MISSION WEALTH MANAGEMENT, LP — 13F holdings

MISSION WEALTH MANAGEMENT, LP reported 781 holdings worth $6.32B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $520M (8.2%)
  2. VTV VANGUARD INDEX FDS — $509M (8.1%)
  3. AAPL APPLE INC — $354M (5.6%)
  4. AVDE AMERICAN CENTY ETF TR — $347M (5.5%)
  5. MSFT MICROSOFT CORP — $318M (5.0%)
  6. VB VANGUARD INDEX FDS — $315M (5.0%)
  7. NVDA NVIDIA CORPORATION — $231M (3.7%)
  8. VTI VANGUARD INDEX FDS — $174M (2.8%)
  9. IEFA ISHARES TR — $120M (1.9%)
  10. AMZN AMAZON COM INC — $111M (1.8%)