Mission Financial Group, LLC has recently submitted its 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various sectors. The report reveals a diversified portfolio that includes substantial investments in technology, healthcare, and financial services.
The 13F-HR filing is a quarterly report required by the SEC for institutional investment managers that manage over $100 million in assets. It provides transparency regarding the holdings of these firms, allowing investors and analysts to gauge their strategies and market positions.
Background
Mission Financial Group, LLC is a financial services firm based in Las Vegas, Nevada, with a mailing address in Honolulu, Hawaii. The firm operates under the Central Index Key (CIK) number 0002113810. Although the specific Standard Industrial Classification (SIC) description is not provided in the filing, the company is categorized as an investment manager.
Recent filings from Mission Financial Group include:
- October 21, 2026 - 13F-HR
- August 13, 2026 - N-PX
- August 13, 2026 - 13F-HR
- May 12, 2026 - 13F-HR
- March 25, 2026 - 13F-HR
What the Filing Says
The recent filing, with accession number 0002113810-26-000007, indicates that Mission Financial Group holds a total of 156 positions, with a total value of $126,541,904 as of the reporting date. The report includes notable investments in companies such as Abbott Laboratories, AbbVie Inc., and Amazon.com Inc., among others. The filing states, "The total value of the holdings reflects a diverse investment strategy across multiple sectors."
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. By disclosing its holdings, Mission Financial Group provides valuable insights that can influence market perceptions and investment decisions. Competitors in the asset management sector may also analyze this data to adjust their strategies in response to Mission's investment choices.
What's Next
The filing does not specify what happens next for Mission Financial Group. However, stakeholders will likely monitor future filings to assess any changes in the firm’s investment strategy or portfolio adjustments.