Institutions / Mosaic Financial Group, LLC
Mosaic Financial Group, LLC
CIK 2011050 · Institution · as of Dec 31, 2025
Portfolio value
$146.4K
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $16.6K | 11.4% |
| Vanguard Specialized Funds | $15.8K | 10.8% |
| Microsoft Corp | $7.9K | 5.4% |
| Union Pacific Corp | $5.5K | 3.7% |
| Apple Inc. | $5.2K | 3.6% |
| Invesco Exchange Traded Fd T | $3.7K | 2.5% |
| AT&T Inc. | $3.2K | 2.2% |
| Alphabet Inc. | $3.1K | 2.1% |
| JPMORGAN CHASE & CO | $3.0K | 2.0% |
| PIMCO ETF Tr | $2.5K | 1.7% |
| Vanguard Index Fds | $2.3K | 1.6% |
| Berkshire Hathaway Inc Del | $2.3K | 1.5% |
| ELI LILLY & Co | $2.2K | 1.5% |
| Invesco Qqq Tr | $2.2K | 1.5% |
| Broadcom Inc. | $2.1K | 1.4% |
| Novartis AG | $2.1K | 1.4% |
| Vanguard Whitehall Fds | $1.8K | 1.2% |
| iShares Tr | $1.7K | 1.2% |
| First Tr Exchange-Traded Fd | $1.7K | 1.2% |
| NVIDIA Corp | $1.7K | 1.1% |
| Chevron Corp | $1.6K | 1.1% |
| WisdomTree Tr | $1.5K | 1.0% |
| Fidelity Merrimack Str Tr | $1.5K | 1.0% |
| Ryan Specialty Holdings, Inc. | $1.5K | 1.0% |
| Amazon.com Inc | $1.5K | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.