Mission Wealth Management, LP
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$9.7B
Holdings
702
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 2.40M shares)
9.7%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 48.6k shares)
8.9%
03
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 1.12M shares)
6.1%
04
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.0%
05
$AAPL
APPLE INC
Q1 2026: Increased +112.0% (1.1k → 2.3k shares)
5.2%
06
$MSFT
MICROSOFT CORP
Q4 2025: Sold 99.8% (818.5k → 1.7k shares)
3.6%
07
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 162.0k shares)
3.3%
08
$IEFA
ISHARES TR
Q4 2025: Sold 96.0% (4.55M → 179.5k shares)
2.9%
09
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 97.1% (347.4k → 10.2k shares)
2.2%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 1.31M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:38 UTC.