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Mission Hills Financial Advisory, LLC

Q2 2026 13F filing

Updated 27 days ago

89 disclosed positions worth $227.6M

Portfolio value
$227.6M
Total holdings
89
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

P
1.PDI

PIMCO ETF TR

Value
$15.9M
Shares
157.5K
% Port
6.97%
H

VANECK ETF TRUST

Value
$15.2M
Shares
1.20M
% Port
6.70%
D
3.DHR

GLOBAL X FDS

Value
$14.9M
Shares
807.7K
% Port
6.54%
P
4.PTY

PIMCO CORPORATE & INCM STRG

Value
$14.5M
Shares
1.21M
% Port
6.35%
P
5.PDI

PIMCO DYNAMIC INCOME FD

Value
$12.5M
Shares
751.2K
% Port
5.51%
?
6.N/A

DIMENSIONAL ETF TRUST

Value
$12.5M
Shares
281.3K
% Port
5.48%
R
7.RQI

COHEN & STEERS QUALITY INCOM

Value
$12.3M
Shares
998.1K
% Port
5.40%
Q
8.QQQ

INVESCO QQQ TR

Value
$11.6M
Shares
15.7K
% Port
5.09%
S

SCHWAB STRATEGIC TR

Value
$11.4M
Shares
360.5K
% Port
5.02%
?
10.N/A

INVESCO EXCH TRADED FD TR II

Value
$10.2M
Shares
823.1K
% Port
4.49%
V
11.VGES

VANGUARD TAX-MANAGED FDS

Value
$6.8M
Shares
95.1K
% Port
2.98%
?
12.N/A

DIMENSIONAL ETF TRUST

Value
$5.8M
Shares
106.4K
% Port
2.54%
I
13.IVZ

INVESCO EXCH TRADED FD TR II

Value
$5.3M
Shares
41.1K
% Port
2.31%
V
14.VGES

VANGUARD WHITEHALL FDS

Value
$5.2M
Shares
52.6K
% Port
2.27%
F
15.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$4.5M
Shares
100.7K
% Port
1.98%
?
16.N/A

FRANKLIN TEMPLETON ETF TR

Value
$4.4M
Shares
190.2K
% Port
1.91%
S

SPDR SERIES TRUST

Value
$3.3M
Shares
20.7K
% Port
1.44%
?
18.N/A

DIMENSIONAL ETF TRUST

Value
$3.2M
Shares
82.1K
% Port
1.40%
?
19.N/A

DIMENSIONAL ETF TRUST

Value
$3.2M
Shares
75.5K
% Port
1.38%
S

SPDR SERIES TRUST

Value
$3M
Shares
128.5K
% Port
1.32%
?
21.N/A

DIMENSIONAL ETF TRUST

Value
$3M
Shares
54.0K
% Port
1.30%
S

SELECT SECTOR SPDR TR

Value
$2.9M
Shares
24.5K
% Port
1.26%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$2.8M
Shares
14.7K
% Port
1.21%
?
24.N/A

DIMENSIONAL ETF TRUST

Value
$2.7M
Shares
72.6K
% Port
1.19%
V
25.VGES

VANGUARD INDEX FDS

Value
$2.4M
Shares
9.8K
% Port
1.06%
A
26.AAPL

SELECT SECTOR SPDR TR

Value
$2.3M
Shares
27.5K
% Port
1.00%
A
27.AAPL

APPLE INC

Value
$1.9M
Shares
6.7K
% Port
0.85%
S

SCHWAB STRATEGIC TR

Value
$1.8M
Shares
74.5K
% Port
0.79%
J
29.JPC

NUVEEN PFD & INCOME OPPORTUN

Value
$1.8M
Shares
226.6K
% Port
0.78%
B
30.BSTZ

BLACKROCK SCIENCE & TECHNOLO

Value
$1.8M
Shares
34.5K
% Port
0.77%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.6M
Shares
25.8K
% Port
0.70%
E
32.ETHA

ISHARES TR

Value
$1.4M
Shares
14.8K
% Port
0.61%
U
33.UTF

COHEN & STEERS INFRASTRUCTUR

Value
$1.3M
Shares
46.1K
% Port
0.56%
U
34.UTG

REAVES UTIL INCOME FD

Value
$1.2M
Shares
28.8K
% Port
0.52%
S

SSGA ACTIVE ETF TR

Value
$1M
Shares
26.0K
% Port
0.46%
?
36.N/A

DIMENSIONAL ETF TRUST

Value
$1M
Shares
25.5K
% Port
0.46%
N

DIMENSIONAL ETF TRUST

Value
$925K
Shares
27.1K
% Port
0.41%
?
38.N/A

DIMENSIONAL ETF TRUST

Value
$894K
Shares
22.3K
% Port
0.39%
E
39.ETHA

ISHARES TR

Value
$849K
Shares
3.5K
% Port
0.37%
F
40.FSCO

FS CREDIT OPPORTUNITIES CORP

Value
$777K
Shares
155.7K
% Port
0.34%
T
41.TMO

NEOS ETF TRUST

Value
$750K
Shares
14.1K
% Port
0.33%
E
42.ETHA

ISHARES INC

Value
$749K
Shares
23.2K
% Port
0.33%
?
43.N/A

GLOBAL X FDS

Value
$730K
Shares
19.2K
% Port
0.32%
J

J P MORGAN EXCHANGE TRADED F

Value
$677K
Shares
12.0K
% Port
0.30%
F
45.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$617K
Shares
2.3K
% Port
0.27%
P
46.PTY

PIMCO CORPORATE & INCOME OPP

Value
$617K
Shares
51.3K
% Port
0.27%
J

J P MORGAN EXCHANGE TRADED F

Value
$604K
Shares
12.5K
% Port
0.27%
?
48.N/A

DIMENSIONAL ETF TRUST

Value
$528K
Shares
12.3K
% Port
0.23%
C
49.COST

DIMENSIONAL ETF TRUST

Value
$522K
Shares
12.2K
% Port
0.23%
I
50.INTC

INTEL CORP

Value
$517K
Shares
3.7K
% Port
0.23%