MOSAIC FAMILY WEALTH PARTNERS, LLC
All 13F Filings
- Location
- St. Louis, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 976,997
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 286 | 976,997 | 13F-HR | MOSAIC FAMILY WEALTH PARTNERS, LLC |
| Q4 2025 | 2/13/2026 | 243 | 912,047 | 13F-HR | MOSAIC FAMILY WEALTH PARTNERS, LLC |
| Q3 2025 | 11/12/2025 | 237 | 854,720 | 13F-HR | MOSAIC FAMILY WEALTH PARTNERS, LLC |
| Q2 2025 | 8/11/2025 | 229 | 784,940 | 13F-HR | MOSAIC FAMILY WEALTH PARTNERS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173 K | 17.7% | 0 | 398.7 K | -398.7 K |
| ETFs | 790.4 K | 80.9% | 460.3 K | 0 | 460.3 K |
| Debt | 13.68 K | 1.4% | 4.089 K | 0 | 4.089 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
976,997
Holdings
286
QoQ value change ($000)
64,950
(7.1%)
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.