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Portfolio (Quarterly) Guide ↗

MOSAIC FINANCIAL GROUP, LLC

· CIK 0002011050
13F Portfolio $156M AUM 134 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,613.0 $238K 0.15% NEW $91.08 -19.9%
122 ABNB AIRBNB INC Consumer Cyclical 1,605.0 $230K 0.15% NEW $143.30 +32.2%
123 GLD SPDR GOLD TR Financial Services 618.0 $228K 0.15% NEW $368.93 +10.8%
124 VBK VANGUARD INDEX FDS 625.0 $228K 0.15% NEW $364.80 -3.6%
125 VB VANGUARD INDEX FDS 747.0 $226K 0.14% NEW $302.54 -0.6%
126 PIMCO ETF TR 4,560.0 $225K 0.14% NEW $49.34
127 VST VISTRA CORP Utilities 1,394.0 $221K 0.14% NEW $158.54 -13.5%
128 GE GENERAL ELECTRIC CO Industrials 579.0 $216K 0.14% NEW $373.06 -8.2%
129 NEE NEXTERA ENERGY INC Utilities 2,422.0 $213K 0.14% NEW $87.94 -6.9%
130 EMR EMERSON ELEC CO Industrials 1,476.0 $211K 0.14% NEW $142.95 +8.6%
131 EW EDWARDS LIFESCIENCES CORP Healthcare 2,250.0 $204K 0.13% NEW $90.67 -0.5%
132 IVLU ISHARES TR 4,787.0 $200K 0.13% NEW $41.78 +5.9%
133 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 15,433.0 $172K 0.11% NEW $11.14 -10.7%
134 PGX INVESCO EXCH TRADED FD TR II 13,403.0 $145K 0.09% NEW $10.82 -2.0%
Page 7 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 16.6%
Industrials 14.3%
Communication Services 11.1%
Healthcare 10.6%
Energy 7.2%
Consumer Cyclical 6.1%
Consumer Defensive 2.5%
Basic Materials 1.8%
Real Estate 0.7%