES TR
$30.0B
DFACDIMENSIONAL ETF TRUST
$27.0B
METAMETA PLATFORMS INC
$27.0B
ESGEISHARES INC
$26.0B
DFAEDIMENSIONAL ETF TRUST
$25.0B
IVVISHARES TR
$25.0B
NDQINVESCO QQQ TR
$23.0B
IWBISHARES TR
$23.0B
JPMJPMORGAN CHASE & CO.
$21.0B
CGDGCAPITAL GROUP DIVIDEND VALUE
$20.0B
DFASDIMENSIONAL ETF TRUST
$20.0B
DFAUDIMENSIONAL ETF TRUST
$20.0B
ARKKARK ETF TR
$19.0B
VWOVANGUARD INTL EQUITY INDEX F
$19.0B
CGGRCAPITAL GROUP GROWTH ETF
$18.0B
ISRGINTUITIVE SURGICAL INC
$18.0B
SCHFSCHWAB STRATEGIC TR
$18.0B
NFLXNETFLIX INC
$18.0B
LLYELI LILLY & CO
$18.0B
SCZISHARES TR
$17.0B
VVISA INC
$16.0B
ORCLORACLE CORP
$15.0B
VIGVANGUARD SPECIALIZED FUNDS
$14.0B
TTDTHE TRADE DESK INC
$13.0B
JNJJOHNSON & JOHNSON
$13.0B
AMATAPPLIED MATLS INC
$13.0B
HDHOME DEPOT INC
$13.0B
VONGVANGUARD SCOTTSDALE FDS
$12.0B
IJHISHARES TR
$11.0B
SCHXSCHWAB STRATEGIC TR
$11.0B
COSTCOSTCO WHSL CORP NEW
$11.0B
DFATDIMENSIONAL ETF TRUST
$11.0B
XOMEXXON MOBIL CORP
$11.0B
NULGNUSHARES ETF TR
$10.0B
DFIVDIMENSIONAL ETF TRUST
$10.0B
VOOVANGUARD INDEX FDS
$10.0B
VSGXVANGUARD WORLD FD
$10.0B
NULVNUSHARES ETF TR
$9.0B
APPFAPPFOLIO INC
$9.0B
ABBVABBVIE INC
$8.0B
CVXCHEVRON CORP NEW
$8.0B
NUDMNUSHARES ETF TR
$8.0B
VNQVANGUARD INDEX FDS
$8.0B
VYMVANGUARD WHITEHALL FDS
$7.0B
IEMGISHARES INC
$7.0B
ESMLISHARES TR
$7.0B
VONVVANGUARD SCOTTSDALE FDS
$7.0B
BNDVANGUARD BD INDEX FDS
$7.0B
SCHCSCHWAB STRATEGIC TR
$7.0B
WFCWELLS FARGO CO NEW
$7.0B
BLKBLACKROCK INC
$7.0B
SDYSPDR SERIES TRUST
$6.0B
VCRBVANGUARD MALVERN FDS
$6.0B
MAMASTERCARD INCORPORATED
$6.0B
VGSRMANAGER DIRECTED PORTFOLIOS
$6.0B
XLKSELECT SECTOR SPDR TR
$6.0B
DFUSDIMENSIONAL ETF TRUST
$6.0B
TPLTEXAS PACIFIC LAND CORPORATI
$6.0B
WMTWALMART INC
$6.0B
PGPROCTER AND GAMBLE CO
$6.0B
LRCXLAM RESEARCH CORP
$6.0B
IWVISHARES TR
$6.0B
BACBANK AMERICA CORP
$6.0B
GPIXGOLDMAN SACHS ETF TR
$6.0B
AMDADVANCED MICRO DEVICES INC
$6.0B
IYRISHARES TR
$5.0B
VGTVANGUARD WORLD FD
$5.0B
CATCATERPILLAR INC
$5.0B
URIUNITED RENTALS INC
$5.0B
UNHUNITEDHEALTH GROUP INC
$5.0B
IBMINTERNATIONAL BUSINESS MACHS
$5.0B
CSCOCISCO SYS INC
$5.0B
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