Mosaic Family Wealth Partners, LLC Portfolio Holdings

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

Mosaic Family Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $855 Billion distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $156B, Dimensional Us Large Cap Value ETF with a value of $100B, Xtrackers Msci Eafe Hedged Equ with a value of $69.4B, Vanguard Small Cap Growth ETF with a value of $36.4B, and Dimensional ETF Tr Emerging Mk with a value of $34.2B.

Examining the 13F form we can see an increase of $69.8B in the current position value, from $785B to 855B.

Mosaic Family Wealth Partners, LLC is based out at St. Louis, MO

Below you can find more details about Mosaic Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $855 Billion
ETFs: $609 Billion
Technology: $38.3 Billion
Financial Services: $26.7 Billion
Consumer Cyclical: $16.6 Billion
Industrials: $9.2 Billion
Communication Services: $9.18 Billion
Consumer Defensive: $8.89 Billion
Healthcare: $7.02 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$156 Billion 18.3% of portfolio
327,191
Q3 2025 Added 1.54%
Dimensional Us Large Cap Value ETF
-
$100 Billion 11.72% of portfolio
-
Q3 2025 Added 5.22%
$0
$69.4 Billion 8.12% of portfolio
1,499,934
Q3 2025 Added 1.65%
$0
$36.4 Billion 4.25% of portfolio
121,839
Q3 2025 Added 1.15%
$0
$34.2 Billion 4.0% of portfolio
1,068,731
Q3 2025 Added 0.71%
$0
$33.8 Billion 3.96% of portfolio
182,146
Q3 2025 Added 0.96%
$0
$32.1 Billion 3.75% of portfolio
1,005,881
Q3 2025 Added 4.33%
$0
$28.9 Billion 3.38% of portfolio
496,372
Q3 2025 Added 4.95%
$0
$27.7 Billion 3.24% of portfolio
463,771
Q3 2025 Added 9.39%
$0
$19.9 Billion 2.33% of portfolio
609,190
Q3 2025 Added 0.28%
$4.3T
$17.4 Billion 2.04% of portfolio
68,579
Q3 2025 Reduced 2.26%
$0
$16.9 Billion 1.98% of portfolio
227,119
Q3 2025 Added 4.33%
$0
$15.2 Billion 1.78% of portfolio
341,792
Q3 2025 Reduced 0.08%
$0
$11.8 Billion 1.38% of portfolio
219,227
Q3 2025 Added 8.33%
$0
$7.28 Billion 0.85% of portfolio
34,979
Q3 2025 Added 1.84%
$0
$7.3 Billion 0.85% of portfolio
41,958
Q3 2025 Added 1.1%
$0
$6.34 Billion 0.74% of portfolio
9,548
Q3 2025 Added 10.42%
$0
$5.72 Billion 0.67% of portfolio
19,493
Q3 2025 Added 0.27%
$3.78T
$5.3 Billion 0.62% of portfolio
10,291
Q3 2025 Reduced 0.66%
$465B
$5.2 Billion 0.61% of portfolio
28,583
Q3 2025 Reduced 1.86%
$15B
$5.15 Billion 0.6% of portfolio
103,821
Q3 2025 Added 38.66%
$0
$4.84 Billion 0.57% of portfolio
162,998
Q3 2025 Added 1.27%
Servicetitan Inc Shs Cl A
-
$4.56 Billion 0.53% of portfolio
-
Q3 2025 Reduced 50.78%
$2.39T
$4.51 Billion 0.53% of portfolio
20,285
Q3 2025 Reduced 3.75%
$0
$4.52 Billion 0.53% of portfolio
9,698
Q3 2025 Reduced 0.15%
$662B
$4.25 Billion 0.5% of portfolio
8,518
Q3 2025 Added 4.84%
$12.6B
$4.06 Billion 0.48% of portfolio
21,398
Q3 2025 Added 0.02%
$1.74T
$4.09 Billion 0.48% of portfolio
16,750
Q3 2025 Added 0.13%
$0
$4.06 Billion 0.47% of portfolio
43,659
Q3 2025 Reduced 0.35%
Longview Advantage ETF
-
$3.8 Billion 0.44% of portfolio
-
Q2 2025 New
Dimensional Global Real Estate ETF
-
$3.51 Billion 0.41% of portfolio
-
Q3 2025 Reduced 4.51%
$0
$3.31 Billion 0.39% of portfolio
35,095
Q3 2025 Added 19.64%
$0
$3.31 Billion 0.39% of portfolio
36,175
Q3 2025 Added 31.4%
$0
$3.23 Billion 0.38% of portfolio
215,896
Q3 2025 Reduced 4.99%
$0
$3.22 Billion 0.38% of portfolio
122,631
Q3 2025 Added 1.25%
$0
$3.21 Billion 0.38% of portfolio
38,192
Q3 2025 Added 12.79%
$279B
$2.87 Billion 0.34% of portfolio
27,803
Q3 2025 Added 9.02%
$0
$2.76 Billion 0.32% of portfolio
13,574
Q3 2025 Reduced 0.06%
$0
$2.71 Billion 0.32% of portfolio
8,275
Q3 2025 Added 14.49%
$0
$2.69 Billion 0.31% of portfolio
34,118
Q3 2025 Added 11.45%
$0
$2.62 Billion 0.31% of portfolio
18,519
Q3 2025 Added 3.08%
$0
$2.57 Billion 0.3% of portfolio
43,702
Q3 2025 Added 13.21%
$79.2B
$2.25 Billion 0.26% of portfolio
32,408
Q3 2025 Reduced 7.02%
$881B
$2.24 Billion 0.26% of portfolio
7,099
Q3 2025 Added 4.23%
$413B
$2.07 Billion 0.24% of portfolio
39,564
Q3 2025 Added 2.13%
$0
$1.98 Billion 0.23% of portfolio
78,491
Q3 2025 Added 76.71%
$0
$1.99 Billion 0.23% of portfolio
6,795
Q3 2025 Reduced 19.83%
$0
$1.98 Billion 0.23% of portfolio
20,913
Q3 2025 Added 0.04%
$268B
$1.96 Billion 0.23% of portfolio
11,970
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $855 Billion
  • Prior Value $785 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email