CIK 1965241
MOSAIC FAMILY WEALTH PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
243
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 243
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 330K | $1M+ | SH |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 3.0M | $1M+ | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 1.5M | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 121K | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 1.1M | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 178K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 984K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 509K | $1M+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 483K | $1M+ | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 619K | $1M+ | SH |
| AAPL | APPLE INC COM | 68K | $1M+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 337K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 211K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 205K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 121K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 35K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 41K | $1M+ | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 15K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 9K | $1M+ | SH |
| BALL | BALL CORP COM | 104K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 29K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 19K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 17K | $1M+ | SH |
| CGCB | CAPITAL GROUP CORE BOND ETF | 190K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 10K | $1M+ | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 55K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 21K | $1M+ | SH |
| TTAN | SERVICETITAN INC SHS CL A | 44K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 10K | $1M+ | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 153K | $1M+ | SH |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | 21K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 9K | $1M+ | SH |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | 154K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 14K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 44K | $1M+ | SH |
| EBI | LONGVIEW ADVANTAGE ETF | 69K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 11K | $1M+ | SH |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 128K | $1M+ | SH |
| PTRB | PGIM TOTAL RETURN BOND ETF | 78K | $1M+ | SH |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | 43K | $1M+ | SH |
| WMT | WALMART INC COM | 29K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 11K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 111K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 35K | $1M+ | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 31K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | 223K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 14K | $1M+ | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 29K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 19K | $1M+ | SH |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 53K | $1M+ | SH |