MWM
ALLW

Mission Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Mission Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$817K Buy
+27,911
New +$829K 0.01% 536

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mission Wealth Management's ALLW Position: Q2 2026 in Review

Mission Wealth Management opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 27,911 shares worth $817K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings.

161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Mission Wealth Management held 27,911 shares of State Street Bridgewater All Weather ETF worth $817K as of Q2 2026.
  • State Street Bridgewater All Weather ETF was a new Mission Wealth Management position in Q2 2026.
  • State Street Bridgewater All Weather ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #536 holding.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.