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Scott Highmark

Mosaic Family Wealth Partners, Llc

Assets Managed
$976.997M
Holdings
286
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
7.13%(2Q avg: 6.92%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Mosaic Family Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of Mosaic Family Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 976.997M in assets, with a quarterly growth rate of 7.13% and a 2-quarter average growth rate of 6.92%. The portfolio is managed by Scott Highmark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.96%
15.04%
$146.892M
336,299 shares@ $436.8 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 1.27%
10.95%
$106.959M
2.995M shares@ $35.72 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 0.79%
7.57%
$73.957M
1.497M shares@ $49.41 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 0.82%
3.77%
$36.78M
121,688 shares@ $302.25 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.83%
3.76%
$36.695M
1.062M shares@ $34.55 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.44%
3.66%
$35.755M
182,239 shares@ $196.21 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 1.42%
3.58%
$34.97M
997,993 shares@ $35.04 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.21%
3.42%
$33.327M
520,084 shares@ $64.09 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.24%
3.13%
$30.513M
488,594 shares@ $62.46 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.87%
2.32%
$22.616M
636,539 shares@ $35.54 avg price

1-10 of 286