Mosaic Family Wealth Partners 13F annual report
Mosaic Family Wealth Partners is an investment fund managing more than $621 billion ran by Scott Highmark. There are currently 191 companies in Mr. Highmark’s portfolio. The largest investments include Vanguard Growth Etf and Dimensional Us Large Cap Value Etf, together worth $170 billion.
Limited to 30 biggest holdings
$621 billion Assets Under Management (AUM)
As of 30th July 2024, Mosaic Family Wealth Partners’s top holding is 273,979 shares of Vanguard Growth Etf currently worth over $102 billion and making up 16.5% of the portfolio value.
In addition, the fund holds 2,349,376 shares of Dimensional Us Large Cap Value Etf worth $67.9 billion.
The third-largest holding is Xtrackers Msci Eafe Hedged Equity Etf worth $58.8 billion and the next is Vanguard Value Etf worth $26.2 billion, with 163,075 shares owned.
Currently, Mosaic Family Wealth Partners's portfolio is worth at least $621 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mosaic Family Wealth Partners
The Mosaic Family Wealth Partners office and employees reside in St. Louis, Missouri. According to the last 13-F report filed with the SEC, Scott Highmark serves as the President & CCO at Mosaic Family Wealth Partners.
Recent trades
In the most recent 13F filing, Mosaic Family Wealth Partners revealed that it had opened a new position in
Vanguard S&p 500 Etf and bought 5,124 shares worth $2.56 billion.
The investment fund also strengthened its position in Vanguard Growth Etf by buying
5,296 additional shares.
This makes their stake in Vanguard Growth Etf total 273,979 shares worth $102 billion.
On the other hand, there are companies that Mosaic Family Wealth Partners is getting rid of from its portfolio.
Mosaic Family Wealth Partners closed its position in Schwab Strategic Tr on 6th August 2024.
It sold the previously owned 5,041 shares for $384 million.
Scott Highmark also disclosed a decreased stake in Apple Inc by 0.3%.
This leaves the value of the investment at $15 billion and 71,091 shares.
One of the average hedge funds
The two most similar investment funds to Mosaic Family Wealth Partners are Focused Wealth Management, Inc and Steel Grove Capital Advisors. They manage $621 billion and $621 billion respectively.
Scott Highmark investment strategy
Mosaic Family Wealth Partners’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.8% of
the total portfolio value.
The fund focuses on investments in the United States as
17.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
16% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $222 billion.
The complete list of Mosaic Family Wealth Partners trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Growth Etf |
1.97%
273,979
|
$102,470,912,000 | 16.49% |
