MISSION WEALTH MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, MISSION WEALTH MANAGEMENT, LP held in its portfolio 500 assets valued at $5,012,615,008 (i.e. $5.01B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($478.70M), VANGUARD INDEX FDS ($459.31M), and ISHARES TR ($293.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MISSION WEALTH MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 981225 | 478700402 | GROWTH ETF |
| VANGUARD INDEX FDS | 2404910 | 459313831 | VALUE ETF |
| ISHARES TR | 3277563 | 293210803 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 1123663 | 289848929 | SMALL CP ETF |
| APPLE INC | 1021340 | 277661464 | COM |
| MICROSOFT CORP | 479424 | 231859263 | COM |
| NVIDIA CORPORATION | 985044 | 183710743 | COM |
| AMERICAN CENTY ETF TR | 1455229 | 119794451 | INTL EQT ETF |
| VANGUARD INDEX FDS | 328132 | 110012817 | TOTAL STK MKT |
| AMAZON COM INC | 348641 | 80473349 | COM |
| VANGUARD TAX-MANAGED FDS | 1270516 | 79369125 | VAN FTSE DEV MKT |
| ISHARES TR | 606886 | 72935585 | CORE S&P SCP ETF |
| ALPHABET INC | 222833 | 69924945 | CAP STK CL C |
| TESLA INC | 140141 | 63024188 | COM |
| ISHARES TR | 126922 | 60072024 | RUS 1000 GRW ETF |
| ISHARES TR | 411005 | 57271441 | ESG OPTIMIZED |
| ISHARES TR | 339109 | 50422149 | CORE S&P TTL STK |
| ISHARES TR | 221880 | 46670142 | RUS 1000 VAL ETF |
| BROADCOM INC | 133093 | 46063504 | COM |
| ISHARES TR | 431782 | 41058153 | ESG AW MSCI EAFE |
| AMERICAN CENTY ETF TR | 529756 | 40801791 | AVANTIS EMGMKT |
| ALPHABET INC | 119118 | 37283929 | CAP STK CL A |
| NUSHARES ETF TR | 818426 | 36542726 | NUVEEN ESG SMLCP |
| SPDR S&P 500 ETF TR | 52547 | 35833049 | TR UNIT |
| WISDOMTREE TR | 696849 | 35065458 | FLOATNG RAT TREA |
| ISHARES TR | 225333 | 33570052 | ESG AWR MSCI USA |
| DIMENSIONAL ETF TRUST | 719062 | 33501104 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 878847 | 33492862 | INTL CORE EQT MK |
| ISHARES TR | 527722 | 30059072 | CRE U S REIT ETF |
| META PLATFORMS INC | 43011 | 28391159 | CL A |
| DIMENSIONAL ETF TRUST | 689181 | 27284695 | US CORE EQUITY 2 |
| ISHARES INC | 599664 | 26487156 | ESG AWR MSCI EM |
| DIMENSIONAL ETF TRUST | 773451 | 25191309 | EMGR CRE EQT MNG |
| ISHARES TR | 36737 | 25162614 | CORE S&P500 ETF |
| ISHARES TR | 63640 | 23765676 | RUS 1000 ETF |
| INVESCO QQQ TR | 38676 | 23759114 | UNIT SER 1 |
| SPDR SERIES TRUST | 317509 | 22325551 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 67360 | 21704753 | COM |
| DIMENSIONAL ETF TRUST | 297096 | 20698688 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 441737 | 20673302 | US CORE EQT MKT |
| CAPITAL GROUP DIVIDEND VALUE | 459715 | 20061953 | SHS CREATION UNI |
| ARK ETF TR | 257273 | 19789425 | INNOVATION ETF |
| VANGUARD INTL EQUITY INDEX F | 356500 | 19165451 | FTSE EMR MKT ETF |
| ELI LILLY & CO | 17109 | 18386180 | COM |
| NETFLIX INC | 195845 | 18362451 | COM |
| CAPITAL GROUP GROWTH ETF | 412811 | 18357728 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 759394 | 18255839 | INTL EQTY ETF |
| INTUITIVE SURGICAL INC | 32088 | 18173601 | COM NEW |
| ISHARES TR | 223998 | 17366598 | EAFE SML CP ETF |
| VISA INC | 47384 | 16617920 | COM CL A |
| ORACLE CORP | 78277 | 15256903 | COM |
| HOME DEPOT INC | 42458 | 14609699 | COM |
