Mosaic Advisors LLC - Portfolio overview

Mosaic Advisors LLC has 44 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. ITOT - iShares Core S&P Total US Stock Mark, 11.36%
2. AAPL - Apple Inc, 9.56%
3. COP - Conocophillips, 9.28%

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

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