MISSION WEALTH MANAGEMENT, LP
Top Portfolio Positions
395 positions ·
$1,727,262,979 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,021,340 | $277,661,492 | 16.08% |
| MSFT |
Microsoft Corp
Technology
|
479,424 | $231,859,034 | 13.42% |
| NVDA |
Nvidia Corp
Technology
|
985,044 | $183,710,706 | 10.64% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
348,641 | $80,473,315 | 4.66% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
140,141 | $63,024,210 | 3.65% |
| AVGO |
Broadcom Inc.
Technology
|
133,093 | $46,063,487 | 2.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
119,118 | $37,283,934 | 2.16% |
| SPY |
Spdr S&P 500 Etf Trust
|
52,547 | $35,832,850 | 2.07% |
| META |
Meta Platforms, Inc.
Communication Services
|
43,011 | $28,391,130 | 1.64% |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,676 | $23,759,053 | 1.38% |
Portfolio Trend
Holdings in APPF
Export CSVShares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $9,098,243 | 39,107 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,562,747 | 49,201 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,708,374 | 42,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,751,236 | 53,439 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,010,198 | 60,839 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,521,590 | 61,689 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $24,705,727 | 101,017 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,576,510 | 42,865 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,542,408 | 37,765 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,540,691 | 46,765 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,050,127 | 46,765 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,839,886 | 22,814 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,435,753 | 23,114 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,517,125 | 33,586 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,258,567 | 24,918 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,820,966 | 24,918 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,018,994 | 24,938 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,046,481 | 25,303 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,208,791 | 15,643 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,196,945 | 15,536 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,797,101 | 15,536 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,679,881 | 11,846 | Shares | Sole | 2020-10-16 | |
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