MOSAIC FAMILY WEALTH PARTNERS, LLC

DOSSIER · 13F-HR · Q1 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC

$977M in tracked AUM across 286 positions as of Q1 2026.

MF

CIK 0001965241 · last filed Mar 31, 2026

Total AUM

$977M

as of Q1 2026

Holdings

286

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VUG

VANGUARD GROWTH ETF

$147M336K15.0%02

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

$107M3.0M10.9%03

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

$74M1.5M7.6%04

VBK

VANGUARD SMALL-CAP GROWTH ETF

$37M122K3.8%05

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

$37M1.1M3.8%06

VTV

VANGUARD VALUE ETF

$36M182K3.7%07

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

$35M998K3.6%08

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$33M520K3.4%09

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

$31M489K3.1%10

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF