MISSION WEALTH MANAGEMENT, LP
Q4 2025 13F Holdings
Location
Santa Barbara, CA
Holdings as of
12/31/2025
Value
$5.01B
Value excl. options
$4.91B
Num holdings
734
Date filed
2/5/2026
Form type
13F-HR
Prev filing
11/4/2025
Next filing
5/15/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type