13F Insight
DOSSIER · 13F-HR · Q2 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC

$1.5B in tracked AUM across 431 positions as of Q2 2026.

MF
CIK 0001965241 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
431
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$187M2.2M12.6%02
DFLV
DIMENSIONAL ETF TRUST
$124M3.1M8.3%03
DBEF
DBX ETF TR
$85M1.5M5.7%04
VBK
VANGUARD INDEX FDS
$46M125K3.1%05
DFEM
DIMENSIONAL ETF TRUST
$45M1.1M3.0%06
VEA
VANGUARD TAX-MANAGED FDS
$40M565K2.7%07
VTV
VANGUARD INDEX FDS
$40M184K2.7%08
DFSV
DIMENSIONAL ETF TRUST
$40M1.0M2.7%09
DFAT
DIMENSIONAL ETF TRUST
$35M506K2.4%10
DFIC
DIMENSIONAL ETF TRUST
$29M784K2.0%

Filing history

2026Q2Jun 30
$1.5B▲ 52.7%
431 positionsView →2026Q1Mar 31
$977M▲ 7.1%
286 positionsView →2025Q4Dec 31
$912M▲ 6.7%
243 positionsView →2025Q3Sep 30
$855M▲ 8.9%
237 positionsView →2025Q2Jun 30
$785M▲ 11.5%
229 positionsLocked2025Q1Mar 31
$704M▲ 1.5%
215 positionsLocked2024Q4Dec 31
$693M▲ 2.9%
213 positionsLocked2024Q3Sep 30
$674M▲ 8.4%
210 positionsLocked2024Q2Jun 30
$622M▲ 2.4%
192 positionsLocked2024Q1Mar 31
$607M▲ 4.7%
200 positionsLocked2023Q4Dec 31
$580M▲ 16.2%
194 positionsLocked2023Q3Sep 30
$499M▼ 1.9%
180 positionsLocked
Showing 12 of 15