| Dimensional Us Large Cap Value Etf |
12.75%
2,349,376
|
$67,920,458,000 | 10.93% |
| Xtrackers Msci Eafe Hedged Equity Etf |
6.26%
1,419,743
|
$58,834,144,000 | 9.47% |
| Vanguard Value Etf |
6.24%
163,075
|
$26,158,849,000 | 4.21% |
| Vanguard Small-cap Growth Etf |
6.45%
101,873
|
$25,481,571,000 | 4.10% |
| Dimensional Emerging Markets Core Equity 2 Etf |
18.83%
923,561
|
$24,686,789,000 | 3.97% |
| Dimensional Us Small Cap Value Etf |
11.43%
777,019
|
$22,362,616,000 | 3.60% |
| Dimensional U.s. Targeted Value Etf |
16.13%
386,980
|
$20,072,653,000 | 3.23% |
| Apple Inc |
28.69%
71,091
|
$14,973,124,000 | 2.41% |
| Vanguard Ftse Developed Markets Etf |
5.16%
293,721
|
$14,515,708,000 | 2.34% |
| Dimensional Global Real Estate Etf |
19.79%
576,996
|
$14,419,135,000 | 2.32% |
| Dimensional International Core Equity 2 Etf |
14.03%
547,931
|
$14,405,118,000 | 2.32% |
| Dimensional Us Marketwide Value Etf |
1.98%
344,556
|
$13,530,710,000 | 2.18% |
| Vanguard Total Bond Market Etf |
24.89%
177,401
|
$12,781,708,000 | 2.06% |
| Microsoft Corp Com |
61.50%
12,844
|
$5,754,010,000 | 0.93% |
| Vanguard Small Cap Value Etf |
17.67%
31,377
|
$5,726,888,000 | 0.92% |
| Vanguard Mid-cap Value Etf |
10.61%
37,922
|
$5,704,536,000 | 0.92% |
| Vanguard Ftse Emerging Markets Etf |
12.74%
123,426
|
$5,401,111,000 | 0.87% |
| Vanguard S&p 500 Growth Etf |
8.36%
13,721
|
$4,575,267,000 | 0.74% |
| Reinsurance Grp Of America Inc Com New |
8.14%
21,830
|
$4,481,080,000 | 0.72% |
| Vanguard Mid-cap Growth Etf |
0.64%
19,057
|
$4,374,713,000 | 0.70% |
| Spdr S&p 500 Etf Trust |
14.85%
7,851
|
$4,272,510,000 | 0.69% |
| Amazon.com Inc. |
11.63%
21,614
|
$4,176,904,000 | 0.67% |
| Vaneck Fallen Angel High Yield Bond Etf |
4.28%
144,422
|
$4,087,141,000 | 0.66% |
| Ishares Russell 1000 Growth Etf |
3.55%
10,203
|
$3,719,118,000 | 0.60% |
| Ishares Msci Eafe Etf |
0.28%
44,119
|
$3,455,846,000 | 0.56% |
| Nvidia Corporation Com |
34.29%
27,609
|
$3,410,828,000 | 0.55% |
| Alphabet Inc Cap Stk Cl C |
3.67%
17,406
|
$3,192,684,000 | 0.51% |
| Berkshire Hathaway Inc Del Cl B New |
3.15%
7,564
|
$3,076,880,000 | 0.50% |
| Guggenheim Strategic Opportun Com Sbi |
8.93%
198,133
|
$2,954,163,000 | 0.48% |
| Nike, Inc. |
2.58%
37,971
|
$2,861,871,000 | 0.46% |
| Schwab U.s. Large-cap Etf |
5.86%
43,695
|
$2,807,404,000 | 0.45% |
| Vanguard S&p 500 Etf |
Opened
5,124
|
$2,562,805,000 | 0.41% |
| Ishares Russell 1000 Value Etf |
2.37%
14,597
|
$2,546,760,000 | 0.41% |
| Ishares Msci Usa Min Vol Factor Etf |
6.42%
26,173
|
$2,197,490,000 | 0.35% |
| iShares Select Dividend ETF |
1.64%
17,114
|
$2,070,451,000 | 0.33% |
| Vanguard Mid-cap Etf |
27.85%
8,405
|
$2,034,838,000 | 0.33% |
| Vanguard Intermediate-term Corporate Bond Etf |
53.39%
23,899
|
$1,910,220,000 | 0.31% |
| Emerson Elec Co Com |
16.89%
16,642
|
$1,833,310,000 | 0.30% |
| Vanguard Real Estate Etf |
20.52%
21,612
|
$1,810,262,000 | 0.29% |
| Applied Matls Inc Com |
15.67%
7,320
|
$1,727,447,000 | 0.28% |
| Vanguard Total Stock Market Etf |
16.12%
6,238
|
$1,668,712,000 | 0.27% |
| Freeport-McMoRan Inc |
8.34%
34,293
|
$1,666,627,000 | 0.27% |
| Vanguard Short-term Bond Etf |
50.10%
21,106
|
$1,618,824,000 | 0.26% |
| Walmart Inc |
199.87%
23,702
|
$1,604,836,000 | 0.26% |
| Micron Technology Inc. |
6.00%
12,106
|
$1,592,270,000 | 0.26% |
| Vanguard S&p 500 Value Etf |
0.23%
9,033
|
$1,587,824,000 | 0.26% |
| Pepsico Inc Com |
9.83%
9,378
|
$1,546,762,000 | 0.25% |
| Eli Lilly & Co Com |
10.49%
1,681
|
$1,522,343,000 | 0.25% |
| Vanguard Short-term Treasury Etf |
71.80%
26,192
|
$1,518,889,000 | 0.24% |
| Bank America Corp Com |
4.21%
37,475
|
$1,490,388,000 | 0.24% |
| Vanguard High Dividend Yield Index Etf |
No change
12,414
|
$1,472,358,000 | 0.24% |
| Procter And Gamble Co Com |
14.42%
8,699
|
$1,434,635,000 | 0.23% |
| Jpmorgan Chase & Co. Com |
12.80%
6,890
|
$1,393,591,000 | 0.22% |
| Ishares Core S&p 500 Etf |
3.51%
2,502
|
$1,369,295,000 | 0.22% |
| NextEra Energy Inc |
17.84%
19,176
|
$1,357,886,000 | 0.22% |
| Mcdonalds Corp Com |
17.73%
5,281
|
$1,345,767,000 | 0.22% |
| Stifel Finl Corp Com |
No change
15,964
|
$1,343,371,000 | 0.22% |
| Vanguard Large-cap Etf |
14.01%
5,075
|
$1,266,757,000 | 0.20% |
| Johnson & Johnson Com |
15.93%
8,384
|
$1,225,375,000 | 0.20% |
| Costco Whsl Corp New Com |
1.15%
1,402
|
$1,192,070,000 | 0.19% |
| Ishares Msci Usa Quality Factor Etf |
2.90%
6,724
|
$1,148,220,000 | 0.18% |
| Vanguard S&p Small-cap 600 Growth Etf |
9.04%
10,187
|
$1,122,811,000 | 0.18% |
| Abbvie Inc |
11.25%
6,499
|
$1,114,721,000 | 0.18% |
| Vanguard Small-cap Etf |
27.40%
4,905
|
$1,069,486,000 | 0.17% |
| Ishares Core S&p Total U.s. Stock Market Etf |
No change
8,952
|
$1,063,319,000 | 0.17% |
| Hewlett Packard Enterprise Co Com |
No change
50,000
|
$1,058,500,000 | 0.17% |
| Ishares Core Msci Emerging Markets Etf |
4.63%
19,773
|
$1,058,454,000 | 0.17% |
| Enterprise Prods Partners L P Com |
0.54%
36,247
|
$1,050,432,000 | 0.17% |
| HP Inc |
13.56%
29,515
|
$1,033,615,000 | 0.17% |
| Oneok Inc New Com |
0.88%
12,528
|
$1,021,681,000 | 0.16% |
| Advantage Solutions Inc. |
21.57%
310,000
|
$998,200,000 | 0.16% |
| Spdr S&p 600 Small Cap Growth Etf |
8.45%
11,460
|
$983,977,000 | 0.16% |
| Enterprise Finl Svcs Corp Com |
No change
23,696
|
$969,403,000 | 0.16% |
| Ishares Core High Dividend Etf |
0.57%
8,880
|
$965,211,000 | 0.16% |
| Dimensional U.s. Core Equity 2 Etf |
39.07%
29,785
|
$960,266,000 | 0.15% |
| Mastercard Incorporated |
25.09%
2,147
|
