13FBOX
MISSION WEALTH MANAGEMENT, LP · 13F Holdings
Options Calculator Rankings

MISSION WEALTH MANAGEMENT, LP

No.683 Data as of 2026Q2
Latest AUM (Q2 2026)
$8.22B
QoQ Change Q1 2026
+$3.36B+69.0%
Holdings
1016
New Buys
329
Adds
591
Reduces
74
Exits
16
Unchanged
22
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVTV
8.25%9.7%$678.1M3.1M$471.5M2.4M+708,390+29.48%Add
VVANGUARD INDEX FDSVUG
7.9%8.86%$649.2M7.5M$431.0M986,756+6.5M+663.74%Add
AVANTIS INTLNGG
5.59%5.94%$459.3M5.1M$289.1M3.4M+1.7M+51.11%Add
VVANGUARD INDEX FDSVB
5.45%6.06%$448.3M1.5M$294.7M1.1M+353,641+31.43%Add
APPLE INCAAPL
4.94%5.17%$406.4M1.4M$251.4M990,565+413,786+41.77%Add
NVIDIA CORPORATIONNVDA
4.27%3.31%$350.6M1.8M$160.8M921,987+830,200+90.04%Add
MICROSOFT CORPMSFT
3.36%3.61%$276.4M740,905$175.4M473,765+267,140+56.39%Add
GGENERAL DYNAMICS CORPVTI
2.26%2.23%$185.8M502,084$108.6M338,497+163,587+48.33%Add
IISHARES TRIEFA
2.12%2.87%$173.8M1.8M$139.4M1.5M+260,492+16.92%Add
AMAZON COM INCAMZN
1.73%1.42%$142.0M595,668$68.8M330,553+265,115+80.20%Add
GGOLDMAN SACHS ETF TRGINC
1.48%0.62%$121.4M2.2M$30.0M600,462+1.6M+263.95%Add
BROADCOM INCAVGO
1.36%0.81%$112.0M296,515$39.3M127,103+169,412+133.29%Add
IISHARES COREIJR
1.27%1.53%$104.7M705,960$74.4M598,235+107,725+18.01%Add
AAlphabet Inc Class CGOOG
1.24%1.18%$101.6M287,595$57.5M200,501+87,094+43.44%Add
VVANGUARD FTSEVEA
1.15%1.61%$94.4M1.3M$78.2M1.2M+104,539+8.56%Add
ALPHABET INCGOOGL
1.15%0.64%$94.3M263,792$30.9M107,541+156,251+145.29%Add
WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR
1.14%0.9%$94.1M1.9M$43.7M868,238+1.0M+115.19%Add
IISHARES RUSSELLIWF
1.09%1.22%$89.3M719,313$59.4M139,263+580,050+416.51%Add
APPLIED MATLS INCAMAT
1.08%0.34%$89.0M123,042$16.3M47,761+75,281+157.62%Add
TESLA INCTSLA
0.91%1.05%$75.1M178,471$51.0M137,092+41,379+30.18%Add
AAMERICAN CENTY ETF TRAVEM
0.85%0.93%$69.8M723,814$45.5M564,241+159,573+28.28%Add
IISHARES MSCI ACWI ETFTOK
0.82%1.12%$67.1M434,837$54.5M412,271+22,566+5.47%Add
IISHARES TRITOT
0.79%1.16%$64.8M394,277$56.3M395,545-1,268-0.32%Reduce
IISHARES TRIWD
0.78%0.99%$64.4M265,552$48.0M224,645+40,907+18.21%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.66%0.75%$54.3M72,660$36.6M56,299+16,361+29.06%Add
CROWDSTRIKE HLDGS INCCRWD
0.62%0.07%$51.2M67,052$3.4M8,586+58,466+680.95%Add
IISHARES ESGEFA
0.62%0.86%$50.6M492,111$42.0M439,002+53,109+12.10%Add
NNUVEEN ESGNUSC
0.56%0.77%$45.7M876,476$37.4M830,709+45,767+5.51%Add
DDIMENSIONAL ETF TRUSTDFAC
0.53%0.57%$43.2M973,262$27.9M718,096+255,166+35.53%Add
IISHARES TRUSRT
0.51%0.64%$41.9M630,453$31.1M526,069+104,384+19.84%Add
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.51%0.73%$41.5M1.0M$35.7M916,983+90,024+9.82%Add
LAM RESEARCH CORPLRCX
0.48%0.13%$39.8M91,893$6.4M29,740+62,153+208.99%Add
DDIMENSIONAL USDFUV
0.48%0.71%$39.4M715,500$34.6M713,110+2,390+0.34%Add
IISHARES TRITOT
0.46%0.65%$38.0M232,232$31.4M222,363+9,869+4.44%Add
JPMORGAN CHASE & COJPM
0.44%0.38%$36.2M110,524$18.6M63,249+47,275+74.74%Add
META PLATFORMS INCMETA
0.43%0.47%$35.0M62,203$22.9M39,980+22,223+55.59%Add
IINVESCO QQQ TRVOO
0.42%0.42%$34.7M47,181$20.5M35,595+11,586+32.55%Add
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.42%0.68%$34.7M422,966$32.9M464,245-41,279-8.89%Reduce
CATERPILLAR INCCAT
0.42%0.15%$34.5M32,425$7.1M10,077+22,348+221.77%Add
VVANGUARD SPECIALIZED FUNDSVIG
0.42%0.3%$34.4M145,305$14.6M67,890+77,415+114.03%Add
IISHARES INCESGE
0.41%0.55%$34.0M622,173$26.6M585,790+36,383+6.21%Add
ELI LILLY & COLLY
0.39%0.32%$32.1M26,725$15.4M16,707+10,018+59.96%Add
COSTCO WHOLESALE CORPORATIONCOST
0.39%0.27%$31.8M34,046$13.1M13,174+20,872+158.43%Add
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
0.38%0.5%$31.2M776,286$24.2M714,267+62,019+8.68%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.36%0.02%$29.3M867,299$1.1M38,246+829,053+2,167.69%Add
IISHARES TRIVV
0.36%0.48%$29.3M39,149$23.5M35,992+3,157+8.77%Add
VVANGUARD INDEX FDSVOO
0.36%0.23%$29.3M42,655$11.2M18,682+23,973+128.32%Add
ADVANCED MICRO DEVICES INCAMD
0.35%0.13%$28.7M49,458$6.3M31,203+18,255+58.50%Add
VISA INCV
0.34%0.28%$27.7M80,647$13.4M44,467+36,180+81.36%Add
DDIMENSIONAL ETF TRUSTDFAU
0.33%0.44%$27.0M522,024$21.2M470,003+52,021+11.07%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow