Mosaic Advisors LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 74,536
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 35 | 74,536 | 13F-HR | Mosaic Advisors LLC |
| Q1 2026 | 5/4/2026 | 42 | 66,843 | 13F-HR | Mosaic Advisors LLC |
| Q4 2025 | 2/18/2026 | 27 | 52,166 | 13F-HR | Mosaic Advisors LLC |
| Q3 2025 | 11/13/2025 | 15 | 41,264 | 13F-HR | Mosaic Advisors LLC |
| Q2 2025 | 8/11/2025 | 17 | 68,112 | 13F-HR | Mosaic Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.15 K | 48.8% | 7.737 K | 0 | 7.737 K |
| ETFs | 37.99 K | 51.2% | 0 | 181 | -181 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
74,536
Holdings
35
QoQ value change ($000)
7,693
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.