| THE TRADE DESK INC | 382208 | 14508632 | COM CL A |
| JOHNSON & JOHNSON | 69768 | 14438575 | COM |
| VANGUARD SPECIALIZED FUNDS | 64200 | 14109843 | DIV APP ETF |
| APPLIED MATLS INC | 51916 | 13341975 | COM |
| VANGUARD SCOTTSDALE FDS | 106237 | 12934298 | VNG RUS1000GRW |
| EXXON MOBIL CORP | 96532 | 11616695 | COM |
| COSTCO WHSL CORP NEW | 13434 | 11584770 | COM |
| ISHARES TR | 174801 | 11536853 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 426374 | 11473735 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 192093 | 11437218 | US TARGETED VLU |
| VANGUARD INDEX FDS | 17164 | 10763843 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 149770 | 10726523 | ESG INTL STK ETF |
| DIMENSIONAL ETF TRUST | 207529 | 10355692 | INTERNATNAL VAL |
| NUSHARES ETF TR | 103058 | 10079117 | NUVEEN ESG LRGCP |
| NUSHARES ETF TR | 221362 | 9972340 | NUVEEN ESG LRGVL |
| APPFOLIO INC | 39107 | 9098244 | COM CL A |
| CHEVRON CORP NEW | 58188 | 8868504 | COM |
| ABBVIE INC | 37264 | 8514552 | COM |
| NUSHARES ETF TR | 233833 | 8467077 | NUVEEN ESG INTL |
| VANGUARD INDEX FDS | 92682 | 8201401 | REAL ESTATE ETF |
| BLACKROCK INC | 7399 | 7919856 | COM |
| WELLS FARGO CO NEW | 84775 | 7901044 | COM |
| ISHARES TR | 169146 | 7777317 | ESG AWARE MSCI |
| VANGUARD BD INDEX FDS | 104664 | 7752498 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 169897 | 7735404 | INTL SCEQT ETF |
| ISHARES INC | 114616 | 7704508 | CORE MSCI EMKT |
| VANGUARD WHITEHALL FDS | 49622 | 7121734 | HIGH DIV YLD |
| VANGUARD SCOTTSDALE FDS | 76459 | 7057157 | VNG RUS1000VAL |
| BANK AMERICA CORP | 123686 | 6802724 | COM |
| LAM RESEARCH CORP | 39142 | 6700245 | COM NEW |
| PROCTER AND GAMBLE CO | 46417 | 6651992 | COM |
| MANAGER DIRECTED PORTFOLIOS | 638212 | 6637410 | VERT GLB SUST RE |
| ADVANCED MICRO DEVICES INC | 30743 | 6583821 | COM |
| GOLDMAN SACHS ETF TR | 122745 | 6480945 | S&P 500 PREMIUM |
| MASTERCARD INCORPORATED | 11261 | 6428808 | CL A |
| VANGUARD MALVERN FDS | 81097 | 6317035 | CORE BD ETF |
| DIMENSIONAL ETF TRUST | 84510 | 6268142 | US EQUITY MARKET |
| TEXAS PACIFIC LAND CORPORATI | 21681 | 6227358 | COM |
| ISHARES TR | 15868 | 6138521 | RUSSELL 3000 ETF |
| WALMART INC | 54581 | 6080851 | COM |
| SELECT SECTOR SPDR TR | 42217 | 6077929 | STATE STREET TEC |
| SERVICENOW INC | 38619 | 5916012 | COM |
| INTERNATIONAL BUSINESS MACHS | 19935 | 5905091 | COM |
| UNITED RENTALS INC | 7068 | 5720125 | COM |
| VANGUARD INDEX FDS | 17799 | 5603203 | LARGE CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 109615 | 5522433 | SUSTAINABLE MUNI |
| SHERWIN WILLIAMS CO | 16958 | 5495062 | COM |
| CATERPILLAR INC | 9551 | 5471320 | COM |
| AFLAC INC | 49370 | 5444037 | COM |
| ISHARES TR | 56354 | 5411674 | MSCI EAFE ETF |
| CISCO SYS INC | 69490 | 5352824 | COM |
| VANGUARD WORLD FD | 6876 | 5183201 | INF TECH ETF |
| ISHARES TR | 54622 | 5128502 | U.S. REAL ES ETF |
| MCDONALDS CORP | 16745 | 5117799 | COM |
| ISHARES BITCOIN TRUST ETF | 102934 | 5110671 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 154337 | 5054544 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 176874 | 5037378 | US SML CAP ETF |
| FIFTH THIRD BANCORP | 107532 | 5033573 | COM |
| UNITEDHEALTH GROUP INC | 15147 | 5000298 | COM |
| LOWES COS INC | 20577 | 4962444 | COM |
