Holdings

Mosaic Family Wealth Partners, LLC

As of Jun 30, 2026, Mosaic Family Wealth Partners, LLC reported 228 positions worth US$394M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc98,333US$28.5M+25,925Jun 30, 2026
Alphabet Inc (google) Class C43,507US$15.5M+17,356Jun 30, 2026
Nvidia Corporation65,224US$13M+32,104Jun 30, 2026
Micron Technology, Inc.10,629US$12.3M+49Jun 30, 2026
Reinsurance Group Of America, Incorporated53,266US$11.4M+30,860Jun 30, 2026
Amazon.com, Inc.45,646US$10.9M+22,677Jun 30, 2026
Microsoft Corp.26,109US$9.74M+11,679Jun 30, 2026
Ball Corporation107KUS$6.7M−4,720Jun 30, 2026
Berkshire Hathaway Inc.12,993US$6.5M+2,654Jun 30, 2026
Applied Materials, Inc.8,188US$5.92M+684Jun 30, 2026