SEC Form 13F

MOSAIC FAMILY WEALTH PARTNERS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,491,477,937
Positions431

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$187,272,9252,173,600
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$124,166,4243,140,205
DBX ETF TRDBEFXTRACK MSCI EAFE$84,607,6511,548,761
VANGUARD INDEX FDSVBKSML CP GRW ETF$45,626,603124,773
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$45,434,1991,118,058
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$40,242,825564,827
VANGUARD INDEX FDSVTVVALUE ETF$40,005,184183,564
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$39,986,1891,030,836
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$35,365,142505,941
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$29,220,517784,242

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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