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Mission Financial Group, LLC

Mission Financial Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 2113810, reporting 156 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NV
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-21

Top 10 portfolio positions

The largest reported holdings in Mission Financial Group, LLC's most recent 13F filing, ranked by reported market value.

  1. PIMCO ETF TR (MINT)
  2. VANGUARD INDEX FDS (VTI)
  3. APPLE INC (AAPL)
  4. MICROSOFT CORP (MSFT)
  5. FIDELITY MERRIMACK STR TR (FBND)
  6. T ROWE PRICE EXCHANGE-TRADED (TBUX)
  7. FIRST TR EXCHANGE-TRADED FD (IGLD)
  8. FIRST TR EXCHANGE TRADED FD (FTHI)
  9. ALPHABET INC (GOOGL)
  10. FIRST TR EXCHNG TRADED FD VI (DAUG)
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