MOSAIC FAMILY WEALTH PARTNERS, LLC — 13F holdings

MOSAIC FAMILY WEALTH PARTNERS, LLC reported 431 holdings worth $1.49B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $187M (12.6%)
  2. DFLV DIMENSIONAL ETF TRUST — $124M (8.3%)
  3. DBEF DBX ETF TR — $84.6M (5.7%)
  4. VBK VANGUARD INDEX FDS — $45.6M (3.1%)
  5. DFEM DIMENSIONAL ETF TRUST — $45.4M (3.0%)
  6. VEA VANGUARD TAX-MANAGED FDS — $40.2M (2.7%)
  7. VTV VANGUARD INDEX FDS — $40.0M (2.7%)
  8. DIMENSIONAL ETF TRUST — $40.0M (2.7%)
  9. DIMENSIONAL ETF TRUST — $35.4M (2.4%)
  10. DFIC DIMENSIONAL ETF TRUST — $29.2M (2.0%)