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 201–243 of 243
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSX | PHILLIPS 66 COM | 2K | $100K–$500K | SH |
| CME | CME GROUP INC COM | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 5K | $100K–$500K | SH |
| STK | COLUMBIA SELIGM PREM TECH GRW COM | 7K | $100K–$500K | SH |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 11K | $100K–$500K | SH |
| — | WASTE MGMT INC DEL PUT | 1K | $100K–$500K | SH (Put) |
| CAH | CARDINAL HEALTH INC COM | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 4K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2K | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 618 | $100K–$500K | SH |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 7K | $100K–$500K | SH |
| AVMC | AVANTIS U.S. MID CAP EQUITY ETF | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 634 | $100K–$500K | SH |
| WAB | WABTEC COM | 1K | $100K–$500K | SH |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | 9K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 2K | $100K–$500K | SH |
| AFL | AFLAC INC COM | 2K | $100K–$500K | SH |
| VONE | VANGUARD RUSSELL 1000 ETF | 700 | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 814 | $100K–$500K | SH |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 10K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL COM | 5K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 1K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD COM SH BEN INT | 16K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 4K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 828 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 3K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 473 | $100K–$500K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 1K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S ADR | 4K | $100K–$500K | SH |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | 10K | $100K–$500K | SH |
| CIF | MFS INTER HIGH INCOME FD SH BEN INT | 106K | $100K–$500K | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP BOND COM | 12K | $100K–$500K | SH |
| HIX | WESTERN ASSET HIGH INCOM FD II COM | 40K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- W COM | 10K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | 10K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | 12K | $100K–$500K | SH |
| PFO | FLAHERTY & CRUMRINE PFD INCOME COM | 12K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVESTME COM | 13K | $100K–$500K | SH |
| EHI | WESTERN ASSET GBL HIGH INC FD COM | 10K | $50K–$100K | SH |
| FF | FUTUREFUEL CORP COM | 16K | $15K–$50K | SH |