Mosaic Financial Group, LLC - Q12026 Holdings

Mosaic Financial Group, LLC holds 126 stocks with a total portfolio value of $ 140.87K as of Q12026. In Q12026, Mosaic Financial Group, LLC added 7 new positions, increased stakes in 60 stocks, reduced 31 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 11.06% of the total portfolio.