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 |
|---|---|---|---|---|
| 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
Holdings in MRCC
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,440 | 11,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,618 | 11,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $87,048 | 12,400 | Shares | Sole | 2025-11-04 | |
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