Mission Hills Financial Advisory, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Vectors ETF Tr Bdc Inco with a value of $16.8B, Pimco Corporate & Income Strategy Fund with a value of $15.8B, Pimco ETF Tr Enhanced Sht Matu with a value of $15.6B, Pimco Dynamic Income Fund with a value of $12.6B, and Global X Fdsnasdaq 100 Covered with a value of $11.9B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $161B to 188B.

Mission Hills Financial Advisory, LLC is based out at San Diego, CA

Below you can find more details about Mission Hills Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Billion
ETFs: $133 Billion
Financial Services: $43 Billion
Technology: $10.8 Billion
Real Estate: $267 Million
Consumer Cyclical: $244 Million
Communication Services: $213 Million
Healthcare: $205 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $188 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Mission Hills Financial Advisory, LLC Portfolio

Follow Mission Hills Financial Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Hills Financial Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mission Hills Financial Advisory, LLC with notifications on news.