$947,060,000 | 0.15% |
| Unitedhealth Group Inc |
16.20%
1,836
|
$935,089,000 | 0.15% |
| Ameren Corp Com |
10.09%
12,954
|
$921,157,000 | 0.15% |
| Alphabet Inc Cap Stk Cl A |
26.09%
5,054
|
$920,626,000 | 0.15% |
| Boeing Co Com |
79.73%
4,986
|
$907,435,000 | 0.15% |
| Dimensional U.s. Equity Etf |
Opened
15,404
|
$906,513,000 | 0.15% |
| Vanguard Dividend Appreciation Etf |
0.47%
4,946
|
$902,948,000 | 0.15% |
| Invesco S&p 500 Equal Weight Etf |
14.18%
5,484
|
$900,909,000 | 0.15% |
| Tesla Inc |
0.82%
4,462
|
$882,941,000 | 0.14% |
| Lowes Cos Inc Com |
0.24%
3,721
|
$820,354,000 | 0.13% |
| Chevron Corp New Com |
10.43%
5,047
|
$789,397,000 | 0.13% |
| Spdr Portfolio S&p 500 Growth Etf |
3.18%
9,780
|
$783,665,000 | 0.13% |
| Us Bancorp Del Com New |
0.71%
19,086
|
$757,714,000 | 0.12% |
| Dimensional World Equity Etf |
Opened
12,611
|
$750,878,000 | 0.12% |
| Mfs Multimarket Income Tr Sh Ben Int |
23.66%
159,090
|
$744,542,000 | 0.12% |
| Ishares Msci Eafe Min Vol Factor Etf |
3.38%
10,579
|
$733,680,000 | 0.12% |
| Realty Income Corp Com |
6.96%
13,374
|
$706,406,000 | 0.11% |
| Pfizer Inc. |
0.30%
25,239
|
$706,174,000 | 0.11% |
| Meta Platforms Inc |
6.71%
1,399
|
$705,324,000 | 0.11% |
| Waste Mgmt Inc Del Com |
3.32%
3,294
|
$702,742,000 | 0.11% |
| Union Pac Corp Com |
2.16%
2,976
|
$673,330,000 | 0.11% |
| Dimensional US Core Equity Market ETF |
5.50%
17,148
|
$642,871,000 | 0.10% |
| Ishares Msci Usa Momentum Factor Etf |
8.49%
3,278
|
$638,791,000 | 0.10% |
| Coca Cola Co Com |
2.97%
9,981
|
$635,301,000 | 0.10% |
| Ishares Russell Mid-cap Value Etf |
1.16%
5,122
|
$618,412,000 | 0.10% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,241,000 | 0.10% |
| Home Depot, Inc. |
19.85%
1,765
|
$607,616,000 | 0.10% |
| Ishares Msci Usa Small-cap Min Vol Factor Etf |
4.43%
16,196
|
$604,021,000 | 0.10% |
| Vanguard Russell 2000 Etf |
2.53%
7,130
|
$584,446,000 | 0.09% |
| Vanguard Mega Cap Etf |
No change
2,928
|
$577,674,000 | 0.09% |
| Abbott Labs Com |
7.05%
5,535
|
$575,097,000 | 0.09% |
| Vanguard Total International Stock Etf |
Opened
9,526
|
$574,418,000 | 0.09% |
| Cisco Sys Inc Com |
24.35%
11,785
|
$559,910,000 | 0.09% |
| Xcel Energy Inc. |
0.24%
10,479
|
$559,683,000 | 0.09% |
| Exxon Mobil Corp Com |
41.89%
4,783
|
$550,636,000 | 0.09% |
| Centene Corp Del Com |
13.09%
8,304
|
$550,555,000 | 0.09% |
| Southern Co Com |
0.49%
6,407
|
$496,999,000 | 0.08% |
| Ishares Gold Trust |
No change
11,257
|
$494,510,000 | 0.08% |
| Ishares Russell Mid-cap Growth Etf |
4.03%
4,474
|
$493,658,000 | 0.08% |
| Vanguard Total World Stock Etf |
5.25%
4,353
|
$490,278,000 | 0.08% |
| Ishares Core Msci Eafe Etf |
1.34%
6,701
|
$486,764,000 | 0.08% |
| Western Asset Managed Muns Fd Com |
15.53%
46,905
|
