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Portfolio (Quarterly) Guide ↗

Mission Financial Group, LLC

· CIK 0002113810
13F Portfolio $108M AUM 146 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2025 Q4 2021 · All 14 New 51 Added 50 Reduced 11 Exited
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SMH VANECK ETF TRUST 537.0 $206K 0.19% NEW $383.21 +41.9%
142 LMBS FIRST TR EXCHANGE-TRADED FD 4,110.0 $205K 0.19% -253.0 -5.8% $49.81 -0.4%
143 VO VANGUARD INDEX FDS 709.0 $204K 0.19% -28.0 -3.8% $287.05 -73.5%
144 RDW REDWIRE CORPORATION Industrials 15,850.0 $135K 0.12% NEW $8.50 +64.2%
145 XRX XEROX HOLDINGS CORP Technology 24,054.0 $31K 0.03% +5K +25.8% $1.29 +105.4%
146 XEROX HOLDINGS CORP 10,602.0 $959.0 0.00% NEW $0.09
Page 8 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 25.3%
Communication Services 9.6%
Consumer Cyclical 7.9%
Industrials 6.5%
Healthcare 6.4%
Consumer Defensive 6.3%
Energy 2.7%
Utilities 2.3%
Real Estate 1.9%