Mission Hills Financial Advisory, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 189,388
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 150.7 K | 79.6% | 0 | 643 | -643 |
| ETFs | 27.9 K | 14.7% | 1.66 K | 0 | 1.66 K |
| Debt | 10.74 K | 5.7% | 178 | 0 | 178 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
189,388
Holdings
53
QoQ value change ($000)
1,189
(0.6%)
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.