account_balance
Investment manager · 13F filer · SEC CIK 1808523
Mosaic Advisors LLC
Reported value$74.5Mas of Jun 30, 2026
Positions35 9 new, 15 sold out
Top 10 weight65.6%ITOT alone is 11%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Core S&P Total US Stock Mark
11.1%
AAPLApple Inc.
9.5%
COPConocoPhillips
7.4%
VEUVanguard FTSE All-World Ex-US ETF
6.5%
VIGVanguard Dividend Appreciation ETF
5.5%Trimmed −24%
IWVMFC iShares Trust Russell 3000 ETF
5.3%
SHWSherwin Williams Co
4.5%
WMBWilliams Companies, Inc.
3.3%
SPYSPDR S&P 500 ETF Trust
3.2%
VXUSVanguard Total International STK ETF
2.9%New
ITOTiShares Core S&P Total US Stock Mark
11.1%
AAPLApple Inc.
9.5%
COPConocoPhillips
7.4%
VEUVanguard FTSE All-World Ex-US ETF
6.5%
VIGVanguard Dividend Appreciation ETF
5.5%
IWVMFC iShares Trust Russell 3000 ETF
5.3%
SHWSherwin Williams Co
4.5%
WMB3.3%SPY3.2%VXUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Core S&P Total US Stock Mark 11.1% Held
AAPL Apple Inc. 9.5% HeldDFA US Large Cap Equity Institutional 8.5% New
COP ConocoPhillips 7.4% HeldVEU Vanguard FTSE All-World Ex-US ETF 6.5% Held
VIG Vanguard Dividend Appreciation ETF 5.5% Trimmed −24%
IWV MFC iShares Trust Russell 3000 ETF 5.3% Held
SHW Sherwin Williams Co 4.5% HeldSchwab S&P 500 Index 4.0% New
WMB Williams Companies, Inc. 3.3% HeldSPY SPDR S&P 500 ETF Trust 3.2% HeldVXUS Vanguard Total International STK ETF 2.9% New
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- DFA US Large Cap Equity Institutional $6.37M
- Schwab S&P 500 Index $2.98M
- VXUS $2.12M
- JPMorgan Smartretirement Blend 2020 Fund Class R6 $817K
arrow_upwardAdded
None
arrow_downwardTrimmed
- MGK −80%
- VGT −80%
- VIG −24%
- CSX −7%
remove_circleSold out
- SPYM $1.23M
- CORO $838K
- IVE $627K
- XLK $600K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.