| SPDR GOLD TR | 12422 | 4922776 | GOLD SHS |
| VANGUARD STAR FDS | 63559 | 4794927 | VG TL INTL STK F |
| ISHARES TR | 56019 | 4741484 | CORE MSCI TOTAL |
| INTEL CORP | 126434 | 4665400 | COM |
| ISHARES TR | 37529 | 4625869 | S&P 500 GRWT ETF |
| ISHARES TR | 67792 | 4550884 | MSCI ACWI EX US |
| TEXAS INSTRS INC | 26030 | 4515998 | COM |
| J P MORGAN EXCHANGE TRADED F | 97086 | 4514492 | BETABUILDERS USD |
| CROWDSTRIKE HLDGS INC | 9472 | 4440039 | CL A |
| EATON CORP PLC | 13540 | 4312747 | SHS |
| RTX CORPORATION | 23399 | 4291401 | COM |
| ISHARES TR | 74424 | 4276407 | CALIF MUN BD ETF |
| HINGHAM INSTN SVGS MASS | 14870 | 4222486 | COM |
| STRYKER CORPORATION | 11988 | 4213418 | COM |
| MARRIOTT INTL INC NEW | 13559 | 4206511 | CL A |
| GENERAL DYNAMICS CORP | 12433 | 4185717 | COM |
| PALO ALTO NETWORKS INC | 22412 | 4128361 | COM |
| ABBOTT LABS | 32794 | 4108792 | COM |
| GOLDMAN SACHS GROUP INC | 4596 | 4039538 | COM |
| QUALCOMM INC | 23322 | 3989281 | COM |
| VANGUARD WORLD FD | 32732 | 3959207 | ESG US STK ETF |
| WISDOMTREE TR | 57481 | 3952413 | INTL EQUITY FD |
| SALESFORCE INC | 14895 | 3945846 | COM |
| GE AEROSPACE | 12656 | 3898285 | COM NEW |
| NORTHROP GRUMMAN CORP | 6809 | 3882845 | COM |
| AMERICAN EXPRESS CO | 10492 | 3881648 | COM |
| ISHARES TR | 40196 | 3865246 | 7-10 YR TRSY BD |
| EDWARDS LIFESCIENCES CORP | 45306 | 3862316 | COM |
| AKAMAI TECHNOLOGIES INC | 43384 | 3785238 | COM |
| ISHARES TR | 35155 | 3765492 | NATIONAL MUN ETF |
| KEYSIGHT TECHNOLOGIES INC | 18529 | 3765001 | COM |
| VEEVA SYS INC | 16763 | 3741967 | CL A COM |
| DANAHER CORPORATION | 16204 | 3709416 | COM |
| INTUIT | 5521 | 3657500 | COM |
| CAPITAL GRP FIXED INCM ETF T | 132313 | 3654489 | US MULTI-SECTOR |
| CAPITAL GRP FIXED INCM ETF T | 136954 | 3632025 | CORE BOND ETF |
| UNION PAC CORP | 15199 | 3515742 | COM |
| NUSHARES ETF TR | 97344 | 3463514 | NUVEEN ESG EMRGN |
| CHUBB LIMITED | 10905 | 3403625 | COM |
| AMGEN INC | 10326 | 3379723 | COM |
| AGILENT TECHNOLOGIES INC | 24595 | 3346685 | COM |
| HONEYWELL INTL INC | 17055 | 3327173 | COM |
| ACCENTURE PLC IRELAND | 12304 | 3301123 | SHS CLASS A |
| MICRON TECHNOLOGY INC | 11357 | 3241439 | COM |
| ISHARES TR | 28357 | 3224708 | SP SMCP600VL ETF |
| VANGUARD INTL EQUITY INDEX F | 70148 | 3215593 | GLB EX US ETF |
| ISHARES TR | 12972 | 3193249 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 57942 | 3173467 | STATE STREET FIN |
| DISNEY WALT CO | 27268 | 3102251 | COM |
| SPDR INDEX SHS FDS | 75293 | 3076480 | S&P INTL SMLCP |
| TAIWAN SEMICONDUCTOR MFG LTD | 10097 | 3068476 | SPONSORED ADS |
| ISHARES TR | 21535 | 3039426 | SELECT DIVID ETF |
| MERCK & CO INC | 28781 | 3029499 | COM |
| COCA COLA CO | 42426 | 2965982 | COM |
| SCHWAB STRATEGIC TR | 112519 | 2951380 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 66368 | 2824611 | CORE FIXED INCOM |
| WISDOMTREE TR | 31678 | 2790199 | US LARGECAP DIVD |
| VANGUARD INDEX FDS | 13174 | 2790131 | SM CP VAL ETF |
| NEXTERA ENERGY INC | 34626 | 2779771 | COM |
| ISHARES TR | 13829 | 2746707 | MSCI USA QLT FCT |
| PEPSICO INC | 19082 | 2738719 | COM |
| VANGUARD WHITEHALL FDS | 40539 | 2733578 | EM MK GOV BD ETF |
| PURE STORAGE INC | 40698 | 2727173 | CL A |
