Mosaic Advisors LLC Portfolio Holdings

Mosaic Advisors LLC

  • $63.3 Million
  • Q2 2025

Mosaic Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $63.3 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $34.2M, Vanguard Star Fd Vanguard Tota with a value of $21.3M, Vanguard Small Cap ETF with a value of $1.75M, Vanguard Ftse Emerging Mkts Et with a value of $1.58M, and Ishares Dj Us Tech ETF with a value of $825K.

Examining the 13F form we can see an decrease of $936K in the current position value, from $64.3M to 63.3M.

Mosaic Advisors LLC is based out at Houston, TX

Below you can find more details about Mosaic Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $63.3 Million
ETFs: $62.8 Million
Industrials: $480,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.7B
$480,000 0.76% of portfolio
5,545
Q2 2025 Reduced 37.56%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $63.3 Million
  • Prior Value $64.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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