13F Insight
Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026

MISSION WEALTH MANAGEMENT, LP

$8.2B in tracked AUM across 1,069 positions as of Q2 2026.

MW
CIK 0001645382 · last filed Jun 30, 2026
Total AUM
$8.2B
as of Q2 2026
Holdings
1,069
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…