MOSAIC FINANCIAL GROUP, LLC
MOSAIC FINANCIAL GROUP, LLC reported 134 positions worth $156.4K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $17.8K | 11.39% | 23,769 | — | — | |
| ▸ 2 | VIG | SH | $17.3K | 11.08% | 73,207 | — | — | |
| ▸ 3 | UNP | SH | $6.2K | 3.96% | 22,763 | — | — | |
| ▸ 4 | MSFT | SH | $5.9K | 3.74% | 15,684 | — | — | |
| ▸ 5 | AAPL | SH | $5.2K | 3.35% | 18,088 | — | — | |
| ▸ 6 | RSP | SH | $4.1K | 2.65% | 19,475 | — | — | |
| ▸ 7 | GOOGL | SH | $3.2K | 2.08% | 9,084 | — | — | |
| ▸ 8 | T | SH | $3.2K | 2.02% | 152,962 | — | — | |
| ▸ 9 | JPM | SH | $3.1K | 2.00% | 9,540 | — | — | |
| ▸ 10 | PYLD | SH | $2.7K | 1.74% | 102,614 | — | — |
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Frequently Asked Questions
What stocks does MOSAIC FINANCIAL GROUP, LLC hold as of Q2 2026?
MOSAIC FINANCIAL GROUP, LLC reported 134 positions worth $156.4K in its Q2 2026 13F filing. Largest positions: IVV (11.4%), VIG (11.1%), UNP (4.0%), MSFT (3.7%) and AAPL (3.3%).
What did MOSAIC FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MOSAIC FINANCIAL GROUP, 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.