Mission Wealth Management LP Portfolio Changes in Q2 2026
This report details observable purchases and sales by Mission Wealth Management LP during the second quarter of 2026, based on available data.
As part of its investment strategy, Mission Wealth Management LP made several adjustments to its portfolio holdings during the period leading up to June 30th, 2026.
The investor showed a strong focus on Technology stocks in their buying activities. Notably, they increased their position in NVIDIA Corporation (NVDA) by 794,900 shares, representing a massive +94.84% change from the previous period and adding significantly to its allocation.
Alongside NVDA, Mission Wealth Management LP purchased substantial amounts of other Technology stocks including Apple Inc. (AAPL), acquiring 316,286 shares (+35.31%), and Microsoft Corporation (MSFT), adding 232,040 shares (+56.24%). These purchases reflect confidence in the Technology sector's performance during this quarter.
Conversely, they also sold positions within the same Technology sector, specifically reducing their stake in Tesla Inc. (TSLA). The data indicates a decrease of 580,050 shares (-416.51%) from the prior period for this stock.
Outside Technology, significant buying activity was observed in Amazon.com Inc. (AMZN), where shares increased by 264,015 (+80.43%). This suggests continued interest in the Consumer Cyclical space.
Among Exchange-Traded Funds (ETFs), Mission Wealth Management LP demonstrated considerable buying activity with Vanguard Information Technology ETF (VUG). They added 654,952 shares (+663.74%), making it a major addition to the portfolio.
Additionally, they purchased American Century Information Technology ETF (AVDE), acquiring 1,741,563 shares (+51.11%) during the quarter.
On the selling side for ETFs, they reduced their position in Vanguard Total Stock Market ETF (VTV), decreasing shares by 708,390 (-29.48%). They also sold into the fixed income space via WisdomTree Short Duration High Yield Bond ETF (USFR), reducing its position by 1,001,265 shares (-115.19%), and exited positions in other funds like Goldman Sachs Equity Index Fund ETF (GPIX) and iShares Strategic US Treasury ETF (IEFA).