MISSION WEALTH MANAGEMENT, LP: summary

MISSION WEALTH MANAGEMENT, LP reported 781 positions with a reported value of $6.32B in its 13F for Q3 2026. Compared with Q2 2026: 40 new positions, 328 exited.

Top positions

• VANGUARD MORNINGSTAR GROWTH ETF
• VANGUARD MORNINGSTAR VALUE ETF
• AMERICAN CENTY ETF TR
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• APPLE INC COM
• MICROSOFT CORP COM
• NVIDIA CORPORATION
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• ISHARES CORE MSCI EAFE ETF
• AMAZON COM INC