Mosaic Family Wealth Partners
$1.5B 13F equity value
431 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mosaic Family Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 2,173,600 | $187M | 12.7% |
| DFLV | DIMENSIONAL ETF TRUST | 3,140,205 | $124M | 8.4% |
| DBEF | DBX ETF TR | 1,548,761 | $85M | 5.7% |
| VBK | VANGUARD INDEX FDS | 124,773 | $46M | 3.1% |
| DFEM | DIMENSIONAL ETF TRUST | 1,118,058 | $45M | 3.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 564,827 | $40M | 2.7% |
| VTV | VANGUARD INDEX FDS | 183,564 | $40M | 2.7% |
| DFSV | DIMENSIONAL ETF TRUST | 1,030,836 | $40M | 2.7% |
| DFAT | DIMENSIONAL ETF TRUST | 505,941 | $35M | 2.4% |
| DFIC | DIMENSIONAL ETF TRUST | 784,242 | $29M | 2.0% |
Track Mosaic Family Wealth Partners's 13F portfolio: $1.5B in reported holdings, 431 positions. Top holdings and quarterly changes on SentiSense.
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