What does MOSAIC FAMILY WEALTH PARTNERS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD GROWTH ETF

$147M336K15.0%

DIMENSIONAL US LARGE CAP VALUE ETF

$107M3.0M10.9%

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

$74M1.5M7.6%

VANGUARD SMALL-CAP GROWTH ETF

$37M122K3.8%

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

$37M1.1M3.8%

VANGUARD VALUE ETF

$36M182K3.7%

DIMENSIONAL US SMALL CAP VALUE ETF

$35M998K3.6%

VANGUARD FTSE DEVELOPED MARKETS ETF

$33M520K3.4%

DIMENSIONAL U.S. TARGETED VALUE ETF

$31M489K3.1%

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

$23M637K2.3%

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