MOSAIC FINANCIAL GROUP, LLC - Portfolio overview

MOSAIC FINANCIAL GROUP, LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.06%
2. VIG - VANGUARD SPECIALIZED FUNDS, 11.01%
3. MSFT - MICROSOFT CORP, 4.28%

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

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