1y return+8.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $107 against $130 in the S&P 500.2
Mission Hills Financial Advisory, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MINTPimco Etf Tr | $15.9M | 7.0% | −9.3% |
| BIZDVaneck Etf Trust | $15.2M | 6.7% | −3.6% |
| QYLDGlobal X Fds | $14.9M | 6.5% | +2.4% |
| PCNPimco Corporate & Incm Strg | $14.5M | 6.4% | −4.6% |
| PDIPimco Dynamic Income Fd | $12.5M | 5.5% | +3.7% |
| Dimensional Etf TrustCUSIP 25434V708 | $12.5M | 5.5% | New |
| RQICohen & Steers Quality Incom | $12.3M | 5.4% | −5.4% |
| QQQInvesco Qqq Tr | $11.6M | 5.1% | −23.5% |
| SCHDSchwab Strategic Tr | $11.4M | 5.0% | |
| KBWDInvesco Exch Traded Fd Tr II | $10.2M | 4.5% | −3.7% |
| VEAVanguard Tax-managed Fds | $6.8M | 3.0% | −45.9% |
| DFGPDimensional Etf Trust | $5.8M | 2.5% | New |
| RWLInvesco Exch Traded Fd Tr II | $5.3M | 2.3% | −39.0% |
| VYMIVanguard Whitehall Fds | $5.2M | 2.3% | |
| FTSLFirst Tr Exchange-traded Fd | $4.5M | 2.0% | −35.6% |
| FLBLFranklin Templeton Etf Tr | $4.4M | 1.9% | −6.4% |
| XBISpdr Series Trust | $3.3M | 1.4% | −43.0% |
| Dimensional Etf TrustCUSIP 25434V815 | $3.2M | 1.4% | New |
| Dimensional Etf TrustCUSIP 25434V831 | $3.2M | 1.4% | New |
| SPHYSpdr Series Trust | $3.0M | 1.3% | +39.3% |
| DGCBDimensional Etf Trust | $3.0M | 1.3% | New |
| XLYSelect Sector Spdr Tr | $2.9M | 1.3% | −45.6% |
| PSIInvesco Exchange Traded Fd T | $2.8M | 1.2% | |
| DFICDimensional Etf Trust | $2.7M | 1.2% | New |
| VXFVanguard Index Fds | $2.4M | 1.1% | −47.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PSIInvesco Exchange Traded Fd T | September 30, 2024 | +226.5% | $2.8M |
| ITAIshares Tr | September 30, 2024 | +62.0% | $849K |
| XBISpdr Series Trust | September 30, 2024 | +60.2% | $3.3M |
| QQQInvesco Qqq Tr | September 30, 2024 | +50.9% | $11.6M |
| VXFVanguard Index Fds | September 30, 2024 | +35.3% | $2.4M |
| VEAVanguard Tax-managed Fds | September 30, 2024 | +34.9% | $6.8M |
| VYMIVanguard Whitehall Fds | September 30, 2024 | +33.8% | $5.2M |
| BSTBlackrock Science & Technolo | June 30, 2025 | +32.9% | $1.8M |
| RWLInvesco Exch Traded Fd Tr II | September 30, 2024 | +30.3% | $5.3M |
| AAPLApple Inc | September 30, 2024 | +24.2% | $1.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +2.2% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.6% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mission Hills Financial Advisory, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043220&type=13F-HR&dateb=&owner=include&count=40CIK 2043220
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2043220/000198615226000151/Filed August 14, 2026 · accession 0001986152-26-000151