Loading…
CIK 0001808523 • 6 13F filings • May 5, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("mosaic-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Apple Inc | Common Stock | $6.2M | 15.1%Prev: 9.5% | 24,531 SH | Decreased |
| Conocophillips | Common Stock | $5.0M | 12.1%Prev: 7.4% | 52,976 SH | Decreased |
| iShares Core S&P Total US Stock Mark | Funds | $7.4M | 17.8% | 50,527 SH | New |
| MFC iShares Trust Russell 3000 ETF | Funds | $3.3M | 8.0% | 8,729 SH | New |
| Oracle Corp | Common Stock | $278K | 0.7% | 990 SH | New |
| Sherwin Williams Co | Common Stock | $3.3M | 8.1%Prev: 4.5% | 9,641 SH | Increased |
| SPDR Port S&P 1500 Comps Stk Mkt ETF | Funds | $1.6M | 3.9% | 19,863 SH | New |
| SPDR S&P 500 ETF | Funds | $208K | 0.5% | 312 SH | New |
| Vanguard Dividend Appreciation ETF | Funds | $3.7M | 9.1% | 17,359 SH | New |
| Vanguard FTSE All-World Ex-US ETF | Funds | $3.7M | 9.1% | 52,336 SH | New |
| Vanguard Information Technology ETF | Funds | $603K | 1.5% | 808 SH | New |
| Vanguard Total International STK ETF | Funds | $1.8M | 4.4% | 24,856 SH | New |
| Vertiv Holdings Co | Common Stock | $837K | 2.0% | 5,545 SH | New |
| Wal-Mart | Common Stock | $949K | 2.3%Prev: 1.4% | 9,210 SH | Decreased |
| Williams Companies | Common Stock | $2.2M | 5.4%Prev: 3.3% | 35,000 SH | Decreased+2,000 SH |
| 13F-HR |
| 0001808523-26-000004 |
| $74.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001808523-25-000007 | $68.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001808523-26-000002 | $66.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001808523-25-000004 | $66.4M | View |