Notify me when MISSION WEALTH MANAGEMENT, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 701 | $4,908,505,468 | +$257,605,211 | -$293,777,515 | -$36,172,304 | VUG, VTV, IEFA, VB, AAPL | 13F-HR | 05 Feb 2026, 16:38 |
| Q3 2025 | 668 | $4,887,967,517 | +$124,246,256 | -$177,958,096 | -$53,711,840 | VUG, VTV, IEFA, VB, AAPL | 13F-HR | 04 Nov 2025, 13:46 |
| Q2 2025 | 647 | $4,583,417,457 | +$275,385,337 | -$92,769,564 | +$182,615,773 | VUG, VTV, IEFA, VB, MSFT | 13F-HR | 05 Aug 2025, 09:06 |
| Q1 2025 | 628 | $3,985,173,664 | +$318,687,179 | -$359,939,909 | -$41,252,730 | VTV, VUG, IEFA, VB, AAPL | 13F-HR | 17 Apr 2025, 12:17 |
| Q4 2024 | 621 | $4,201,162,450 | +$272,578,722 | -$106,295,143 | +$166,283,579 | VUG, VTV, IEFA, VB, BND | 13F-HR | 06 Feb 2025, 09:31 |
| Q3 2024 | 636 | $4,044,158,719 | +$236,445,459 | -$78,259,004 | +$158,186,455 | VUG, VTV, IEFA, VB, BND | 13F-HR | 31 Oct 2024, 10:50 |
| Q2 2024 | 617 | $3,686,178,723 | +$186,939,895 | -$255,121,535 | -$68,181,640 | VUG, VTV, IEFA, VB, BND | 13F-HR | 02 Aug 2024, 17:37 |
| Q1 2024 | 631 | $3,728,572,331 | +$543,168,044 | -$36,831,907 | +$506,336,137 | VUG, VTV, IEFA, VB, BND | 13F-HR | 30 Apr 2024, 15:19 |
| Q4 2023 | 557 | $3,032,958,905 | +$179,614,127 | -$49,458,445 | +$130,155,682 | VUG, VTV, IEFA, VB, BND | 13F-HR | 05 Feb 2024, 17:14 |
| Q3 2023 | 522 | $2,641,483,704 | +$173,628,533 | -$41,109,681 | +$132,518,852 | VUG, VTV, IEFA, VB, BND | 13F-HR | 23 Oct 2023, 20:34 |
| Q2 2023 | 523 | $2,620,549,371 | +$206,444,415 | -$93,175,264 | +$113,269,151 | VUG, VTV, VB, IEFA, BND | 13F-HR | 04 Aug 2023, 17:17 |
| Q1 2023 | 511 | $2,360,806,526 | +$263,070,290 | -$103,080,151 | +$159,990,139 | VUG, VTV, VB, IEFA, USFR | 13F-HR | 07 Apr 2023, 13:19 |
| Q4 2022 | 493 | $2,065,334,809 | +$209,935,910 | -$116,907,389 | +$93,028,521 | VTV, VUG, VB, IEFA, VTI | 13F-HR | 02 Feb 2023, 09:56 |
| Q3 2022 | 476 | $1,856,640,000 | +$135,657,453 | -$26,904,670 | +$108,752,783 | VTV, VUG, VB, IEFA, AAPL | 13F-HR | 11 Oct 2022, 19:51 |
| Q2 2022 | 485 | $1,877,371,000 | +$185,141,532 | -$105,870,496 | +$79,271,036 | VTV, VUG, VB, IEFA, VTI | 13F-HR | 27 Jul 2022, 09:02 |
| Q1 2022 | 500 | $2,132,105,000 | +$142,413,817 | -$56,189,643 | +$86,224,174 | VTV, VUG, VB, IEFA, AAPL | 13F-HR | 22 Apr 2022, 20:03 |
| Q4 2021 | 510 | $2,182,087,000 | +$159,539,512 | -$33,163,923 | +$126,375,589 | VUG, VTV, VB, IEFA, BND | 13F-HR | 11 Feb 2022, 16:47 |
| Q3 2021 | 484 | $1,931,516,000 | +$130,167,911 | -$55,593,093 | +$74,574,818 | VUG, VTV, VB, IEFA, BND | 13F-HR | 05 Nov 2021, 14:28 |
| Q2 2021 | 476 | $1,876,231,000 | +$126,727,979 | -$70,083,786 | +$56,644,193 | VUG, VTV, VB, IEFA, BND | 13F-HR | 10 Aug 2021, 16:55 |
| Q1 2021 | 441 | $1,722,347,000 | +$115,525,970 | -$54,356,980 | +$61,168,990 | VTV, VUG, VB, IEFA, BND | 13F-HR | 10 May 2021, 17:09 |
| Q4 2020 | 409 | $1,597,464,000 | +$149,896,212 | -$34,064,365 | +$115,831,847 | VUG, VTV, VB, BND, VTI | 13F-HR | 19 Jan 2021, 09:22 |
