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 101–150 of 243
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC COM | 2K | $500K+ | SH |
| LOW | LOWES COS INC COM | 4K | $500K+ | SH |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 23K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 11K | $500K+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 4K | $500K+ | SH |
| META | META PLATFORMS INC CL A | 1K | $500K+ | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 10K | $500K+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 18K | $500K+ | SH |
| MS | MORGAN STANLEY COM NEW | 5K | $500K+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 7K | $500K+ | SH |
| OKE | ONEOK INC NEW COM | 11K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 1K | $500K+ | SH |
| XEL | XCEL ENERGY INC COM | 10K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 2K | $500K+ | SH |
| CMI | CUMMINS INC COM | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 5K | $500K+ | SH |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INT | 158K | $500K+ | SH |
| MGC | VANGUARD MEGA CAP ETF | 3K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| KO | COCA COLA CO COM | 10K | $500K+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 6K | $500K+ | SH |
| SO | SOUTHERN CO COM | 8K | $500K+ | SH |
| HD | HOME DEPOT INC COM | 2K | $500K+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 7K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 6K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 3K | $500K+ | SH |
| NFLX | NETFLIX INC COM | 7K | $500K+ | SH |
| HPQ | HP INC COM | 29K | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 7K | $500K+ | SH |
| PTL | INSPIRE 500 ETF | 3K | $500K+ | SH |
| PFE | PFIZER INC COM | 26K | $500K+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 13K | $500K+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 2K | $500K+ | SH |
| O | REALTY INCOME CORP COM | 11K | $500K+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4K | $500K+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 7K | $500K+ | SH |
| V | VISA INC COM CL A | 2K | $500K+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 13K | $500K+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 4K | $500K+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 18K | $500K+ | SH |
| WELL | WELLTOWER INC COM | 3K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 1K | $500K+ | SH |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | 6K | $500K+ | SH |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | 13K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 3K | $500K+ | SH |
| — | SPDR S&P 500 ETF TRUST PUT | 800 | $500K+ | SH (Put) |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 22K | $500K+ | SH |
| TRGP | TARGA RES CORP COM | 3K | $500K+ | SH |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 11K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW COM | 6K | $500K+ | SH |