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 51–100 of 243
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 7K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 30K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 40K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 40K | $1M+ | SH |
| PMIO | PGIM MUNICIPAL INCOME OPPORTUNITIES ETF | 42K | $1M+ | SH |
| NKE | NIKE INC CL B | 33K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 7K | $1M+ | SH |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 70K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 20K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 7K | $1M+ | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 2K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 23K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 14K | $1M+ | SH |
| EFSC | ENTERPRISE FINL SVCS CORP COM | 33K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 34K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 6K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 8K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 11K | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 23K | $1M+ | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 22K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 5K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 19K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 32K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 36K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 21K | $1M+ | SH |
| AEE | AMEREN CORP COM | 14K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 18K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 4K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 6K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 9K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 12K | $1M+ | SH |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 11K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 1K | $1M+ | SH |
| BA | BOEING CO COM | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 9K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 5K | $1M+ | SH |
| PEP | PEPSICO INC COM | 8K | $1M+ | SH |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 47K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5K | $1M+ | SH |
| WWJD | INSPIRE INTERNATIONAL ETF | 31K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 42K | $1M+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 7K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 2K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 5K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 31K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 41K | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 1K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 5K | $500K+ | SH |