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.
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 |