account_balance
Investment manager · 13F filer · SEC CIK 2011050
Mosaic Financial Group, LLC
Reported value$163Mas of Sep 30, 2026
Positions133 10 new, 11 sold out
Top 10 weight44.4%IVV alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.3%
VIGVanguard Specialized Funds
10.1%Trimmed −3%
MSFTMicrosoft Corp
5.0%Added +2%
AAPLApple Inc.
3.9%Added +6%
UNPUnion Pacific Corp
3.8%
RSPInvesco Exchange Traded Fd T
2.5%
GOOGLAlphabet Inc.
2.1%Added +11%
JPMJPMorgan Chase & Co
2.0%Added +5%
TAT&T Inc.
2.0%Trimmed −12%
PYLDPimco ETF Tr
1.6%
VTIVanguard Index FDS
1.6%
NVDANVIDIA Corp
1.6%Added +12%
IVViShares Tr
11.3%
VIGVanguard Specialized Funds
10.1%Trimmed −3%
MSFTMicrosoft Corp
5.0%+2%
AAPLApple Inc.
3.9%+6%
UNPUnion Pacific Corp
3.8%
RSPInvesco Exchange Traded Fd T
2.5%
PYLD
VTI1.6%
NVDABoxes 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
IVV iShares Tr 11.3% Held
VIG Vanguard Specialized Funds 10.1% Trimmed −3%
MSFT Microsoft Corp 5.0% Added +2%AAPL Apple Inc. 3.9% Added +6%UNP Union Pacific Corp 3.8% HeldRSP Invesco Exchange Traded Fd T 2.5% Held
GOOGL Alphabet Inc. 2.1% Added +11%JPM JPMorgan Chase & Co 2.0% Added +5%T AT&T Inc. 2.0% Trimmed −12%PYLD Pimco ETF Tr 1.6% Held
VTI Vanguard Index FDS 1.6% Held
NVDA NVIDIA Corp 1.6% Added +12%What changed
Biggest moves since Jun 30, 2026
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