DOSSIER · 13F-HR · Q1 2026
Mission Hills Financial Advisory, LLC
$195M in tracked AUM across 54 positions as of Q1 2026.
MH
CIK 0002043220 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Mission Hills Financial Advisory, LLC
1. Portfolio Overview
Mission Hills Financial Advisory, LLC manages a concentrated portfolio totaling approximately $130.68 million across 30 holdings as of the report date September 30, 2025. The firm executed a significant portfolio rotation during the quarter, resulting in an 18.9% decrease in total portfolio value, dropping from $161.12 million in the previous quarter.
This reduction in value ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.