Mission Hills Financial Advisory, LLC Last Quarter Change: USA ETF, Reduced

Mission Hills Financial Advisory, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mission Hills Financial Advisory, LLC opened 24 positions, added to 17, reduced 17, sold out of 6 and left 6 unchanged. The largest increase in value was DFAC (+$12,476,312); the largest decrease was XLY (-$4,902,807).

VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 175,865; Shares 2026-06-30 95,127.
FTSL: Country of operation —; Class SENIOR LN FD; Shares 2026-03-31 156,365; Shares 2026-06-30 100,724.
RWL: Country of operation —; Class S&P 500 REVENUE; Shares 2026-03-31 67,427; Shares 2026-06-30 41,107.
MINT: Country of operation —; Class ENHAN SHRT MA AC; Shares 2026-03-31 173,712; Shares 2026-06-30 157,490.

Two Form 13F-HR filings compared (SEC CIK 2043220): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	175,865	95,127	-80,738	$11,269,416	$6,777,788	-$4,491,628
FTSL FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	156,365	100,724	-55,641	$7,005,138	$4,507,411	-$2,497,727
RWL INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	67,427	41,107	-26,320	$7,747,981	$5,251,884	-$2,496,097
MINT PIMCO ETF TR	ENHAN SHRT MA AC	173,712	157,490	-16,222	$17,470,190	$15,876,533	-$1,593,657
VXF VANGUARD INDEX FDS	EXTEND MKT ETF	18,762	9,827	-8,935	$3,861,197	$2,419,587	-$1,441,610
PSI INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	14,711	14,704	-7	$1,388,424	$2,761,705	+$1,373,281
REZ ISHARES TR	RESIDENTIAL MULT	27,139	14,763	-12,376	$2,258,222	$1,397,905	-$860,317
BIZD VANECK ETF TRUST	BDC INCOME ETF	1,250,070	1,204,459	-45,611	$16,000,901	$15,248,446	-$752,455
PCN PIMCO CORPORATE & INCM STRG	COM	1,268,336	1,210,014	-58,322	$15,093,200	$14,459,673	-$633,527
KBWD INVESCO EXCH TRADED FD TR II	KBW HIG DV YLD	854,897	823,136	-31,761	$10,720,407	$10,223,348	-$497,059
RQI COHEN & STEERS QUALITY INCOM	COM	1,055,044	998,062	-56,982	$12,713,284	$12,286,137	-$427,147
SCHD SCHWAB STRATEGIC TR	US DIVIDEND EQ	360,805	360,484	-321	$11,069,510	$11,430,950	+$361,440
FLBL FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	203,066	190,163	-12,903	$4,670,518	$4,358,534	-$311,984
QQQ INVESCO QQQ TR	UNIT SER 1	20,590	15,744	-4,846	$11,884,321	$11,593,517	-$290,804
JPIB J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	17,395	12,502	-4,893	$831,818	$604,475	-$227,343
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	1,042	688	-354	$677,615	$513,822	-$163,793
IVV ISHARES TR	CORE S&P500 ETF	309	299	-10	$201,842	$223,918	+$22,076

Similar Firms

Firm Name	Country	13F Value	Holdings
Horizon Advisory Services, Inc.	United States	$0.195B	49
SCHOLTZ & COMPANY, LLC	United States	$0.195B	49
Revere Asset Management, Inc	United States	$0.195B	27
International City Management Association Retirement Corp	United States	$0.195B	6
Yardley Wealth Management LLC	United States	$0.195B	36
Tudor Financial Inc.	United States	$0.196B	139
Castleview Partners, LLC	United States	$0.195B	200
W ADVISORS, LLC	United States	$0.195B	237
Crestview Partners III GP, L.P.	United States	$0.195B	2
Cerity Partners Retirement Plan Advisors LLC	United States	$0.196B	31