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 151–200 of 243
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GDX | VANECK GOLD MINERS ETF | 6K | $500K+ | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 10K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 4K | $100K–$500K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 5K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 1K | $100K–$500K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 5K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | 46K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | 58K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| ADV | ADVANTAGE SOLUTIONS INC COM CL A | 505K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 4K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 8K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 11K | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 17K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 16K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| DE | DEERE & CO COM | 835 | $100K–$500K | SH |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 1K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 20K | $100K–$500K | SH |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 15K | $100K–$500K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 1K | $100K–$500K | SH |
| T | AT&T INC COM | 15K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 421 | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 6K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 2K | $100K–$500K | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 13K | $100K–$500K | SH |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 5K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 20K | $100K–$500K | SH |
| SR | SPIRE INC COM | 4K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 568 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION COM | 1K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 8K | $100K–$500K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 6K | $100K–$500K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 6K | $100K–$500K | SH |
| ISMD | INSPIRE SMALL/MID CAP ETF | 8K | $100K–$500K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL A | 7K | $100K–$500K | SH |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | 2K | $100K–$500K | SH |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | 7K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 4K | $100K–$500K | SH |
| BMVP | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | 6K | $100K–$500K | SH |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | 2K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 487 | $100K–$500K | SH |