DOSSIER · 13F-HR · Q1 2025

Mission Financial Group, LLC

Mission Financial's holding co. based in Chicago, IL — $108M in tracked AUM across 146 positions as of Q1 2025.

Mission Financial·Chicago, IL·Holding Co.

CIK 0002113810 · last filed Mar 31, 2025

Total AUM

$108M

▼ 5.3%

vs prior

Holdings

146

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2025 · Q1 2025

Mission Financial Group, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight

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