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Mission Hills Financial Advisory, LLC
RIA/Wealth
Mission Hills Financial Advisory, LLC is a RIA/Wealth based in Austin, TX led by Harold Everett Peterson, managing $188.2M across 48 long positions as of Q3 2025 with 71% ETF concentration and 67% concentrated in top 10 holdings.
Managing PartnerHarold Everett Peterson
- Portfolio Value
- $188.2M
- Positions
- 48
- Top Holding
- BIZD at 8.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mission Hills Financial Advisory, LLC's portfolio (66.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.8M | 8.91% | +$1.8M Bought | — 1.1M shares | |
Unknown Unknown | $15.8M | 8.38% | +$1.7M Bought | — 1.2M shares | |
ETF ETF | $15.6M | 8.31% | +$1.5M Bought | — 155.3K shares | |
Unknown Unknown | $12.6M | 6.70% | +$2.0M Bought | — 636.6K shares | |
ETF ETF | $11.9M | 6.34% | +$2.0M Bought | — 701.8K shares | |
Unknown Unknown | $11.8M | 6.28% | +$1.8M Bought | — 947.7K shares | |
ETF ETF | $11.7M | 6.22% | +$756.5K Bought | — 19.5K shares | |
ETF ETF | $10.2M | 5.44% | +$18.0K Bought | — 170.8K shares | |
ETF ETF | $10.1M | 5.36% | +$1.3M Bought | — 745.6K shares | |
ETF ETF | $9.1M | 4.83% | +$1.4M Bought | — 333.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mission Hills Financial Advisory, LLC's latest filing
GthenC
Market Value
Q/Q Change
Turnover Ratio
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-15.64% | |
-0.99% | |
-0.37% | |
-0.29% | |
-0.27% |
Analytics
Portfolio insights and performance metrics for Mission Hills Financial Advisory, LLC
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available