Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q1 2026

MISSION WEALTH MANAGEMENT, LP

$4.9B in tracked AUM across 728 positions as of Q1 2026.

MW
CIK 0001645382 · last filed Mar 31, 2026
Total AUM
$4.9B
as of Q1 2026
Holdings
728
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…