MISSION WEALTH MANAGEMENT, LP
Top Portfolio Positions
417 positions ·
$1,556,887,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
990,565 | $251,395,491 | 16.15% | |
| MSFT |
Microsoft Corp
Technology
|
473,765 | $175,373,590 | 11.26% | |
| NVDA |
Nvidia Corp
Technology
|
921,987 | $160,794,532 | 10.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
330,553 | $68,844,273 | 4.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
137,092 | $50,963,951 | 3.27% | |
| AVGO |
Broadcom Inc.
Technology
|
127,103 | $39,339,649 | 2.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
56,299 | $36,613,491 | 2.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
107,541 | $30,924,489 | 1.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
39,980 | $22,873,757 | 1.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
35,595 | $20,544,722 | 1.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AB
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,737 | 24,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,128,926 | 29,338 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,121,183 | 29,335 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,193,665 | 29,235 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,119,992 | 29,235 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,084,326 | 29,235 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,020,009 | 29,235 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $987,850 | 29,235 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,032,299 | 29,715 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $907,162 | 29,235 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $911,562 | 30,035 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $753,830 | 23,440 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $856,966 | 23,440 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $721,770 | 21,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $736,260 | 21,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $873,180 | 21,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $987,420 | 21,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,026,616 | 21,020 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,041,180 | 21,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $977,760 | 21,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $839,790 | 21,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $709,170 | 21,000 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $567,840 | 21,000 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $217,920 | 8,000 | Shares | Sole | 2020-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||