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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.23 Billion 0.38% of portfolio
215,896
Q3 2025 Reduced 4.99%
$0
$748 Million 0.09% of portfolio
157,543
Q3 2025 Added 0.24%
$0
$525 Million 0.06% of portfolio
50,834
Q3 2025 Added 48.33%
$0
$473 Million 0.06% of portfolio
58,444
Q2 2024 Reduced 1.73%
$0
$373 Million 0.04% of portfolio
19,414
Q3 2025 Reduced 2.2%
$0
$215 Million 0.03% of portfolio
16,190
Q2 2024 Reduced 58.64%
$0
$181 Million 0.02% of portfolio
11,634
Q3 2025 New
$0
$171 Million 0.02% of portfolio
39,472
Q3 2025 Added 1.56%
$0
$195 Million 0.02% of portfolio
110,542
Q3 2025 Reduced 4.7%
$0
$145 Million 0.02% of portfolio
10,213
Q1 2025 New
$0
$207 Million 0.02% of portfolio
5,922
Q3 2025 New
$0
$131 Million 0.02% of portfolio
10,576
Q3 2024 Reduced 61.21%
$0
$65.3 Million 0.01% of portfolio
10,003
Q3 2025 New
$0
$97.7 Million 0.01% of portfolio
11,863
Q3 2025 Added 3.63%
$0
$111 Million 0.01% of portfolio
12,236
Q4 2024 Added 0.99%
$0
$115 Million 0.01% of portfolio
11,824
Q4 2022 New

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
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