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Brad Stark

Mission Wealth Management, Lp

Assets Managed
$8.181B
Holdings
1016
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
68.23%(2Q avg: 32.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mission Wealth Management, Lp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1016 positions.

Assets under management

The assets under management (AUM) of Mission Wealth Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 8.181B in assets, with a quarterly growth rate of 68.23% and a 2-quarter average growth rate of 32.62%. The portfolio is managed by Brad Stark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 29.48%
8.29%
$678.092M
3.112M shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 663.75%
7.94%
$649.175M
7.536M shares@ $86.14 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 51.11%
5.62%
$459.306M
5.149M shares@ $89.21 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 31.44%
5.48%
$448.252M
1.479M shares@ $303.12 avg price
AAPL
Apple Inc
Recent Activity
Increased 41.78%
4.97%
$406.363M↑ Call
1.404M shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 90.05%
4.29%
$350.595M↑ Call
1.752M shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 56.39%
3.38%
$276.372M↓ Put
740,905 shares@ $373.02 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 48.33%
2.28%
$185.791M
502,084 shares@ $370.05 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 16.93%
2.13%
$173.846M
1.8M shares@ $96.58 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 80.21%
1.74%
$141.972M↑ Call
595,668 shares@ $238.35 avg price

1-10 of 1016