Mosaic Advisors LLC Top Holdings and 13F Report (2025) About Mosaic Advisors LLCInvestment ActivityMosaic Advisors LLC has $68.11 million in total holdings as of June 30, 2025.Mosaic Advisors LLC owns shares of 17 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 9.94% of the portfolio was sold this quarter.This quarter, Mosaic Advisors LLC has purchased 14 new stocks and bought additional shares in 2 stocks.Mosaic Advisors LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $38,448,102Vanguard Total International Stock ETF $21,274,367Vanguard Small-Cap ETF $1,749,318Vanguard FTSE Emerging Markets ETF $1,583,137iShares U.S. Technology ETF $825,632 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $644,465 Holding464288885 - iShares MSCI EAFE Growth ETF $392,381 Holding09290C806 - BlackRock Future U.S. Themes ETF $325,301 Holding922908637 - Vanguard Large-Cap ETF $323,530 Holding464287622 - iShares Russell 1000 ETF $322,524 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 4,772 shares (about $644.47K)iShares U.S. Technology ETF 3,185 shares (about $551.87K)iShares MSCI EAFE Growth ETF 3,503 shares (about $392.38K)BlackRock Future U.S. Themes ETF 9,143 shares (about $325.30K)Vanguard Large-Cap ETF 1,134 shares (about $323.53K) Largest Sales this Quarter Vanguard Total International Stock ETF 25,606 shares (about $1.77M)Vanguard Dividend Appreciation ETF 6,382 shares (about $1.31M)Vanguard Small-Cap ETF 3,594 shares (about $851.67K)Vertiv 3,335 shares (about $428.25K)SPDR Portfolio S&P 500 ETF 4,265 shares (about $310.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMosaic Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$38,448,102$1,306,205 ▼-3.3%187,85456.4%ETFVXUSVanguard Total International Stock ETF$21,274,367$1,769,116 ▼-7.7%307,92331.2%ETFVBVanguard Small-Cap ETF$1,749,318$851,673 ▼-32.7%7,3822.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,583,137$10,288 ▼-0.6%32,0082.3%ETFIYWiShares U.S. Technology ETF$825,632$551,865 ▲201.6%4,7651.2%ManufacturingVRTVertiv$712,033$428,247 ▼-37.6%5,5451.0%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$644,465$644,465 ▲New Holding4,7720.9%ETFEFGiShares MSCI EAFE Growth ETF$392,381$392,381 ▲New Holding3,5030.6%ETFBTHMBlackRock Future U.S. Themes ETF$325,301$325,301 ▲New Holding9,1430.5%ETFVVVanguard Large-Cap ETF$323,530$323,530 ▲New Holding1,1340.5%ETFIWBiShares Russell 1000 ETF$322,524$322,524 ▲New Holding9500.5%ETFQUALiShares MSCI USA Quality Factor ETF$291,598$295,803 ▼-50.4%1,5950.4%ETFSPLGSPDR Portfolio S&P 500 ETF$271,497$310,023 ▼-53.3%3,7350.4%ETFEFViShares MSCI EAFE Value ETF$257,856$257,856 ▲New Holding4,0620.4%ETFMUBiShares National Muni Bond ETF$243,856$243,856 ▲New Holding2,3340.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$242,282$2,381 ▲1.0%2,4420.4%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$203,844$117,307 ▼-36.5%3,7430.3%ETFVTEBVanguard Tax-Exempt Bond ETF$0$733,185 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$455,944 ▼-100.0%00.0%ETFIGMiShares Expanded Tech Sector ETF$0$268,419 ▼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$226,522 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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