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Mission Hills Financial Advisory, LLC
Mission Hills Financial Advisory, LLC is a registered investment adviser headquartered in San Diego, California. Founded in 2023 by Mark Hull, Minka Hull, and Jason Shaya, the firm offers investment advisory services to individual and institutional clients. They focus on portfolio management and financial planning, with an employee count of approximately 3 as of 2025.
Investment Strategy
Mission Hills Financial Advisory, LLC builds and manages diversified portfolios for its clients, utilizing a mix of exchange-traded funds, mutual funds, and individual equities and fixed income securities. The firm emphasizes a tailored investment approach, aligning risk and return profiles with client objectives. Its investment strategies reflect active asset allocation, periodic rebalancing, and diversified exposure across sectors and geographies, designed to preserve and grow client wealth over time.
Latest 13F Filing Activity
Mission Hills Financial Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $161M. The fund increased holdings in Vaneck Etf Trust, Global X FDS, Invesco QQQ TR among other positions. Mission Hills Financial Advisory, LLC reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, Home Depot Inc. among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIZD | VANECK ETF TRUST | 10.10% | $16.3M | 999,233 | $16.54 | $16.28 | +$1.8M |
M MINT | PIMCO ETF TR | 8.76% | $14.1M | 140,439 | $100.64 | $100.54 | +$1.6M |
P PCN | PIMCO CORPORATE & INCM STRG | 8.26% | $13.3M | 1,049,372 | $13.96 | $12.69 | +$198.2K |
P PDI | PIMCO DYNAMIC INCOME FD | 6.29% | $10.1M | 534,435 | $19.80 | $18.97 | +$1.2M |
Q QQQ | INVESCO QQQ TR | 6.25% | $10.1M | 18,247 | $490.34 | $551.64 | +$1.7M |
Industry Allocation
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