MOSAIC FINANCIAL GROUP, LLC

CIK: 0002011050SEC EDGAR →

Portfolio Value

$146K

Holdings

125

As of

Q4 2025

New Positions

12

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD SPECIALIZED FUNDS

71,911$15.8M
10793.55%
2

MICROSOFT CORP

16,301$7.9M
5383.46%
3

UNION PAC CORP

23,733$5.5M
3749.23%
4

APPLE INC

19,202$5.2M
3564.84%
5

INVESCO EXCHANGE TRADED FD T

19,434$3.7M
2542.51%
6

AT&T INC

129,079$3.2M
2189.44%
7

ALPHABET INC

9,848$3.1M
2105.44%
8

JPMORGAN CHASE & CO

9,255$3.0M
2036.47%
9

PIMCO ETF TR

93,108$2.5M
1696.37%
10

VANGUARD INDEX FDS

6,933$2.3M
1587.11%

Quarterly Changes

Top Buys

VIG↑ Increased
$1.4M
AZNNEW
$478K
PYLD↑ Increased
$478K
VTWVNEW
$424K
EVTR↑ Increased
$304K

Top Sells

MSFT↓ Decreased
$7.9M
GOOGL↓ Decreased
$663K
T↓ Decreased
$455K
AZNCLOSED
$399K
IBITCLOSED
$348K

New Positions (9)

$478K · 5K shares
$424K · 3K shares
$253K · 774 shares
$244K · 3K shares
$232K · 1K shares
$225K · 3K shares
$217K · 3K shares
$210K · 3K shares
$203K · 2K shares

Closed Positions (4)

$399K · 5K shares
$348K · 5K shares
$216K · 767 shares
$202K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services60$64.1M53.1%
Technology13$19.7M16.3%
Communication Services8$9.9M8.2%
Industrials8$8.0M6.6%
Energy5$5.4M4.5%
Consumer Cyclical6$4.6M3.8%
Unknown7$3.1M2.5%
Healthcare8$2.5M2.1%
Consumer Defensive4$1.5M1.2%
Basic Materials2$1.1M0.9%
Utilities2$467K0.4%
Real Estate2$251K0.2%