Mosaic Family Wealth Partners, LLC
Annual return '25
+8.4%
SPY '25
+17.7%
Alpha
-9.3ptsvs SPY
Invested
$977M
Holdings
285
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD GROWTH ETF
Q1 2026: Increased +9.4% (3.9k → 4.2k shares)
15.0%
02
$DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
Q4 2025: Exited (was 3.05M shares)
10.9%
03
$DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
Q4 2025: Exited (was 1.50M shares)
7.6%
04
$VBK
VANGUARD SMALL-CAP GROWTH ETF
Q1 2026: Increased +396.8% (348 → 1.7k shares)
3.8%
05
$DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Q4 2025: Exited (was 1.07M shares)
3.8%
06
$VTV
VANGUARD VALUE ETF
Q1 2026: Increased +90.5% (13.0k → 24.8k shares)
3.7%
07
$DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
Q1 2026: Increased +3035.2% (1.1k → 34.0k shares)
3.6%
08
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q4 2025: Sold 99.9% (463.8k → 322 shares)
3.4%
09
$DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
Q4 2025: Exited (was 496.4k shares)
3.1%
10
$DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Q4 2025: Exited (was 609.2k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.