• 13F History

MISSION WEALTH MANAGEMENT, LP

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$3.99B
Signature - Title
Brad Stark - Managing Member
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by MISSION WEALTH MANAGEMENT, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MISSION WEALTH MANAGEMENT, LP reported 628 stock holdings with total value $3.99B as of Q1 2025. Top holdings included VTV, VUG, IEFA, VB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 628 $3.99B +$319M -$360M -$41.3M VTV, VUG, IEFA, VB, AAPL 13F-HR 4/17/2025, 12:17 PM
Q4 2024 621 $4.2B +$273M -$106M +$166M VUG, VTV, IEFA, VB, BND 13F-HR 2/6/2025, 09:31 AM
Q3 2024 636 $4.04B +$236M -$78.3M +$158M VUG, VTV, IEFA, VB, BND 13F-HR 10/31/2024, 10:50 AM
Q2 2024 617 $3.69B +$187M -$255M -$68.2M VUG, VTV, IEFA, VB, BND 13F-HR 8/2/2024, 05:37 PM
Q1 2024 629 $3.73B +$543M -$36.8M +$506M VUG, VTV, IEFA, VB, BND 13F-HR 4/30/2024, 03:19 PM
Q4 2023 589 $3.08B +$180M -$49.5M +$130M VUG, VTV, IEFA, VB, BND 13F-HR 2/5/2024, 05:14 PM
Q3 2023 549 $2.68B +$192M -$31.5M +$161M VUG, VTV, IEFA, VB, BND 13F-HR 10/23/2023, 08:34 PM
Q2 2023 549 $2.65B +$213M -$93.5M +$120M VUG, VTV, VB, IEFA, BND 13F-HR 8/4/2023, 05:17 PM
Q1 2023 536 $2.39B +$269M -$103M +$167M VUG, VTV, VB, IEFA, USFR 13F-HR 4/7/2023, 01:19 PM
Q4 2022 523 $2.09B +$212M -$115M +$97.4M VTV, VUG, VB, IEFA, VTI 13F-HR 2/2/2023, 08:56 AM
Q3 2022 509 $1.89B +$148M -$20.7M +$128M VTV, VUG, VB, IEFA, AAPL 13F-HR 10/11/2022, 07:51 PM
Q2 2022 518 $1.9B +$210M -$81.9M +$129M VTV, VUG, VB, IEFA, VTI 13F-HR 7/27/2022, 09:02 AM
Q1 2022 534 $2.16B +$147M -$54.8M +$92.1M VTV, VUG, VB, IEFA, AAPL 13F-HR 4/22/2022, 08:03 PM
Q4 2021 538 $2.21B +$169M -$33.6M +$136M VUG, VTV, VB, IEFA, BND 13F-HR 2/11/2022, 03:47 PM
Q3 2021 484 $1.93B +$130M -$55.6M +$74.6M VUG, VTV, VB, IEFA, BND 13F-HR 11/5/2021, 02:28 PM
Q2 2021 476 $1.88B +$127M -$70.1M +$56.6M VUG, VTV, VB, IEFA, BND 13F-HR 8/10/2021, 04:55 PM
Q1 2021 441 $1.72B +$116M -$54.4M +$61.2M VTV, VUG, VB, IEFA, BND 13F-HR 5/10/2021, 05:09 PM
Q4 2020 410 $1.6B +$151M -$29.3M +$121M VUG, VTV, VB, BND, VTI 13F-HR 1/19/2021, 08:22 AM
Q3 2020 362 $1.34B +$176M -$29.6M +$147M VUG, VTV, BND, VTI, VB 13F-HR 10/15/2020, 06:07 PM
Q2 2020 335 $1.16B +$156M -$36.6M +$120M VTI, VUG, BND, VTV, MSFT 13F-HR 8/3/2020, 04:57 PM
Q1 2020 294 $902M +$120M -$73.9M +$45.8M BND, VTI, CMF, VMBS, MSFT Restatement 4/27/2020, 03:31 PM
Q4 2019 336 $1.03B +$62.5M -$15.5M +$46.9M VTI, IEFA, CMF, BND, VB 13F-HR 1/21/2020, 11:11 AM
Q3 2019 317 $932M +$56.6M -$15.7M +$40.9M VTI, IEFA, CMF, BND, VMBS 13F-HR 10/16/2019, 02:46 PM
Q2 2019 320 $889M +$49.9M -$31.9M +$18M VTI, CMF, IEFA, BND, VMBS 13F-HR 8/8/2019, 09:44 PM
Q1 2019 315 $859M +$43.8M -$21.2M +$22.6M CMF, VTI, BND, IEFA, VMBS 13F-HR 5/14/2019, 05:07 PM
Q4 2018 276 $766M +$134M -$37.8M +$96M CMF, BND, VTI, IEFA, VMBS 13F-HR 2/7/2019, 04:42 PM
Q3 2018 283 $759M +$72.4M -$11.8M +$60.6M IEFA, BND, VTI, VUG, VMBS 13F-HR 11/1/2018, 04:29 PM
Q2 2018 267 $677M +$76M -$15.4M +$60.6M IEFA, BND, VTI, VMBS, VUG 13F-HR 8/8/2018, 11:50 AM
Q1 2018 236 $620M +$111M -$33.2M +$77.3M IEFA, BND, VTI, CMF, VUG 13F-HR 5/4/2018, 03:43 PM
Q4 2017 232 $584M +$53.3M -$10.3M +$43M IEFA, SPIB, CMF, VTV, VUG 13F-HR 2/9/2018, 02:50 PM
Q3 2017 209 $545M +$79.4M -$76.8M +$2.6M IEFA, SPIB, CMF, VUG, VTV 13F-HR 11/13/2017, 12:23 PM
Q2 2017 193 $526M +$14.3M -$10.1M +$4.21M DBEF, SPIB, CMF, SPSB, VUG 13F-HR 8/11/2017, 09:25 AM
Q1 2017 196 $514M +$22.9M -$27.6M -$4.72M DBEF, SPIB, CMF, VTV, SPSB 13F-HR 5/11/2017, 07:21 PM
Q4 2016 175 $503M +$98.9M -$10.7M +$88.1M DBEF, CMF, SPIB, VTV, VUG 13F-HR 1/27/2017, 07:53 AM
Q3 2016 161 $413M +$34.4M -$8.93M +$25.4M DBEF, SPIB, VTV, VUG, SPSB 13F-HR 11/14/2016, 12:40 PM
Q2 2016 161 $375M +$34.9M -$15.5M +$19.4M DBEF, VTV, VUG, SPIB, SPSB 13F-HR 8/3/2016, 06:40 AM
Q1 2016 158 $371M +$48.3M -$25.9M +$22.5M DBEF, VTV, VUG, VWO, SPSB 13F-HR 4/14/2016, 07:19 PM
Q4 2015 140 $353M +$26.8M -$9.03M +$17.8M DBEF, VTV, VUG, VWO, IGSB 13F-HR 2/12/2016, 06:29 PM
Q3 2015 133 $326M +$90.9M -$23.6M +$67.4M DBEF, VUG, VTV, VWO, DWM 13F-HR 10/21/2015, 09:22 PM
Q2 2015 137 $292M VTV, VUG, DWM, IGSB, SCZ 13F-HR 8/10/2015, 07:54 PM