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MCP

Mirador Capital Partners Portfolio holdings

AUM $817M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+10.14%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
+$5.76M
Cap. Flow %
0.94%
Top 10 Hldgs %
42.61%
Holding
213
New
16
Increased
113
Reduced
56
Closed
13

Top Buys

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11M
2
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.13M
3
PEP icon
PepsiCo
PEP
+$3.68M
4
L icon
Loews
L
+$2.66M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$16.5M
2
PSQ icon
ProShares Short QQQ
PSQ
+$6.22M
3
WYNN icon
Wynn Resorts
WYNN
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
UNH icon
UnitedHealth
UNH
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 21.89%
2 Financials 17.95%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
151
Wells Fargo
WFC
$265B
$430K 0.07%
5,371
+79
+1% +$5.7K
MCD icon
152
McDonald's
MCD
$194B
$428K 0.07%
1,466
+1
+0.1% +$308
AXSM icon
153
Axsome Therapeutics
AXSM
$11.4B
$418K 0.07%
4,000
– –
TSM icon
154
TSMC
TSM
$2.17T
$404K 0.07%
1,785
+45
+3% +$8.34K
ABT icon
155
Abbott
ABT
$188B
$404K 0.07%
2,970
+171
+6% +$22.5K
PSA icon
156
Public Storage
PSA
$60.8B
$375K 0.06%
1,278
+1
+0.1% +$296
PRCH icon
157
Porch Group
PRCH
$1.75B
$369K 0.06%
31,273
-79
-0.3% -$679
VOO icon
158
Vanguard S&P 500 ETF
VOO
$1.03T
$368K 0.06%
647
+212
+49% +$111K
SCHA icon
159
Schwab U.S Small- Cap ETF
SCHA
$23B
$365K 0.06%
14,438
-80
-0.6% -$1.89K
SCHV
160
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$348K 0.06%
12,573
-414
-3% -$10.9K
KO icon
161
Coca-Cola
KO
$374B
$337K 0.05%
4,758
– –
HON icon
162
Honeywell
HON
$77B
$334K 0.05%
1,523
+77
+5% +$15.6K
UNH icon
163
UnitedHealth
UNH
$371B
$330K 0.05%
1,057
-10,104
-91% -$3.86M
VXF icon
164
Vanguard Extended Market ETF
VXF
$31.8B
$330K 0.05%
1,711
-6
-0.3% -$1.07K
MSTR icon
165
Strategy Inc
MSTR
$37.4B
$314K 0.05%
776
– –
AMGN icon
166
Amgen
AMGN
$226B
$307K 0.05%
1,100
-16
-1% -$4.53K
ADBE icon
167
Adobe
ADBE
$109B
$301K 0.05%
779
+7
+0.9% +$2.7K
BSCQ icon
168
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$297K 0.05%
15,221
-1,483
-9% -$28.9K
BST icon
169
BlackRock Science and Technology Trust
BST
$1.7B
$290K 0.05%
7,597
+55
+0.7% +$1.92K
BSCP
170
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$288K 0.05%
13,923
+39
+0.3% +$807
VIG icon
171
Vanguard Dividend Appreciation ETF
VIG
$114B
$286K 0.05%
1,395
+111
+9% +$21.5K
PM icon
172
Philip Morris
PM
$290B
$284K 0.05%
1,562
+161
+11% +$27.6K
SLB icon
173
SLB Ltd
SLB
$78.9B
$282K 0.05%
8,349
+57
+0.7% +$1.98K
MS icon
174
Morgan Stanley
MS
$338B
$277K 0.05%
1,970
– –
IEFA icon
175
iShares Core MSCI EAFE ETF
IEFA
$195B
$275K 0.04%
3,297
+416
+14% +$33K
5 6
7
8 9

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Mirador Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mirador Capital Partners held 213 positions worth $615M, up 7.8% from $571M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q2 2025 filing shows 16 new, 113 increased, 56 reduced and 13 closed positions. Its largest new stake was Vanguard FTSE Europe ETF: 69,580 shares worth $5.39M. The largest sale was ProShares Short S&P500, an estimated $16.5M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Mirador Capital Partners's largest Q2 2025 buy was Vanguard FTSE Europe ETF: 69,580 shares worth $5.39M.
  • Mirador Capital Partners added most to Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025, an estimated $11M increase.
  • Mirador Capital Partners's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $3.86M.
  • Mirador Capital Partners fully exited ProShares Short S&P500 in Q2 2025, selling an estimated $16.5M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $615M portfolio in Q2 2025.
  • Mirador Capital Partners opened 16 new positions and closed 13 in Q2 2025.
  • Mirador Capital Partners's portfolio value rose 7.8% quarter-over-quarter to $615M.

Based on Mirador Capital Partners's 13F filing for Q2 2025, filed 9 Jul 2025.