Mosaic Financial Group, LLC - Q42025 Holdings
Mosaic Financial Group, LLC holds 125 stocks with a total portfolio value of $ 146.43K as of Q42025. In Q42025, Mosaic Financial Group, LLC added 9 new positions, increased stakes in 50 stocks, reduced 22 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 11.36% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options