$485,465,000 | 0.08% |
| Netflix Inc. |
2.89%
712
|
$480,515,000 | 0.08% |
| Phillips 66 Com |
13.91%
3,336
|
$470,877,000 | 0.08% |
| Sarepta Therapeutics Inc |
No change
2,969
|
$469,102,000 | 0.08% |
| Morgan Stanley Com New |
4.28%
4,606
|
$447,655,000 | 0.07% |
| Ishares S&p Mid-cap 400 Growth Etf |
0.53%
5,051
|
$445,038,000 | 0.07% |
| AMGEN Inc. |
1.07%
1,411
|
$440,867,000 | 0.07% |
| Vanguard S&p Mid-cap 400 Value Etf |
0.99%
5,002
|
$438,023,000 | 0.07% |
| Nuveen Pfd & Income Opportunit Com |
23.69%
58,444
|
$436,576,000 | 0.07% |
| Accenture Plc Ireland Shs Class A |
9.31%
1,420
|
$430,769,000 | 0.07% |
| Advanced Micro Devices Inc. |
91.94%
2,639
|
$428,072,000 | 0.07% |
| Ishares Russell 2000 Value Etf |
27.00%
2,809
|
$427,741,000 | 0.07% |
| Lockheed Martin Corp Com |
2.38%
904
|
$422,139,000 | 0.07% |
| Merck & Co Inc |
13.59%
3,402
|
$421,168,000 | 0.07% |
| Ishares Core U.s. Aggregate Bond Etf |
12.52%
4,180
|
$405,753,000 | 0.07% |
| General Dynamics Corp Com |
0.22%
1,362
|
$395,243,000 | 0.06% |
| Visa Inc |
35.02%
1,494
|
$392,109,000 | 0.06% |
| Schwab Strategic Tr |
Closed
5,041
|
$383,771,000 | |
| Targa Res Corp Com |
No change
2,910
|
$374,767,000 | 0.06% |
| Disney Walt Co Com |
66.65%
3,743
|
$371,663,000 | 0.06% |
| Automatic Data Processing In |
Closed
1,566
|
$364,831,000 | |
| Energy Transfer L P Com Ut Ltd Ptn |
0.20%
21,996
|
$356,774,000 | 0.06% |
| Spdr Gold Shares |
4.06%
1,629
|
$350,228,000 | 0.06% |
| Church & Dwight Co., Inc. |
No change
3,328
|
$345,047,000 | 0.06% |
| United Rentals, Inc. |
Closed
595
|
$341,185,000 | |
| Dimensional U.s. Small Cap Etf |
Opened
5,670
|
$340,637,000 | 0.05% |
| Oracle Corp Com |
1.36%
2,389
|
$337,362,000 | 0.05% |
| Ishares Msci Emerging Markets Min Vol Factor Etf |
12.79%
5,776
|
$330,434,000 | 0.05% |
| Schwab International Equity Etf |
No change
8,600
|
$330,412,000 | 0.05% |
| AT&T Inc. |
13.10%
17,219
|
$329,046,000 | 0.05% |
| Calamos Strategic Total Return Com Sh Ben Int |
2.06%
19,091
|
$321,490,000 | 0.05% |
| Wells Fargo Co New Com |
1.24%
5,395
|
$320,386,000 | 0.05% |
| Danaher Corporation Com |
7.33%
1,274
|
$318,346,000 | 0.05% |
| Vanguard Bd Index Fds |
Closed
4,130
|
$315,449,000 | |
| Intel Corp Com |
1.54%
9,867
|
$305,569,000 | 0.05% |
| D.R. Horton Inc. |
Closed
2,005
|
$304,720,000 | |
| Ishares Russell 2000 Growth Etf |
4.24%
1,153
|
$302,791,000 | 0.05% |
| First Finl Corp Ind |
Closed
7,016
|
$301,898,000 | |
| Artisan Partners Asset Mgmt In Cl A |
No change
7,262
|
$299,703,000 | 0.05% |
| Williams Cos Inc |
0.11%
6,992
|
$297,165,000 | 0.05% |
| Duke Energy Corp New Com New |
1.83%
2,951
|
$295,800,000 | 0.05% |
| Mondelez International Inc. |
7.95%
4,385
|
$286,932,000 | 0.05% |
| Trane Technologies Plc Shs |
