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Mission Hills Financial Advisory - Q4 2025 13F Filings

MI

Mission Hills Financial Advisory, LLC

CIK: 0002043220
Address: California San Diego 1633 West Lewis Street
$189.39 M
Portfolio Value
53
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$16.75 M
2. XLY Consumer Discretionary Select Sector Spdr Fund
+$2.66 M
3. REZ Ishares Residential And Multisector Real Estate Etf
+$2.2 M
4. BIZD Vaneck Bdc Income Etf
+$1.28 M
5. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$1.17 M
6. QYLD Global X Nasdaq 100 Covered Call Etf
+$919,246.96
7. KBWD Invesco Kbw High Dividend Yield Financial Etf
+$862,333.33

Top Sells

Q4 2025
1. APP Applovin Corporation
−$8.55 M
2. NVDA Nvidia Corporation
−$483,623
3. AAPL Apple
−$329,207.58
4. PSI Invesco Semiconductors Etf
−$46,921.7
5. GLD Spdr Gold Shares
−$39,630.96

Asset Allocation

Stocks/ETFs
+11.15%
$189.39 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mission Hills Financial Advisory Q4 2025 Filing Summary

Mission Hills Financial Advisory, LLC filed its 13F report for Q4 2025 on January 31, 2026. The portfolio totaled 189.39 M reflecting a +0.63% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 69.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 2 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mission Hills Financial Advisory’s Q4 2025 Filing

Mission Hills Financial Advisory submitted their Form 13F-HR for the Q4 2025 period on 01/31/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Mission Hills Financial Advisory reported a managed portfolio value of 189.39 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Mission Hills Financial Advisory bought or sold during Q4 2025, please visit Mission Hills Financial Advisory's Portfolio Analysis page.