| THERMO FISHER SCIENTIFIC INC | 4697 | 2721913 | COM |
| SCHWAB STRATEGIC TR | 91593 | 2712075 | US LCAP VA ETF |
| AMPHENOL CORP NEW | 19767 | 2671247 | CL A |
| T-MOBILE US INC | 13136 | 2667041 | COM |
| NORTHPOINTE BANCSHARES INC. | 157515 | 2643102 | COM SHS |
| KKR & CO INC | 20567 | 2621821 | COM |
| VANGUARD INTL EQUITY INDEX F | 18086 | 2592206 | FTSE SMCAP ETF |
| SAMSARA INC | 71714 | 2542262 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 34202 | 2515873 | ALLWRLD EX US |
| BOEING CO | 11573 | 2512782 | COM |
| VANGUARD INDEX FDS | 8147 | 2461350 | SML CP GRW ETF |
| S&P GLOBAL INC | 4701 | 2456895 | COM |
| BOOKING HOLDINGS INC | 457 | 2449780 | COM |
| PALANTIR TECHNOLOGIES INC | 13701 | 2435441 | CL A |
| WORKDAY INC | 11184 | 2402020 | CL A |
| TIDAL TRUST I | 46669 | 2383388 | SP FDS S&P 500 |
| SHOPIFY INC | 14737 | 2372201 | CL A SUB VTG SHS |
| WORLD GOLD TR | 27438 | 2342383 | SPDR GLD MINIS |
| CAPITOL SER TR | 77378 | 2319014 | FAIRLEAD TACTICA |
| DEERE & CO | 4927 | 2293990 | COM |
| UBER TECHNOLOGIES INC | 27955 | 2284217 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| ASML HOLDING N V | 2112 | 2260046 | N Y REGISTRY SHS |
| LISTED FDS TR | 35924 | 2228348 | WAHED FTSE ETF |
| ADOBE INC | 6344 | 2220238 | COM |
| ALLSTATE CORP | 10628 | 2212224 | COM |
| CUMMINS INC | 4308 | 2199186 | COM |
| CLOUDFLARE INC | 10649 | 2099463 | CL A COM |
| VERIZON COMMUNICATIONS INC | 51360 | 2091880 | COM |
| WISDOMTREE TR | 23167 | 2071867 | US QTLY DIV GRT |
| FIDELITY COMWLTH TR | 22621 | 2067566 | NASDAQ COMPSIT |
| ISHARES TR | 9460 | 2006202 | S&P 500 VAL ETF |
| SPDR DOW JONES INDL AVERAGE | 4140 | 1989601 | UT SER 1 |
| LOCKHEED MARTIN CORP | 4079 | 1973093 | COM |
| WASTE MGMT INC DEL | 8952 | 1966771 | COM |
| LINDE PLC | 4427 | 1887742 | SHS |
| FIDELITY WISE ORIGIN BITCOIN | 24621 | 1876862 | SHS |
| ISHARES TR | 38993 | 1870498 | MSCI INTL MOMENT |
| INVESCO EXCHANGE TRADED FD T | 24300 | 1858622 | DORSEY WRGT TECH |
| AUTODESK INC | 6236 | 1845882 | COM |
| VERTEX PHARMACEUTICALS INC | 4056 | 1838814 | COM |
| DUKE ENERGY CORP NEW | 15485 | 1814950 | COM NEW |
| CONOCOPHILLIPS | 19380 | 1814148 | COM |
| DIMENSIONAL ETF TRUST | 54895 | 1805497 | US SMALL CAP VAL |
| CADENCE DESIGN SYSTEM INC | 5739 | 1793754 | COM |
| AUTOMATIC DATA PROCESSING IN | 6913 | 1778145 | COM |
| AIRBNB INC | 13021 | 1767203 | COM CL A |
| ISHARES TR | 17674 | 1765234 | CORE US AGGBD ET |
| ARGAN INC | 5510 | 1726394 | COM |
| PHILIP MORRIS INTL INC | 10541 | 1690826 | COM |
| BANK NEW YORK MELLON CORP | 14534 | 1687255 | COM |
| ECOLAB INC | 6370 | 1672155 | COM |
| MCKESSON CORP | 2032 | 1666890 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 20705 | 1662573 | COM |
| KLA CORP | 1360 | 1652005 | COM NEW |
| STARBUCKS CORP | 19607 | 1651093 | COM |
| HEWLETT PACKARD ENTERPRISE C | 68713 | 1650490 | COM |
| DECKERS OUTDOOR CORP | 15698 | 1627377 | COM |
| GE VERNOVA INC | 2467 | 1612517 | COM |
| TJX COS INC NEW | 10482 | 1610131 | COM |
| SCHWAB STRATEGIC TR | 65829 | 1604253 | SHT TM US TRES |
| VANGUARD WORLD FD | 3874 | 1599138 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 5503 | 1597005 | MID CAP ETF |
| SHELL PLC | 21721 | 1596078 | SPON ADS |
| BRISTOL-MYERS SQUIBB CO | 29444 | 1588196 | COM |
