account_balance
Investment manager · 13F filer · SEC CIK 1965241
Mosaic Family Wealth Partners, LLC
Reported value$1.51Bas of Sep 30, 2026
Positions437 35 new, 26 sold out
Top 10 weight45.5%VUG alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
13.3%Added +3%
DFLVDimensional ETF Trust
8.2%
DBEFDBX ETF Tr
5.6%
DFEMDimensional ETF Trust
3.0%Added +2%
VEAVanguard Tax-Managed FDS
2.8%Added +7%
VBKVanguard Index FDS
2.8%
VTVVanguard Index FDS
2.7%
DFSVDfa Invt Dimensions Group In
2.5%
AAPLApple Inc.
2.4%+12%
DFICDimensional ETF Trust
2.2%
SPYMSPDR Series Trust
1.9%Added +28%
SPYSPDR S&P 500 ETF Trust
1.3%+4%
VUGVanguard Index FDS
13.3%Added +3%
DFLVDimensional ETF Trust
8.2%
DBEFDBX ETF Tr
5.6%
DFEMDimensional ETF Trust
3.0%
VEA2.8%
VBK2.8%
VTV2.7%
DFSV2.5%
AAPL2.4%DFIC
SPYM
SPYBoxes 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
VUG Vanguard Index FDS 13.3% Added +3%
DFLV Dimensional ETF Trust 8.2% Held
DBEF DBX ETF Tr 5.6% Held
DFEM Dimensional ETF Trust 3.0% Added +2%
VEA Vanguard Tax-Managed FDS 2.8% Added +7%
VBK Vanguard Index FDS 2.8% Held
VTV Vanguard Index FDS 2.7% Held
DFSV Dfa Invt Dimensions Group In 2.5% Held
AAPL Apple Inc. 2.4% Added +12%DFIC Dimensional ETF Trust 2.2% Added +11%
SPYM SPDR Series Trust 1.9% Added +28%
SPY SPDR S&P 500 ETF Trust 1.3% Added +4%What changed
Biggest moves since Jun 30, 2026
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