Long-term investor
Mission Wealth Management, LP @missionwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001645382).
Record
- Tracked since 2025-06-30 (446 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +17.6% · all +17.6%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 8.3% · long · since 2025-06-30
- 922908736 · 7.9% · long · since 2025-06-30
- 025072703 · 5.6% · long · since 2025-12-31
- 922908751 · 5.5% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- 922908769 · 2.3% · long · since 2025-06-30
- 46432F842 · 2.1% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- 38149W622 · 1.5% · long · since 2025-06-30
- AVGO · 1.3% · long · since 2025-06-30