MOSAIC FAMILY WEALTH PARTNERS, LLC - Portfolio overview

MOSAIC FAMILY WEALTH PARTNERS, LLC has 297 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD GROWTH ETF, 14.95%
2. DFLV - DIMENSIONAL US LARGE CAP VALUE ETF, 10.88%
3. DBEF - XTRACKERS MSCI EAFE HEDGED EQUITY ETF, 7.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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