Mission Financial Group, LLC
All 13F Filings
- Location
- Honolulu, HI
- Most recent 13F
- Q1 2025
- Holdings value ($000)
- 108,311
- 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 |
|---|---|---|---|---|---|
| Q1 2025 | 5/12/2026 | 146 | 108,311 | 13F-HR | Mission Financial Group, LLC |
| Q4 2021 | 3/25/2026 | 143 | 107,346 | 13F-HR | Mission Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.98 K | 54.5% | 58.98 K | 0 | 58.98 K |
| ETFs | 49.08 K | 45.3% | 49.08 K | 0 | 49.08 K |
| Debt | 252 | 0.2% | 252 | 0 | 252 |
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Fund Snapshot
Q1 2025
Latest filed
5/12/2026
Total value ($000)
108,311
Holdings
146
QoQ value change ($000)
—
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.