| XYLEM INC | 11551 | 1573066 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 5701 | 1569958 | ORD SHS |
| MARSH & MCLENNAN COS INC | 8444 | 1566542 | COM |
| GILEAD SCIENCES INC | 12689 | 1557413 | COM |
| EXPEDITORS INTL WASH INC | 10374 | 1545897 | COM |
| DIMENSIONAL ETF TRUST | 46766 | 1530652 | WORLD EX US CORE |
| PROGRESSIVE CORP | 6698 | 1525339 | COM |
| SCHWAB STRATEGIC TR | 55478 | 1521766 | US DIVIDEND EQ |
| ISHARES TR | 21699 | 1506379 | CORE DIV GRWTH |
| NOVARTIS AG | 10920 | 1505560 | SPONSORED ADR |
| DOVER CORP | 7698 | 1503027 | COM |
| VANGUARD WORLD FD | 5170 | 1488250 | HEALTH CAR ETF |
| ISHARES TR | 10796 | 1478354 | RUS MD CP GR ETF |
| ZSCALER INC | 6517 | 1465847 | COM |
| AFFIRM HLDGS INC | 19521 | 1452949 | COM CL A |
| NASDAQ INC | 14950 | 1452102 | COM |
| VANGUARD INTL EQUITY INDEX F | 16031 | 1449203 | FTSE PACIFIC ETF |
| ISHARES TR | 38579 | 1442654 | BROAD USD HIGH |
| ISHARES TR | 30022 | 1436545 | ESG AWR US AGRGT |
| VANGUARD WORLD FD | 10741 | 1433794 | FINANCIALS ETF |
| MORGAN STANLEY | 7991 | 1418592 | COM NEW |
| VANGUARD WORLD FD | 11131 | 1401655 | ENERGY ETF |
| TERADYNE INC | 7216 | 1396663 | COM |
| CORNING INC | 15817 | 1384900 | COM |
| AON PLC | 3909 | 1379421 | SHS CL A |
| NORFOLK SOUTHN CORP | 4683 | 1351977 | COM |
| TCW ETF TRUST | 16846 | 1351437 | TRANSFRM 500 ETF |
| ISHARES TR | 9450 | 1333947 | S&P SML 600 GWT |
| PIMCO ETF TR | 49915 | 1331734 | MULTISECTOR BD |
| ANALOG DEVICES INC | 4902 | 1329354 | COM |
| ISHARES GOLD TR | 16204 | 1315279 | ISHARES NEW |
| BLACKSTONE INC | 8482 | 1307483 | COM |
| VANGUARD INTL EQUITY INDEX F | 9046 | 1276084 | TT WRLD ST ETF |
| VANGUARD SCOTTSDALE FDS | 15974 | 1273608 | SHRT TRM CORP BD |
| PFIZER INC | 50478 | 1256901 | COM |
| ISHARES TR | 22875 | 1251485 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 38080 | 1242170 | US LCAP GR ETF |
| EMCOR GROUP INC | 2029 | 1241189 | COM |
| METTLER TOLEDO INTERNATIONAL | 888 | 1238320 | COM |
| US BANCORP DEL | 23026 | 1228642 | COM NEW |
| AT&T INC | 49454 | 1228445 | COM |
| WEST PHARMACEUTICAL SVSC INC | 4447 | 1223544 | COM |
| DIMENSIONAL ETF TRUST | 32182 | 1222919 | INTL SMALL CAP V |
| HCA HEALTHCARE INC | 2606 | 1216794 | COM |
| FEDEX CORP | 4202 | 1213826 | COM |
| DIMENSIONAL ETF TRUST | 36563 | 1204389 | INTL SMALL CAP E |
| VANGUARD ADMIRAL FDS INC | 2687 | 1194449 | 500 GRTH IDX F |
| DBX ETF TR | 24785 | 1192427 | XTRACK MSCI EAFE |
| NIKE INC | 18578 | 1183582 | CL B |
| CIRCLE INTERNET GROUP INC | 14903 | 1181808 | COM CL A |
| WW GRAINGER INC | 1169 | 1179916 | COM |
| ALTRIA GROUP INC | 20126 | 1160492 | COM |
| MERCADOLIBRE INC | 568 | 1143435 | COM |
| CONSTELLATION ENERGY CORP | 3230 | 1141186 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 29338 | 1128914 | UNIT LTD PARTN |
| CHURCH & DWIGHT CO INC | 13423 | 1125499 | COM |
| CAPITAL ONE FINL CORP | 4635 | 1123398 | COM |
| TRAVELERS COMPANIES INC | 3865 | 1121180 | COM |
| VANGUARD WORLD FD | 5259 | 1110936 | CONSUM STP ETF |
| GLOBAL X FDS | 13498 | 1109896 | S&P 500 CATHOLIC |
| SOUTHERN CO | 12569 | 1096022 | COM |
| MOTOROLA SOLUTIONS INC | 2854 | 1094171 | COM NEW |
| TRIMBLE INC | 13732 | 1075881 | COM |
| WATERS CORP | 2812 | 1068188 | COM |
| SCHWAB STRATEGIC TR | 29478 | 1062987 | FUNDAMENTAL EMER |
