Mosaic Advisors LLC
Mosaic Advisors LLC reported 35 positions worth $74.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: ITOT (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $8.3M | 11.14% | 50,527 | — | — | |
| ▸ 2 | AAPL | SH | $7.1M | 9.52% | 24,531 | — | — | |
| ▸ 3 | DUSQX | SH | $6.4M | 8.55% | 155,527 | — | — | |
| ▸ 4 | COP | SH | $5.5M | 7.39% | 52,976 | — | — | |
| ▸ 5 | VEU | SH | $4.8M | 6.48% | 57,705 | — | — | |
| ▸ 6 | VIG | SH | $4.1M | 5.53% | 17,406 | — | — | |
| ▸ 7 | IWV | SH | $3.9M | 5.29% | 9,249 | — | — | |
| ▸ 8 | SHW | SH | $3.3M | 4.45% | 9,641 | — | — | |
| ▸ 9 | SWPPX | SH | $3.0M | 4.00% | 154,500 | — | — | |
| ▸ 10 | WMB | SH | $2.5M | 3.29% | 33,000 | — | — |
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Frequently Asked Questions
What stocks does Mosaic Advisors LLC hold as of Q2 2026?
Mosaic Advisors LLC reported 35 positions worth $74.5M in its Q2 2026 13F filing. Largest positions: ITOT (11.1%), AAPL (9.5%), DUSQX (8.5%), COP (7.4%) and VEU (6.5%).
What did Mosaic Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mosaic Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.