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
Holdings in SOC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,681 | 18,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,271 | 18,988 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $222,951 | 8,788 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $201,245 | 8,788 | Shares | Sole | 2025-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||