| Q3 2020 | 362 | $1,335,481,000 | +$176,191,982 | -$32,944,234 | +$143,247,748 | VUG, VTV, BND, VTI, VB | 13F-HR | 15 Oct 2020, 18:07 |
| Q2 2020 | 335 | $1,159,138,000 | +$156,260,720 | -$42,526,154 | +$113,734,566 | VTI, VUG, BND, VTV, MSFT | 13F-HR | 03 Aug 2020, 16:57 |
| Q1 2020 | 294 | $906,063,000 | +$120,423,065 | -$91,921,805 | +$28,501,260 | BND, VTI, CMF, VMBS, MSFT | Restatement | 27 Apr 2020, 15:31 |
| Q4 2019 | 336 | $1,040,129,000 | +$63,515,344 | -$20,005,749 | +$43,509,595 | VTI, IEFA, CMF, BND, VB | 13F-HR | 21 Jan 2020, 12:11 |
| Q3 2019 | 317 | $936,047,000 | +$57,005,105 | -$20,927,596 | +$36,077,509 | VTI, IEFA, CMF, BND, VMBS | 13F-HR | 16 Oct 2019, 14:46 |
| Q2 2019 | 320 | $892,151,000 | +$50,644,567 | -$40,279,054 | +$10,365,513 | VTI, CMF, IEFA, BND, VMBS | 13F-HR | 08 Aug 2019, 21:44 |
| Q1 2019 | 314 | $860,762,000 | +$44,380,074 | -$24,974,671 | +$19,405,403 | CMF, VTI, BND, IEFA, VMBS | 13F-HR | 14 May 2019, 17:07 |
| Q4 2018 | 272 | $765,020,000 | +$132,698,628 | -$44,934,680 | +$87,763,948 | CMF, BND, VTI, IEFA, VMBS | 13F-HR | 07 Feb 2019, 17:42 |
| Q3 2018 | 283 | $759,591,000 | +$72,599,690 | -$13,636,316 | +$58,963,374 | IEFA, BND, VTI, VUG, VMBS | 13F-HR | 01 Nov 2018, 16:29 |
| Q2 2018 | 267 | $677,539,000 | +$76,499,310 | -$23,777,838 | +$52,721,472 | IEFA, BND, VTI, VMBS, VUG | 13F-HR | 08 Aug 2018, 11:50 |
| Q1 2018 | 236 | $619,753,000 | +$110,528,283 | -$69,133,732 | +$41,394,551 | IEFA, BND, VTI, CMF, VUG | 13F-HR | 04 May 2018, 15:43 |
| Q4 2017 | 232 | $583,896,000 | +$53,332,219 | -$13,084,836 | +$40,247,383 | IEFA, SPIB, CMF, VTV, VUG | 13F-HR | 09 Feb 2018, 15:50 |
| Q3 2017 | 209 | $544,990,000 | +$79,438,545 | -$79,174,497 | +$264,048 | IEFA, SPIB, CMF, VUG, VTV | 13F-HR | 13 Nov 2017, 13:23 |
| Q2 2017 | 193 | $526,598,000 | +$14,333,500 | -$13,789,896 | +$543,604 | DBEF, SPIB, CMF, SPSB, VUG | 13F-HR | 11 Aug 2017, 09:25 |
| Q1 2017 | 196 | $514,245,000 | +$23,017,045 | -$35,199,714 | -$12,182,669 | DBEF, SPIB, CMF, VTV, SPSB | 13F-HR | 11 May 2017, 19:21 |
| Q4 2016 | 175 | $502,611,000 | +$98,862,633 | -$14,481,066 | +$84,381,567 | DBEF, CMF, SPIB, VTV, VUG | 13F-HR | 27 Jan 2017, 08:53 |
| Q3 2016 | 162 | $412,896,000 | +$34,352,301 | -$10,389,549 | +$23,962,752 | DBEF, SPIB, VTV, VUG, SPSB | 13F-HR | 14 Nov 2016, 13:40 |
| Q2 2016 | 164 | $375,443,000 | +$34,975,701 | -$33,575,115 | +$1,400,586 | DBEF, VTV, VUG, SPIB, SPSB | 13F-HR | 03 Aug 2016, 06:40 |
| Q1 2016 | 158 | $371,375,000 | +$48,328,572 | -$29,396,902 | +$18,931,670 | DBEF, VTV, VUG, VWO, SPSB | 13F-HR | 14 Apr 2016, 19:19 |
| Q4 2015 | 142 | $353,382,000 | +$26,823,518 | -$11,589,453 | +$15,234,065 | DBEF, VTV, VUG, VWO, IGSB | 13F-HR | 12 Feb 2016, 19:29 |
| Q3 2015 | 135 | $330,323,000 | +$94,716,013 | -$35,131,364 | +$59,584,649 | DBEF, VUG, VTV, VWO, DWM | 13F-HR | 21 Oct 2015, 21:22 |
| Q2 2015 | 139 | $291,941,000 | $0 | $0 | $0 | VTV, VUG, DWM, IGSB, SCZ | 13F-HR | 10 Aug 2015, 19:54 |