Universe · entity
MISSION WEALTH MANAGEMENT, LP
Institutional manager (13F) · CIK 1645382
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $471M | 2,403,123 |
| 2 | VANGUARD INDEX FDS | $431M | 986,756 |
| 3 | VANGUARD INDEX FDS | $295M | 1,125,152 |
| 4 | AMERICAN CENTY ETF TR | $289M | 3,407,612 |
| 5 | APPLE INC | $227M | 895,665 |
| 6 | MICROSOFT CORP | $153M | 412,565 |
| 7 | NVIDIA CORPORATION | $146M | 838,187 |
| 8 | ISHARES TR | $139M | 1,539,531 |
| 9 | VANGUARD INDEX FDS | $109M | 338,497 |
| 10 | VANGUARD TAX-MANAGED FDS | $78M | 1,220,992 |
| 11 | ISHARES TR | $74M | 598,235 |
| 12 | AMAZON COM INC | $68M | 328,253 |
| 13 | ISHARES TR | $59M | 139,263 |
| 14 | ALPHABET INC | $58M | 200,501 |
| 15 | ISHARES TR | $56M | 395,545 |
| 16 | ISHARES TR | $54M | 412,271 |
| 17 | ISHARES TR | $48M | 224,645 |
| 18 | AMERICAN CENTY ETF TR | $45M | 564,241 |
| 19 | TESLA INC | $45M | 121,892 |
| 20 | WISDOMTREE TR | $44M | 868,238 |
| 21 | ISHARES TR | $42M | 439,002 |
| 22 | NUSHARES ETF TR | $37M | 830,709 |
| 23 | STATE STR SPDR S&P 500 ETF T | $37M | 56,299 |
| 24 | DIMENSIONAL ETF TRUST | $36M | 916,983 |
| 25 | DIMENSIONAL ETF TRUST | $35M | 713,110 |
| 26 | BROADCOM INC | $34M | 110,503 |
| 27 | DIMENSIONAL ETF TRUST | $33M | 464,245 |
| 28 | ISHARES TR | $31M | 222,363 |
| 29 | ISHARES TR | $31M | 526,069 |
| 30 | ALPHABET INC | $31M | 107,541 |
| 31 | GOLDMAN SACHS ETF TR | $30M | 600,462 |
| 32 | DIMENSIONAL ETF TRUST | $28M | 718,096 |
| 33 | ISHARES INC | $27M | 585,790 |
| 34 | DIMENSIONAL ETF TRUST | $24M | 714,267 |
| 35 | ISHARES TR | $24M | 35,992 |
| 36 | ISHARES TR | $22M | 62,346 |
| 37 | META PLATFORMS INC | $22M | 38,680 |
| 38 | DIMENSIONAL ETF TRUST | $21M | 470,003 |
| 39 | DIMENSIONAL ETF TRUST | $21M | 292,340 |
| 40 | INVESCO QQQ TR | $21M | 35,595 |
| 41 | CAPITAL GROUP DIVIDEND VALUE | $20M | 464,768 |
| 42 | VANGUARD INTL EQUITY INDEX F | $19M | 351,444 |
| 43 | JPMORGAN CHASE & CO | $19M | 63,249 |
| 44 | NETFLIX INC. | $18M | 192,099 |
| 45 | ISHARES TR | $18M | 228,135 |
| 46 | ARK ETF TR | $17M | 251,467 |
| 47 | SCHWAB STRATEGIC TR | $17M | 675,175 |
| 48 | APPLIED MATLS INC | $16M | 47,761 |
| 49 | CAPITAL GROUP GROWTH ETF | $16M | 404,367 |
| 50 | EXXON MOBIL CORP | $15M | 88,774 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.