MOSAIC FAMILY WEALTH PARTNERS, LLC
All 13F Filings
- Location
- St. Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,491,478
- 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 | 8/5/2026 | 431 | 1,491,478 | 13F-HR | MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
14.1 K
(0.9% of total reported value)
· QoQ Δ:
+14.1 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 435.7 K | 29.5% | 262.8 K | 0 | 262.8 K |
| ETFs | 1.021 M | 69.1% | 231 K | 0 | 231 K |
| Debt | 20.3 K | 1.4% | 6.623 K | 0 | 6.623 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,491,478
Holdings
431
QoQ value change ($000)
514,481
(52.7%)
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.