Mission Hills Financial Advisory, LLC Long-Term Concentrated

CIK: 0002043220 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $188,199 (100.0% shares, 0.0% debt)

Holdings (49)

BIZD VANECK ETF TRUST 8.9%
Value ($000) $16,765 Shares 1,122,164 Est. Cost $16.23 Unrealized
PIMCO CORPORATE & INCM STRG 8.4%
Value ($000) $15,779 Shares 1,179,322 Est. Cost $13.67 Unrealized
MINT PIMCO ETF TR 8.3%
Value ($000) $15,634 Shares 155,270 Est. Cost $100.42 Unrealized
PIMCO DYNAMIC INCOME FD 6.7%
Value ($000) $12,605 Shares 636,612 Est. Cost $19.52 Unrealized
QYLD GLOBAL X FDS 6.3%
Value ($000) $11,937 Shares 701,789 Est. Cost $17.68 Unrealized
COHEN & STEERS QUALITY INCOM 6.3%
Value ($000) $11,818 Shares 947,719 Est. Cost $12.95 Unrealized
QQQ INVESCO QQQ TR 6.2%
Value ($000) $11,712 Shares 19,507 Est. Cost $517.04 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.4%
Value ($000) $10,234 Shares 170,793 Est. Cost $50.51 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 5.4%
Value ($000) $10,088 Shares 745,613 Est. Cost $14.70 Unrealized
SCHD SCHWAB STRATEGIC TR 4.8%
Value ($000) $9,098 Shares 333,245 Est. Cost $28.12 Unrealized
APP APPLOVIN CORP 4.5%
Value ($000) $8,548 Shares 11,897 Est. Cost $344.61 Unrealized +33.8%
RWL INVESCO EXCH TRADED FD TR II 3.8%
Value ($000) $7,175 Shares 64,841 Est. Cost $101.07 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 3.2%
Value ($000) $6,041 Shares 131,789 Est. Cost $46.28 Unrealized
XLY SELECT SECTOR SPDR TR 2.8%
Value ($000) $5,303 Shares 22,128 Est. Cost $213.94 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 2.4%
Value ($000) $4,522 Shares 188,241 Est. Cost $24.20 Unrealized
VYMI VANGUARD WHITEHALL FDS 2.2%
Value ($000) $4,232 Shares 49,980 Est. Cost $74.43 Unrealized
VXF VANGUARD INDEX FDS 2.0%
Value ($000) $3,810 Shares 18,202 Est. Cost $195.81 Unrealized
XLP SELECT SECTOR SPDR TR 2.0%
Value ($000) $3,724 Shares 47,518 Est. Cost $79.66 Unrealized
XBI SPDR SERIES TRUST 1.9%
Value ($000) $3,591 Shares 35,841 Est. Cost $101.39 Unrealized
REZ ISHARES TR 1.2%
Value ($000) $2,171 Shares 25,552 Est. Cost $85.86 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,770 Shares 6,950 Est. Cost $214.72 Unrealized +5.1%
PSI INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,090 Shares 15,495 Est. Cost $59.02 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.4%
Value ($000) $831 Shares 20,094 Est. Cost $39.23 Unrealized
SPHY SPDR SERIES TRUST 0.4%
Value ($000) $805 Shares 33,610 Est. Cost $23.83 Unrealized
ITA ISHARES TR 0.4%
Value ($000) $770 Shares 3,680 Est. Cost $150.26 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $679 Shares 2,425 Est. Cost $235.51 Unrealized
BOTZ GLOBAL X FDS 0.3%
Value ($000) $638 Shares 18,002 Est. Cost $33.61 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $611 Shares 25,059 Est. Cost $24.38 Unrealized
REAVES UTIL INCOME FD 0.3%
Value ($000) $605 Shares 15,267 Est. Cost $36.83 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.3%
Value ($000) $601 Shares 73,305 Est. Cost $8.03 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.3%
Value ($000) $490 Shares 19,770 Est. Cost $26.61 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $484 Shares 2,592 Est. Cost $174.29 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $384 Shares 577 Est. Cost $617.98 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $377 Shares 9,071 Est. Cost $47.12 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $347 Shares 6,079 Est. Cost $56.93 Unrealized
MLPX GLOBAL X FDS 0.2%
Value ($000) $317 Shares 5,052 Est. Cost $62.68 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $290 Shares 817 Est. Cost $288.14 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $267 Shares 4,396 Est. Cost $56.92 Unrealized 0.0%
EFV ISHARES TR 0.1%
Value ($000) $245 Shares 3,612 Est. Cost $58.94 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $244 Shares 1,111 Est. Cost $204.82 Unrealized +10.5%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $219 Shares 10,465 Est. Cost $20.92 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $218 Shares 4,181 Est. Cost $52.12 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $213 Shares 874 Est. Cost $209.20 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $205 Shares 1,095 Est. Cost $184.06 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $202 Shares 7,875 Est. Cost $25.71 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $201 Shares 3,903 Est. Cost $48.34 Unrealized 0.0%
PFXF VANECK ETF TRUST 0.1%
Value ($000) $189 Shares 10,655 Est. Cost $17.12 Unrealized
WESTERN ASSET EMERGING MKTS 0.1%
Value ($000) $116 Shares 11,270 Est. Cost $9.62 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $2 Shares 19,727 Est. Cost $0.08 Unrealized