Investment firm Mission Wealth Management, LP has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 781 separate positions held by the firm, managed by Managing Member Brad Stark.
The portfolio is diversified across a wide range of sectors, with notable positions in large-cap technology and consumer companies. Apple Inc. is the largest holding, with 930,737 shares. Other significant technology positions include Broadcom Inc. (197,669 shares), Amazon.com Inc. (444,948 shares), and Microsoft (930,737 shares).
Major financial institutions are also represented in the portfolio. Bank of America Corp holds 142,696 shares, while BlackRock Inc. holds 9,729 shares. The firm also holds significant stakes in energy and industrial companies, including Chevron Corporation (60,539 shares) and Caterpillar Inc. (24,441 shares).
The filing also includes a substantial allocation to exchange-traded funds (ETFs), with positions in Dimensional ETF Trust funds covering various global and domestic equity strategies, as well as American Century Investments ETFs focused on international and large-cap equities.
