First seen by DFX
Sep 12, 2026
date not stated
Mosaic Wealth found on the SEC adviser roster (name)
Mosaic Family Wealth Partners, LLC reported $976,996,786 across 286 13(f) positions for the quarter ended 2026-03-31
Mosaic Family Wealth Partners, LLC opened a $3,389,858 position in Commerce Bancshares Inc Com (68,900 shares)
Mosaic Family Wealth Partners, LLC opened a $2,587,716 position in Invesco S&p 500 Low Volatility Etf (35,380 shares)
Mosaic Family Wealth Partners, LLC increased Janus Henderson Short Duration Income Etf 52,576 -> 72,300 shares ($2,583,599 -> $3,532,584)
Mosaic Family Wealth Partners, LLC increased Johnson & Johnson Com 8,105 -> 12,125 shares ($1,677,425 -> $2,963,869)
Mosaic Family Wealth Partners, LLC increased Microsoft Corp Com 10,193 -> 14,430 shares ($4,929,469 -> $5,341,400)
Mosaic Family Wealth Partners, LLC increased Pgim Municipal Income Opportunities Etf 41,803 -> 53,877 shares ($2,131,535 -> $2,720,708)
Mosaic Family Wealth Partners, LLC increased Pgim Total Return Bond Etf 77,831 -> 105,337 shares ($3,272,025 -> $4,372,557)
Mosaic Family Wealth Partners, LLC increased Spdr Gold Shares 1,903 -> 9,175 shares ($754,267 -> $3,947,922)
Mosaic Family Wealth Partners, LLC increased State Street Spdr Portfolio S&p 500 Etf 121,474 -> 152,673 shares ($9,744,608 -> $11,685,560)
Mosaic Family Wealth Partners, LLC increased Vanguard S&p 500 Etf 1,788 -> 3,447 shares ($1,121,301 -> $2,059,995)
Mosaic Family Wealth Partners, LLC increased Vanguard Short Duration Tax-Exempt Bond Etf 42,505 -> 58,614 shares ($3,249,507 -> $4,471,662)
Mosaic Family Wealth Partners, LLC increased Alphabet Inc Cap Stk Cl a 4,316 -> 9,661 shares ($1,350,980 -> $2,778,013)
Mosaic Family Wealth Partners, LLC increased Capital Group Core Bond Etf 190,429 -> 261,568 shares ($5,050,182 -> $6,868,766)
Mosaic Family Wealth Partners, LLC increased Capital Group Municipal Income Etf 154,279 -> 202,761 shares ($4,224,159 -> $5,504,949)
Mosaic Family Wealth Partners, LLC increased Capital Group U.S. Multi-Sector Income Etf 70,409 -> 96,924 shares ($1,944,685 -> $2,639,241)
Mosaic Family Wealth Partners, LLC increased Invesco Qqq Trust Series I 1,279 -> 4,088 shares ($785,648 -> $2,359,490)
Mosaic Family Wealth Partners, LLC increased Ishares Ibonds Dec 2026 Term Corporate Etf 47,036 -> 92,509 shares ($1,139,692 -> $2,242,427)
Mosaic Family Wealth Partners, LLC reported $912,047,441 across 243 13(f) positions for the quarter ended 2025-12-31
Mosaic Family Wealth Partners, LLC opened a $5,050,182 position in Capital Group Core Bond Etf (190,429 shares)
Mosaic Family Wealth Partners, LLC opened a $3,249,507 position in Vanguard Short Duration Tax-Exempt Bond Etf (42,505 shares)
Mosaic Family Wealth Partners, LLC opened a $4,224,159 position in Capital Group Municipal Income Etf (154,279 shares)
Mosaic Family Wealth Partners, LLC opened a $2,583,599 position in Janus Henderson Short Duration Income Etf (52,576 shares)
Mosaic Family Wealth Partners, LLC opened a $2,131,535 position in Pgim Municipal Income Opportunities Etf (41,803 shares)
Mosaic Family Wealth Partners, LLC opened a $3,272,025 position in Pgim Total Return Bond Etf (77,831 shares)
Mosaic Family Wealth Partners, LLC increased Wisdomtree U.S. Largecap Dividend Fund 2,785 -> 54,653 shares ($241,543 -> $4,813,799)
Mosaic Family Wealth Partners, LLC increased Jpmorgan Chase & Co. Com 7,099 -> 11,180 shares ($2,241,180 -> $3,602,543)
Mosaic Family Wealth Partners, LLC increased State Street Spdr Portfolio S&p 500 Etf 6,188 -> 121,474 shares ($483,097 -> $9,744,608)
Mosaic Family Wealth Partners, LLC increased Vanguard Mid-Cap Etf 6,795 -> 14,448 shares ($1,991,954 -> $4,193,240)
Mosaic Family Wealth Partners, LLC reported $854,720,033 across 237 13(f) positions for the quarter ended 2025-09-30
Mosaic Family Wealth Partners, LLC reduced Servicetitan Inc Shs Cl a 90,028 -> 44,308 shares ($9,649,201 -> $4,563,281)
Mosaic Family Wealth Partners, LLC reduced Vanguard S&p 500 Etf 6,120 -> 1,483 shares ($3,476,277 -> $904,753)
Mosaic Family Wealth Partners, LLC increased Ball Corp Com 74,872 -> 103,821 shares ($4,199,570 -> $5,149,522)
Mosaic Family Wealth Partners, LLC increased Spdr S&p 400 Mid Cap Growth Etf 27,531 -> 36,175 shares ($2,391,619 -> $3,311,428)
Mosaic Family Wealth Partners, LLC reported $784,939,861 across 229 13(f) positions for the quarter ended 2025-06-30
Mosaic Family Wealth Partners, LLC increased Ball Corp Com 28,787 -> 74,872 shares ($1,498,939 -> $4,199,570)
Mosaic Family Wealth Partners, LLC increased Spdr S&p 400 Mid Cap Growth Etf 18,318 -> 27,531 shares ($1,455,523 -> $2,391,619)
Mosaic Family Wealth Partners, LLC increased Spdr S&p 600 Small Cap Growth Etf 20,621 -> 29,335 shares ($1,711,531 -> $2,603,437)
Mosaic Family Wealth Partners, LLC opened a $3,542,223 position in Longview Advantage Etf (69,619 shares)