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Mission Hills Financial Advisory - Q2 2026 13F Filings

MI

Mission Hills Financial Advisory, LLC

CIK: 0002043220
Address: California San Diego 1633 West Lewis Street
$227.62 M
Portfolio Value
89
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+16.53%
$227.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mission Hills Financial Advisory Q2 2026 Filing Summary

Mission Hills Financial Advisory, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 227.62 M reflecting a +16.53% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 57.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 35 new positions and 0 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Mission Hills Financial Advisory’s Q2 2026 Filing

Mission Hills Financial Advisory submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Mission Hills Financial Advisory reported a managed portfolio value of 227.62 M, consisting of 89 individual positions.

This page displays the raw filing documents. To see which stocks Mission Hills Financial Advisory bought or sold during Q2 2026, please visit Mission Hills Financial Advisory's Portfolio Analysis page.