Mosaic Advisors
Latest statistics and disclosures from Mosaic Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, AAPL, COP, VIG, VEU, and represent 63.25% of Mosaic Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$6.7M), AAPL (+$6.2M), COP (+$5.0M), VEU, SHW, IWV, WMB, SPTM, WMT, VGT.
- Started 11 new stock positions in WMB, VGT, SPY, ORCL, SHW, AAPL, COP, VEU, SPTM, IWV. WMT.
- Reduced shares in these 10 stocks: VIG (-$37M), VXUS (-$21M), VB, VWO, IYW, EFG, THRO, VV, IWB, QUAL.
- Sold out of its positions in DYNF, THRO, AGG, IWB, IYW, MUB, EFV, EFG, QUAL, SPLG. VWO, VV, VB.
- Mosaic Advisors was a net seller of stock by $-31M.
- Mosaic Advisors has $41M in assets under management (AUM), dropping by -39.42%.
- Central Index Key (CIK): 0001808523
Tip: Access up to 7 years of quarterly data
Positions held by Mosaic Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mosaic Advisors
Mosaic Advisors holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Past Filings by Mosaic Advisors
SEC 13F filings are viewable for Mosaic Advisors going back to 2021
- Mosaic Advisors 2025 Q3 filed Nov. 13, 2025
- Mosaic Advisors 2025 Q2 filed Aug. 11, 2025
- Mosaic Advisors 2025 Q1 filed May 5, 2025
- Mosaic Advisors 2024 Q4 filed Feb. 12, 2025
- Mosaic Advisors 2024 Q3 filed Oct. 30, 2024
- Mosaic Advisors 2024 Q2 filed July 30, 2024
- Mosaic Advisors 2024 Q1 filed April 19, 2024
- Mosaic Advisors 2023 Q4 filed Feb. 1, 2024
- Mosaic Advisors 2023 Q3 filed Oct. 26, 2023
- Mosaic Advisors 2023 Q2 filed July 26, 2023
- Mosaic Advisors 2023 Q1 filed April 24, 2023
- Mosaic Advisors 2022 Q4 filed Jan. 30, 2023
- Mosaic Advisors 2022 Q3 filed Nov. 10, 2022
- Mosaic Advisors 2022 Q2 filed Aug. 11, 2022
- Mosaic Advisors 2022 Q1 filed May 13, 2022
- Mosaic Advisors 2021 Q4 filed Feb. 2, 2022