Notify me when MOSAIC FAMILY WEALTH PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 241 | $911,238,253 | +$53,870,380 | -$20,637,853 | +$33,232,527 | VUG, DFLV, DBEF, VBK, DFEM | 13F-HR | 13 Feb 2026, 11:07 |
| Q3 2025 | 235 | $853,497,179 | +$33,273,322 | -$15,546,423 | +$17,726,899 | VUG, DFLV, DBEF, VBK, DFEM | 13F-HR | 12 Nov 2025, 10:26 |
| Q2 2025 | 227 | $783,889,522 | +$41,350,942 | -$12,311,735 | +$29,039,207 | VUG, DFLV, DBEF, VBK, VTV | 13F-HR | 11 Aug 2025, 09:28 |
| Q1 2025 | 213 | $702,780,227 | +$34,546,672 | -$5,422,356 | +$29,124,316 | VUG, DFLV, DBEF, VBK, VTV | 13F-HR | 02 May 2025, 11:15 |
| Q4 2024 | 212 | $692,671,726 | +$27,151,540 | -$4,770,774 | +$22,380,766 | VUG, DFLV, DBEF, VBK, VTV | 13F-HR | 14 Feb 2025, 21:30 |
| Q3 2024 | 209 | $673,333,309 | +$34,815,689 | -$18,540,848 | +$16,274,841 | VUG, DFLV, DBEF, VBK, VTV | 13F-HR | 13 Nov 2024, 11:25 |
| Q2 2024 | 192 | $621,890,070 | +$20,593,196 | -$11,395,192 | +$9,198,004 | VUG, DFLV, DBEF, VTV, VBK | 13F-HR | 06 Aug 2024, 10:47 |
| Q1 2024 | 200 | $607,353,719 | +$37,252,247 | -$64,918,336 | -$27,666,089 | VUG, DFLV, DBEF, VTV, VBK | 13F-HR | 13 Jun 2024, 17:24 |
| Q4 2023 | 194 | $579,861,689 | +$52,080,175 | -$22,530,346 | +$29,549,829 | VUG, DFLV, DBEF, VBK, VTV | Restatement | 13 Feb 2024, 15:31 |
| Q3 2023 | 180 | $499,127,255 | +$13,782,296 | -$5,385,200 | +$8,397,096 | VUG, DFLV, DBEF, VTV, VBK | 13F-HR | 01 Nov 2023, 08:52 |
| Q2 2023 | 185 | $508,790,512 | +$11,535,432 | -$4,452,338 | +$7,083,094 | VUG, DFLV, DBEF, VTV, VBK | 13F-HR | 08 Aug 2023, 10:44 |
| Q1 2023 | 182 | $478,181,557 | +$109,061,816 | -$6,883,013 | +$102,178,803 | VUG, DFLV, DBEF, VTV, VBK | 13F-HR | 10 Apr 2023, 15:43 |
| Q4 2022 | 176 | $353,170,600 | $0 | $0 | $0 | VUG, DBEF, VTV, VBK, VEA | 13F-HR | 14 Feb 2023, 09:14 |