Mosaic Family Wealth Partners, LLC
Mosaic Family Wealth Partners, LLC is an independent investment advisory firm headquartered in St. Louis, Missouri, United States. Founded in 2011, the firm offers comprehensive wealth management services designed for both high-net-worth individuals and families, as well as charitable organizations and pension plans. With a team of 20 employees (as of 2025), Mosaic Family Wealth Partners provides tailored financial planning and investment management solutions to help clients achieve their long-term objectives, focusing on legacy, values, and unified strategic planning.
Investment Strategy
The firm’s investment strategy blends active and passive management approaches, aiming to build diversified portfolios across equities, ETFs, and other asset classes. Mosaic Family Wealth Partners uses a client-centered holistic planning process, emphasizing risk management, long-term growth, tax efficiency, and legacy planning. Investments are selected based on rigorous analysis and alignment with client goals; the firm serves both individual investors and institutional clients with custom solutions to support wealth preservation and growth.
Latest 13F Filing Activity
Mosaic Family Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 226 equity positions with a total 13F market value of $785M. The fund increased holdings in Vanguard Growth Etf, Servicetitan Inc. SHS CL A, Vanguard Ftse Developed Markets Etf among other positions. Mosaic Family Wealth Partners, LLC reduced exposure to Apple Inc. Com, Stifel Finl Corp. Com, Dimensional Us Large Cap Vector Etf among others.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 18.00% | $141.3M | 322,237 | $243.86 | $438.40 | +$24.3M |
D DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 11.47% | $90.0M | 2,901,838 | $26.22 | $31.02 | +$3.9M |
D DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 8.22% | $64.6M | 1,475,620 | $33.28 | $43.75 | +$691.3K |
V VBK | VANGUARD SMALL-CAP GROWTH ETF | 4.25% | $33.4M | 120,455 | $214.44 | $276.94 | +$3.0M |
V VTV | VANGUARD VALUE ETF | 4.06% | $31.9M | 180,414 | $144.95 | $176.74 | +$3.0M |
Industry Allocation
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