Mosaic Advisors LLC

CIK: 0001808523SEC EDGAR →

Portfolio Value

$52.2M

Holdings

27

As of

Q4 2025

New Positions

11

Closed Positions

13

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P Total US Stock Mark

50,527$7.5M
14.40%
2

Apple Inc

22,711$6.2M
11.84%
3

Conocophillips

52,976$5.0M
9.51%
4

Vanguard FTSE All-World Ex-US ETF

57,705$4.2M
8.14%
5

Vanguard Dividend Appreciation ETF

16,346$3.6M
6.89%
6

MFC iShares Trust Russell 3000 ETF

7,603$2.9M
5.64%
7

Sherwin Williams Co

8,141$2.6M
5.06%
8

Williams Companies

35,000$2.1M
4.03%
9

Vanguard Total International STK ETF

24,856$1.9M
3.59%
10

Vanguard Mega Cap Growth ETF IV

4,066$1.7M
3.22%

Quarterly Changes

Top Buys

VEU↑ Increased
$3.7B
MGKNEW
$1.7M
NVDANEW
$1.6M
AVGONEW
$1.6M
NDQNEW
$1.3M

Top Sells

AAPL↓ Decreased
$6.2B
VIG↓ Decreased
$3.7B
SHW↓ Decreased
$3.3B
IWV↓ Decreased
$3.3B
ORCLCLOSED
$278.4M

New Positions (14)

$1.7M · 4K shares
$1.6M · 9K shares
$1.6M · 5K shares
$1.3M · 2K shares
$1.0M · 10K shares
$950K · 7K shares
$837K · 23K shares
$673K · 3K shares
$569K · 1K shares
$568K · 3K shares
$328K · 1K shares
$315K · 2K shares
$287K · 1K shares
$254K · 2K shares

Closed Positions (2)

$278.4M · 990 shares
$207.7M · 312 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services12$26.6M51.1%
Technology5$10.2M19.6%
Energy2$7.1M13.5%
Basic Materials1$2.6M5.1%
Industrials2$1.7M3.3%
Unknown2$1.6M3.0%
Consumer Cyclical2$1.2M2.4%
Consumer Defensive1$1.0M2.0%