Mosaic Family Wealth Partners
$1.5B 13F equity value
431 Holdings
Latest filing 2026-06-30
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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