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
$433 Million 0.05% of portfolio
4,321
Q3 2025 Added 0.75%
$0
$447 Million 0.05% of portfolio
5,906
Q3 2025 Added 1.72%
$0
$403 Million 0.05% of portfolio
15,711
Q3 2025 Added 59.15%
$0
$458 Million 0.05% of portfolio
9,942
Q1 2025 Added 14.88%
$144B
$391 Million 0.05% of portfolio
841
Q3 2025 Added 34.78%
$388B
$424 Million 0.05% of portfolio
2,630
Q3 2025 Added 3.06%
$183B
$396 Million 0.05% of portfolio
1,444
Q3 2025 Added 0.21%
$181B
$453 Million 0.05% of portfolio
16,147
Q3 2025 Added 22.92%
$193B
$404 Million 0.05% of portfolio
3,521
Q3 2025 Reduced 1.68%
$52.5B
$349 Million 0.04% of portfolio
20,281
Q3 2025 Reduced 3.05%
$74.3B
$367 Million 0.04% of portfolio
5,737
Q3 2025 Added 0.35%
$12.8B
$350 Million 0.04% of portfolio
3,042
Q2 2025 Reduced 80.94%
$152B
$324 Million 0.04% of portfolio
1,310
Q3 2025 Reduced 6.09%
$265B
$339 Million 0.04% of portfolio
421
Q1 2025 Added 3.44%
$0
$375 Million 0.04% of portfolio
3,953
Q3 2025 Added 0.28%
$67.6B
$382 Million 0.04% of portfolio
7,804
Q3 2025 Added 2.15%
$0
$368 Million 0.04% of portfolio
15,127
Q3 2025 Reduced 46.44%
$328B
$363 Million 0.04% of portfolio
1,235
Q3 2025 Added 12.07%
$0
$318 Million 0.04% of portfolio
427
Q3 2025 Reduced 20.48%
$2.85B
$317 Million 0.04% of portfolio
7,262
Q4 2023 Reduced 0.15%
$0
$373 Million 0.04% of portfolio
19,414
Q3 2025 Reduced 2.2%
$4.57B
$326 Million 0.04% of portfolio
4,007
Q3 2025 Added 0.5%
$0
$347 Million 0.04% of portfolio
5,441
Q2 2025 Added 0.13%
$68.5B
$356 Million 0.04% of portfolio
2,585
Q3 2025 Reduced 1.07%
$0
$329 Million 0.04% of portfolio
12,525
Q3 2025 New
$0
$361 Million 0.04% of portfolio
14,133
Q3 2025 Added 31.7%
$0
$369 Million 0.04% of portfolio
1,152
Q1 2025 Reduced 0.95%
$0
$336 Million 0.04% of portfolio
1,902
Q3 2025 Reduced 0.05%
$11.9B
$334 Million 0.04% of portfolio
4,407
Q3 2025 Added 1.29%
$86.7B
$338 Million 0.04% of portfolio
569
Q3 2025 Reduced 14.82%
$160B
$274 Million 0.03% of portfolio
1,473
Q3 2025 Reduced 3.91%
Linde PLC Shs
-
$219 Million 0.03% of portfolio
-
Q3 2025 New
$235B
$281 Million 0.03% of portfolio
3,578
Q3 2025 Added 2.64%
$62.3B
$214 Million 0.03% of portfolio
1,947
Q1 2025 New
$20.4B
$287 Million 0.03% of portfolio
3,328
Q4 2022 New
$237B
$227 Million 0.03% of portfolio
1,391
Q3 2025 Reduced 28.08%
$0
$230 Million 0.03% of portfolio
7,318
Q2 2025 New
$0
$242 Million 0.03% of portfolio
2,785
Q3 2025 New
$72.3B
$223 Million 0.03% of portfolio
2,000
Q1 2025 Reduced 11.86%
$0
$290 Million 0.03% of portfolio
2,429
Q3 2025 Added 9.41%
$100B
$275 Million 0.03% of portfolio
1,009
Q3 2024 New
$291B
$230 Million 0.03% of portfolio
488
Q3 2025 New
Waste Mgmt Inc Del Put
-
$263 Million 0.03% of portfolio
-
Q3 2025 New
$0
$269 Million 0.03% of portfolio
2,114
Q3 2025 Reduced 0.38%
$109B
$222 Million 0.03% of portfolio
4,007
Q3 2025 Added 6.91%
$172B
$222 Million 0.03% of portfolio
5,138
Q3 2025 Added 7.18%
$255B
$218 Million 0.03% of portfolio
636
Q3 2025 Added 0.32%
$53.5B
$290 Million 0.03% of portfolio
5,786
Q1 2025 Reduced 7.95%
$0
$237 Million 0.03% of portfolio
3,635
Q3 2025 Added 0.03%

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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