Mission Hills Financial Advisory, LLC
Annual return '25
+6.9%
SPY '25
+17.7%
Alpha
-10.8ptsvs SPY
Invested
$195.3M
Holdings
56
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MINT
PIMCO ETF TR
Q2 2025: New position (140.4k shares)
8.9%
02
$BIZD
VANECK ETF TRUST
Q2 2025: New position (999.2k shares)
8.2%
03
$PCN
PIMCO CORPORATE & INCM STRG
Q2 2025: New position (1.05M shares)
7.7%
04
$QYLD
GLOBAL X FDS
Q2 2025: New position (581.8k shares)
6.9%
05
$RQI
COHEN & STEERS QUALITY INCOM
Q2 2025: New position (799.7k shares)
6.5%
06
$PDI
PIMCO DYNAMIC INCOME FD
Q2 2025: New position (534.4k shares)
6.3%
07
$NDQ
INVESCO QQQ TR
Q1 2026: New position (480 shares)
6.1%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q2 2025: New position (170.5k shares)
5.8%
09
$SCHD
SCHWAB STRATEGIC TR
Q2 2025: New position (282.6k shares)
5.7%
10
$KBWD
INVESCO EXCH TRADED FD TR II
Q2 2025: New position (649.2k shares)
5.5%
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 13:32 UTC.