| AMERICAN ELEC PWR CO INC | 9218 | 1062912 | COM |
| ISHARES TR | 19693 | 1061063 | ISHS 5-10YR INVT |
| NOVO-NORDISK A S | 20760 | 1056278 | ADR |
| CRH PLC | 8447 | 1054233 | ORD |
| CSX CORP | 29075 | 1053960 | COM |
| FAIR ISAAC CORP | 622 | 1051903 | COM |
| PRUDENTIAL FINL INC | 9268 | 1046196 | COM |
| SUMITOMO MITSUI FINL GROUP I | 53947 | 1042792 | SPONSORED ADR |
| ENTERPRISE PRODS PARTNERS L | 32348 | 1037064 | COM |
| WOODWARD INC | 3429 | 1036654 | COM |
| WESTERN DIGITAL CORP | 5919 | 1019630 | COM |
| XCEL ENERGY INC | 13566 | 1002022 | COM |
| ISHARES SILVER TR | 15523 | 999960 | ISHARES |
| MARKEL GROUP INC | 461 | 990654 | COM |
| NORTHERN TR CORP | 7225 | 986872 | COM |
| BLACKROCK ETF TRUST II | 18664 | 984898 | ISHARES FLEXIBLE |
| ELECTRONIC ARTS INC | 4761 | 972915 | COM |
| CME GROUP INC | 3559 | 971965 | COM |
| IDEXX LABS INC | 1424 | 963508 | COM |
| OREILLY AUTOMOTIVE INC | 10561 | 963286 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2715 | 951572 | COM |
| COMCAST CORP NEW | 31752 | 949073 | CL A |
| ISHARES TR | 9891 | 931315 | MSCI USA MIN VOL |
| DIMENSIONAL ETF TRUST | 21372 | 928186 | US SUSTAINABILTY |
| VANGUARD SCOTTSDALE FDS | 11001 | 921367 | INT-TERM CORP |
| PHILLIPS 66 | 7094 | 915370 | COM |
| ISHARES TR | 4581 | 914735 | U.S. TECH ETF |
| VANGUARD MUN BD FDS | 18169 | 913720 | TAX EXEMPT BD |
| ORMAT TECHNOLOGIES INC | 8221 | 908222 | COM |
| ALLEGION PLC | 5702 | 907935 | ORD SHS |
| INVESCO EXCHANGE TRADED FD T | 19912 | 906205 | S&P500 EQL TEC |
| SAP SE | 3642 | 884646 | SPON ADR |
| ISHARES INC | 12158 | 883644 | MSCI EMRG CHN |
| BP PLC | 25388 | 881731 | SPONSORED ADR |
| ISHARES TR | 2563 | 879081 | S&P 100 ETF |
| VANGUARD WORLD FD | 3471 | 871812 | MEGA CAP INDEX |
| UNITED PARCEL SERVICE INC | 8730 | 865915 | CL B |
| ISHARES TR | 6567 | 864129 | S&P MC 400VL ETF |
| INTERACTIVE BROKERS GROUP IN | 13420 | 863041 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 39457 | 854641 | EMRNG MKT SVRG |
| CARDINAL HEALTH INC | 4157 | 854204 | COM |
| ISHARES TR | 2625 | 848030 | RUS 2000 GRW ETF |
| CORTEVA INC | 12572 | 842669 | COM |
| RELX PLC | 20670 | 835473 | SPONSORED ADR |
| COHERENT CORP | 4526 | 835392 | COM |
| HARTFORD INSURANCE GROUP INC | 6055 | 834424 | COM |
| VANGUARD WORLD FD | 2109 | 830961 | CONSUM DIS ETF |
| TRACTOR SUPPLY CO | 16549 | 827595 | COM |
| SELECT SECTOR SPDR TR | 5327 | 824633 | STATE STREET HEA |
| ISHARES TR | 9207 | 824569 | CORE 80/20 AGGRE |
| VERTIV HOLDINGS CO | 5065 | 820624 | COM CL A |
| HP INC | 36789 | 819651 | COM |
| MONGODB INC | 1939 | 813839 | CL A |
| INTERNATIONAL PAPER CO | 20488 | 807016 | COM |
| MSCI INC | 1401 | 803753 | COM |
| DIMENSIONAL ETF TRUST | 23262 | 801616 | INTL CORE EQUITY |
| FIDELITY COVINGTON TRUST | 10740 | 797784 | MSCI HLTH CARE I |
| BADGER METER INC | 4550 | 793644 | COM |
| MARATHON PETE CORP | 4856 | 789678 | COM |
| SCHWAB STRATEGIC TR | 16962 | 766838 | FUNDAMENTAL INTL |
| ISHARES TR | 7948 | 765169 | RUS MID CAP ETF |
| SCHWAB STRATEGIC TR | 32739 | 765111 | US AGGREGATE B |
| PUBLIC STORAGE OPER CO | 2910 | 755217 | COM |
| BEST BUY INC | 11235 | 751969 | COM |
| APPLIED DIGITAL CORP | 30634 | 751140 | COM NEW |
| DAVITA INC | 6587 | 748350 | COM |
| ISHARES TR | 10466 | 747378 | EAFE VALUE ETF |
