Mosaic Family Wealth Partners, LLC Options Holdings

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
GLD
Spdr Gold Trust

ETFs
CALL
$678 Million
1.92K
Q3 2025
New holding
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
PUT
$545 Million
12.8K
Q3 2025
New holding

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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