MOSAIC FAMILY WEALTH PARTNERS, LLC: 13F holdings
CIK 19652412026Q2
| Positions | 431 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 431 (+145 vs prior quarter) |
|---|
| Reported value | $1.5bn (+52.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 2,173,600 | $187.3m | 12.6% |
| WSBC DIMENSIONAL ETF TRUST | 3,140,205 | $124.2m | 8.3% |
| DBEF DBX ETF TR | 1,548,761 | $84.6m | 5.7% |
| VBK VANGUARD INDEX FDS | 124,773 | $45.6m | 3.1% |
| DFEM DIMENSIONAL ETF TRUST | 1,118,058 | $45.4m | 3.0% |
| VEA VANGUARD TAX-MANAGED FDS | 564,827 | $40.2m | 2.7% |
| VTV VANGUARD INDEX FDS | 183,564 | $40.0m | 2.7% |
| DIMENSIONAL ETF TRUST | 1,030,836 | $40.0m | 2.7% |
| DIMENSIONAL ETF TRUST | 505,941 | $35.4m | 2.4% |
| DFIC DIMENSIONAL ETF TRUST | 784,242 | $29.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965241")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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