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CIK: 0001808523
Total reported value
$74.5M
$74.5M
14 檔
84.5%
In Q1 2025, Mosaic Advisors LLC's U.S. equity holdings reached a combined market value of $74.5M, distributed across 14 disclosed stock positions.
In Q1 2025, Mosaic Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 56.72% | -2.25% | -6.94% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 31.18% | +2.85% | NEW | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 3.66% | — | -27.54% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.19% | -0.49% | EXIT | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | — | -77.96% | |
| 6 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.97% | — | — | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | -0.48% | EXIT | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -1.84% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.70% | EXIT | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | -0.87% | EXIT | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.40% | — | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | — | -87.08% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.34% | — | — | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.33% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 2 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 3 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 4 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 6 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 7 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 9 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 11 | IGM | Ishares Expanded Tech Sector | — | NEW | New buy |
| 12 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 13 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 14 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Mosaic Advisors LLC reported a total U.S. public equity portfolio value of $74.5M across 14 disclosed positions in Q1 2025.
During Q1 2025, Mosaic Advisors LLC's top holdings by market value included VIG (56.7%)、VXUS (31.2%)、VB (3.7%). The largest single position, VIG, represented 56.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VXUS, VB) accounted for 84.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VIG
市值: $37.7M
In Q1 2025, Mosaic Advisors LLC made 14 total portfolio adjustments, initiating 14 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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