Mission Hills Financial Advisory, LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
227,621
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 89 227,621 13F-HR Mission Hills Financial Advisory, LLC
Q1 2026 5/1/2026 54 195,339 13F-HR Mission Hills Financial Advisory, LLC
Q4 2025 2/2/2026 53 189,388 13F-HR Mission Hills Financial Advisory, LLC
Q3 2025 11/4/2025 49 188,199 13F-HR Mission Hills Financial Advisory, LLC
Q2 2025 7/28/2025 41 161,121 13F-HR Mission Hills Financial Advisory, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 56.15 K 24.7% 9.083 K 0 9.083 K
ETFs 162.6 K 71.4% 26.01 K 0 26.01 K
Debt 8.866 K 3.9% 0 2.81 K -2.81 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
227,621
Holdings
89
QoQ value change ($000)
32,282 (16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.