| FIDELITY COVINGTON TRUST | 3307 | 743033 | MSCI INFO TECH I |
| SELECT SECTOR SPDR TR | 8129 | 740825 | STATE STREET CON |
| BROADRIDGE FINL SOLUTIONS IN | 3317 | 740144 | COM |
| MONDELEZ INTL INC | 13741 | 739652 | CL A |
| FACTSET RESH SYS INC | 2526 | 733045 | COM |
| ASTRAZENECA PLC | 7837 | 720439 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 27111 | 716264 | GLOBAL REAL EST |
| SPDR S&P MIDCAP 400 ETF TR | 1185 | 714689 | UTSER1 S&PDCRP |
| HSBC HLDGS PLC | 9072 | 713721 | SPON ADR NEW |
| SELECT SECTOR SPDR TR | 15925 | 712010 | STATE STREET ENE |
| GENERAL MLS INC | 15275 | 710308 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1400 | 703710 | CL B NEW |
| DIMENSIONAL ETF TRUST | 14594 | 699805 | SHORT DURATION F |
| FISERV INC | 10364 | 696137 | COM |
| DIMENSIONAL ETF TRUST | 20228 | 692000 | US LARGE CAP VAL |
| SCHWAB STRATEGIC TR | 32918 | 687648 | US REIT ETF |
| SONY GROUP CORP | 26816 | 686483 | SPONSORED ADR |
| CLOROX CO DEL | 6772 | 682798 | COM |
| ENERGY TRANSFER L P | 41125 | 678148 | COM UT LTD PTN |
| TARGET CORP | 6937 | 678055 | COM |
| ISHARES TR | 10385 | 675118 | CORE 60/40 BALAN |
| ISHARES TR | 3699 | 670367 | RUS 2000 VAL ETF |
| ZOOM COMMUNICATIONS INC | 7743 | 668163 | CL A |
| STRUCTURE THERAPEUTICS INC | 9583 | 666498 | SPONSORED ADS |
| DIMENSIONAL ETF TRUST | 28987 | 663846 | US REAL ESTATE E |
| BRIGHT HORIZONS FAM SOL IN D | 6544 | 663562 | COM |
| SYNOPSYS INC | 1405 | 660168 | COM |
| VANGUARD WORLD FD | 2209 | 659060 | INDUSTRIAL ETF |
| ARISTA NETWORKS INC | 4974 | 651740 | COM SHS |
| AMERIPRISE FINL INC | 1329 | 651540 | COM |
| FERGUSON ENTERPRISES INC | 2919 | 649891 | COMMON STOCK NEW |
| SELECT SECTOR SPDR TR | 4173 | 647369 | STATE STREET IND |
| ANIXA BIOSCIENCES INC | 206900 | 645528 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 40503 | 642373 | SPONSORED ADS |
| CARPENTER TECHNOLOGY CORP | 2033 | 640089 | COM |
| GALLAGHER ARTHUR J & CO | 2469 | 639063 | COM |
| BAKER HUGHES COMPANY | 14024 | 638639 | CL A |
| PIMCO ETF TR | 12181 | 638407 | INTER MUN BD ACT |
| AMERICAN CENTY ETF TR | 8379 | 634880 | US LARGE CAP VLU |
| ONEOK INC NEW | 8620 | 633595 | COM |
| UNILEVER PLC | 9675 | 632745 | SPON ADR NEW |
| ROSS STORES INC | 3511 | 632398 | COM |
| SOUTHERN COPPER CORP | 4400 | 631315 | COM |
| 3M CO | 3941 | 630928 | COM |
| VANGUARD INTL EQUITY INDEX F | 7523 | 628984 | FTSE EUROPE ETF |
| ZOETIS INC | 4973 | 625752 | CL A |
| ISHARES TR | 6057 | 621036 | CORE S&P US VLU |
| BHP GROUP LTD | 10162 | 613489 | SPONSORED ADS |
| YETI HLDGS INC | 13805 | 609767 | COM |
| TRANE TECHNOLOGIES PLC | 1549 | 602893 | SHS |
| CITIGROUP INC | 5144 | 600302 | COM NEW |
| SYSCO CORP | 8140 | 599857 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 8773 | 599723 | SHS REP COM UT |
| NOKIA CORP | 92519 | 598599 | SPONSORED ADR |
| INSULET CORP | 2101 | 597189 | COM |
| EBAY INC. | 6783 | 590835 | COM |
| ISHARES TR | 6073 | 588356 | S&P MC 400GR ETF |
| HERSHEY CO | 3228 | 587504 | COM |
| RIO TINTO PLC | 7324 | 586148 | SPONSORED ADR |
| GILDAN ACTIVEWEAR INC | 9373 | 585444 | COM |
| MOLSON COORS BEVERAGE CO | 12495 | 583281 | CL B |
| BOISE CASCADE CO DEL | 7893 | 580959 | COM |
| CONSOLIDATED EDISON INC | 5788 | 574824 | COM |
