DOSSIER · 13F-HR · Q2 2026
Mission Hills Financial Advisory, LLC
$228M in tracked AUM across 89 positions as of Q2 2026.
MH
CIK 0002043220 · last filed Jun 30, 2026
AI Analysis · Q2 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 ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.