13F filer

Mission Wealth Management

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1645382 SEC filings ↗

13F Value

$6.32B

Positions

781

Top Position

VUG8.2%

Top 5

31.6%

Latest filing changes

vs Jun 30, 2026

1 APPF Appfolio +199.4%+$5.6M

2 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +263.9%+$3.3M

3 MSFT · PUT Microsoft +5.7%+$2.8M

4 AVGO · PUT Broadcom +45.2%+$2.6M

5 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +26.3%+$2.3M

Holdings781

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	8.2%	$519.5M	-23.5%	5.77M	7.9%	—	ETF
2	VTV Vanguard Morningstar Value Index Fund — ETF Shares	8.1%	$508.9M	-24.3%	2.36M	8.3%		ETF
3	AVDE Avantis International Equity ETF	5.5%	$346.6M	-25.3%	3.85M	5.6%		ETF
4	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	5.0%	$314.6M	-25.2%	1.11M	5.5%		ETF
5	AAPL Apple	4.9%	$310.0M	-23.2%	930.7K	4.3%		Common Stock
6	MSFT Microsoft	4.2%	$265.9M	-19.6%	518.4K	2.9%		Common Stock
7	NVDA NVIDIA	3.5%	$221.0M	-40.7%	967.6K	4.0%		Common Stock
8	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.8%	$173.8M	-7.5%	464.3K	2.3%		ETF
9	IEFA iShares Core MSCI EAFE ETF	1.9%	$119.8M	-31.3%	1.24M	2.1%		ETF
10	AMZN Amazon	1.8%	$110.9M	-24.9%	444.9K	1.7%		Common Stock
11	GPIX Goldman Sachs S&P 500 Premium Income ETF	1.5%	$95.6M	-21.7%	1.71M	1.5%		ETF
12	IJR iShares Core S&P Small-Cap ETF	1.3%	$79.5M	-17.2%	584.6K	1.3%		ETF
13	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.3%	$79.4M	-15.1%	1.12M	1.2%		ETF
14	AVGO Broadcom	1.1%	$69.4M	-29.3%	197.7K	1.3%		Common Stock
15	IWF iShares Russell 1000 Growth ETF	1.1%	$68.6M	-23.8%	547.9K	1.1%		ETF
16	GOOG Alphabet Class C	1.0%	$65.4M	-31.8%	192.0K	1.2%		Common Stock
17	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 187,048 reported quantity $64,359,472 reported value	1.0%	$64.4M	-28.8%	187.0K	1.1%		Common Stock
18	ITOT iShares Core S&P Total U.S. Stock Market ETF	1.0%	$64.0M	-2.4%	384.8K	0.8%		ETF
19	SUSA iShares ESG Optimized MSCI USA ETF	1.0%	$62.7M	-7.4%	402.7K	0.8%		ETF
20	AMAT Applied Materials	0.9%	$58.9M	-6.3%	115.2K	1.1%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing307

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.