Mosaic Advisors LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 52,166
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
316
(0.6% of total reported value)
· QoQ Δ:
+316
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.85 K | 100.0% | 10.59 K | 0 | 10.59 K |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
52,166
Holdings
27
QoQ value change ($000)
10,902
(26.4%)
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.