| FIDELITY COVINGTON TRUST | 15566 | 569401 | ENHANCED INTL |
| OKLO INC | 7924 | 568627 | COM CL A |
| TOTALENERGIES SE | 8532 | 558133 | ACT |
| EASTGROUP PPTYS INC | 3132 | 557935 | COM |
| WISDOMTREE TR | 11922 | 556890 | EMER MKT HIGH FD |
| BRITISH AMERN TOB PLC | 9791 | 554381 | SPONSORED ADR |
| ENERGY RECOVERY INC | 40787 | 550217 | COM |
| INVESCO EXCHANGE TRADED FD T | 2871 | 550022 | S&P500 EQL WGT |
| WEYERHAEUSER CO MTN BE | 23207 | 549771 | COM NEW |
| NUSHARES ETF TR | 24512 | 547960 | NUVEEN ESG US |
| VANGUARD WORLD FD | 2931 | 542353 | UTILITIES ETF |
| SCHWAB CHARLES CORP | 5426 | 542120 | COM |
| TOYOTA MOTOR CORP | 2531 | 541747 | ADS |
| CURTISS WRIGHT CORP | 980 | 540507 | COM |
| SELECT SECTOR SPDR TR | 4586 | 539890 | STATE STREET COM |
| ISHARES TR | 5141 | 539805 | GLOBAL TECH ETF |
| TEGNA INC | 27775 | 539122 | COM |
| AMKOR TECHNOLOGY INC | 13647 | 538784 | COM |
| INVESCO EXCHANGE TRADED FD T | 7164 | 537634 | S&P500 QUALITY |
| ILLINOIS TOOL WKS INC | 2165 | 533181 | COM |
| UBS GROUP AG | 11419 | 528812 | SHS |
| AIR PRODS & CHEMS INC | 2136 | 527640 | COM |
| SPROTT ASSET MANAGEMENT LP | 11450 | 524410 | PHYSICAL GOLD AN |
| ISHARES TR | 21008 | 524138 | GLOBAL REIT ETF |
| ISHARES TR | 3107 | 521789 | CORE S&P US GWT |
| BITMINE IMMERSION TECNOLOGIE | 19069 | 517724 | COM NEW |
| KROGER CO | 8240 | 514808 | COM |
| PPG INDS INC | 4998 | 512049 | COM |
| EDISON INTL | 8506 | 510560 | COM |
| INVESCO EXCH TRADED FD TR II | 9580 | 504292 | RUSEL 1000 EQL |
| MOODYS CORP | 982 | 501695 | COM |
| PROFESIONALLY MANAGED PORTFO | 7632 | 499973 | AKRE FOCUS ETF |
| ISHARES INC | 2641 | 490619 | MSCI WORLD ETF |
| ISHARES TR | 3458 | 487796 | RUS MDCP VAL ETF |
| WEC ENERGY GROUP INC | 4601 | 485215 | COM |
| WILLIAMS COS INC | 8071 | 485177 | COM |
| SPDR INDEX SHS FDS | 17083 | 478332 | DJ INTL RL ETF |
| LUMENTUM HLDGS INC | 1295 | 477409 | COM |
| VALERO ENERGY CORP | 2920 | 475371 | COM |
| NETAPP INC | 4405 | 471760 | COM |
| INVESCO EXCHANGE TRADED FD T | 3002 | 470204 | AEROSPACE DEFN |
| WHEATON PRECIOUS METALS CORP | 3948 | 463969 | COM |
| CANADIAN IMPERIAL BANK OF CO | 5119 | 463833 | COM |
| KIMBERLY-CLARK CORP | 4595 | 463639 | COM |
| INGERSOLL RAND INC | 5805 | 459900 | COM |
| INVESCO EXCHANGE TRADED FD T | 9776 | 458707 | RAFI US 1000 ETF |
| REGENERON PHARMACEUTICALS | 589 | 454398 | COM |
| PROLOGIS INC. | 3552 | 453416 | COM |
| QUANTA SVCS INC | 1072 | 452276 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 11638 | 450748 | SHS NEW |
| SCHWAB STRATEGIC TR | 14852 | 446605 | US MID-CAP ETF |
| NEW YORK TIMES CO | 6429 | 446312 | CL A |
| GENERAL MTRS CO | 5443 | 442601 | COM |
| KAYNE ANDERSON ENERGY INFRST | 35683 | 441756 | COM |
| THE CIGNA GROUP | 1604 | 441377 | COM |
| REVVITY INC | 4560 | 441224 | COM |
| VANGUARD INDEX FDS | 2451 | 434646 | MCAP VL IDXVIP |
| MEDTRONIC PLC | 4518 | 433974 | SHS |
| ENBRIDGE INC | 9038 | 432295 | COM |
| CVS HEALTH CORP | 5443 | 431980 | COM |
| BLACK HILLS CORP | 6216 | 431545 | COM |
| FIDELITY COVINGTON TRUST | 5523 | 429327 | MSCI FINLS IDX |
| MARTIN MARIETTA MATLS INC | 689 | 429130 | COM |
| SANDISK CORP | 1802 | 427759 | COM |
| AMERICAN TOWER CORP NEW | 2432 | 427046 | COM |
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