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Brad Stark

Mission Wealth Management, Lp

Assets Managed
$4.863B
Holdings
703
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-2.98%(2Q avg: -1.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mission Wealth Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 703 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.863B in assets, with a quarterly growth rate of -2.98% and a 2-quarter average growth rate of -1.72%. The portfolio is managed by Brad Stark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.07%
9.7%
$471.493M
2.403M shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.57%
8.87%
$431.005M
986,756 shares@ $436.79 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.14%
6.07%
$294.7M
1.125M shares@ $261.93 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 134.17%
5.95%
$289.102M
3.408M shares@ $84.84 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.01%
5.17%
$251.396M
990,565 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.18%
3.61%
$175.374M
473,765 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.4%
3.31%
$160.794M
921,987 shares@ $174.4 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -53.02%
2.87%
$139.374M
1.54M shares@ $90.53 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.16%
2.24%
$108.593M
338,497 shares@ $320.82 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.89%
1.61%
$78.241M
1.221M shares@ $64.09 avg price

1-10 of 703