Mosaic Advisors LLC
Mosaic Advisors LLC is a registered investment adviser based in Houston, Texas, serving primarily high net worth individuals and charitable organizations. Founded in 2011, the firm employs 20 professionals, the majority of whom are focused on investment activities. Mosaic Advisors manages nearly half a billion dollars in assets, offering personalized portfolio management and financial planning. The firm caters mostly to US clients, providing investment advice tailored to their specific financial needs and goals.
Investment Strategy
Mosaic Advisors LLC specializes in discretionary portfolio management for high net worth individuals and select charitable organizations. Their investment approach involves constructing diversified portfolios comprised mainly of ETFs and mutual funds, following a disciplined, long-term investment philosophy. The firm frequently adjusts its holdings, focusing on broad-based financial strategies that balance risk and growth, rather than concentrated bets or proprietary products.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | Vanguard Dividend Appreciation ETF | 56.45% | $38.4M | 187,854 | $143.03 | $204.67 | +$768.2K |
V VXUS | Vanguard Total International STK ETF | 31.23% | $21.3M | 307,923 | $59.55 | $69.09 | +$562.2K |
V VB | Vanguard Small Cap ETF IV | 2.57% | $1.7M | 7,382 | $203.16 | $236.98 | -$684.6K |
V VWO | Vanguard FTSE Emerging Mark ETF IV | 2.32% | $1.6M | 32,008 | $46.73 | $49.46 | +$125.0K |
I IYW | iShares U.S. Technology ETF | 1.21% | $825.6K | 4,765 | $162.38 | $173.27 | +$603.7K |