3.44%
869
|
$285,840,000 | 0.05% |
| Salesforce Inc |
12.28%
1,097
|
$282,039,000 | 0.05% |
| Spdr S&p 400 Mid Cap Growth Etf |
9.64%
3,355
|
$282,021,000 | 0.05% |
| Kayne Anderson Energy Infrstr Com |
2.25%
27,264
|
$281,642,000 | 0.05% |
| Comcast Corp New Cl A |
7.55%
7,141
|
$279,660,000 | 0.05% |
| Vanguard S&p Small-cap 600 Value Etf |
0.12%
3,328
|
$278,417,000 | 0.04% |
| Novo-nordisk A S Adr |
Opened
1,936
|
$276,351,000 | 0.04% |
| Invesco S&p Midcap Quality Etf |
4.71%
2,846
|
$276,147,000 | 0.04% |
| CDW Corp |
Closed
1,209
|
$274,830,000 | |
| Mfs Inter High Income Fd Sh Ben Int |
Opened
159,790
|
$270,845,000 | 0.04% |
| Mplx Lp Com Unit Rep Ltd |
No change
6,286
|
$267,721,000 | 0.04% |
| Rtx Corporation Com |
29.53%
2,666
|
$267,639,000 | 0.04% |
| Welltower Inc. |
1.20%
2,530
|
$263,753,000 | 0.04% |
| International Business Machs Com |
6.27%
1,510
|
$261,127,000 | 0.04% |
| Invesco Bloomberg Mvp Multi-factor Etf |
No change
5,898
|
$259,654,000 | 0.04% |
| Spire Inc. |
3.33%
4,205
|
$255,375,000 | 0.04% |
| Broadcom Inc |
Opened
157
|
$251,627,000 | 0.04% |
| Deere & Co Com |
0.15%
672
|
$251,234,000 | 0.04% |
| Northrop Grumman Corp Com |
1.42%
571
|
$248,927,000 | 0.04% |
| Pacer Us Small Cap Cash Cows 100 Etf |
Opened
5,703
|
$248,423,000 | 0.04% |
| Performance Food Group Co Com |
0.13%
3,717
|
$245,731,000 | 0.04% |
| Vanguard U.s. Value Factor Etf |
14.46%
2,154
|
$243,594,000 | 0.04% |
| Vanguard S&p Mid-cap 400 Growth Etf |
No change
2,207
|
$241,755,000 | 0.04% |
| Ishares Tips Bond Etf |
1.06%
2,246
|
$239,862,000 | 0.04% |
| Bristol-myers Squibb Co Com |
3.54%
5,742
|
$238,482,000 | 0.04% |
| Texas Instrs Inc Com |
13.74%
1,205
|
$234,409,000 | 0.04% |
| Vanguard Ftse All-world Ex-us Index Fund |
No change
3,978
|
$233,270,000 | 0.04% |
| Dimensional International Value |
Opened
6,442
|
$231,512,000 | 0.04% |
| Starbucks Corp. |
Closed
2,327
|
$223,462,000 | |
| Schwab U.s. Large-cap Growth Etf |
Opened
2,210
|
$222,856,000 | 0.04% |
| Ishares Core S&p Small Cap Etf |
2.50%
2,069
|
$220,716,000 | 0.04% |
| Bellring Brands Inc |
Closed
3,960
|
$219,503,000 | |
| Open Text Corp |
Closed
5,065
|
$212,831,000 | |
| CME Group Inc |
Closed
1,000
|
$210,600,000 | |
| Ishares Tr |
Closed
2,793
|
$418,978,000 | |
| 3m Co Com |
2.75%
2,052
|
$209,655,000 | 0.03% |
| American Elec Pwr Co Inc |
Closed
2,564
|
$208,210,000 | |
| Copart, Inc. |
Closed
4,240
|
$207,760,000 | |
| Archer Daniels Midland Co. |
Closed
2,854
|
$206,116,000 | |
| Aflac Inc. |
Opened
2,266
|
$202,376,000 | 0.03% |
| Fidelity Natl Information Sv |
Closed
3,357
|
$201,655,000 | |
| Vanguard Extended Market Etf |
Opened
1,194
|
$201,535,000 | 0.03% |
| Goldman Sachs Group, Inc. |
Opened
442
|
$200,035,000 | 0.03% |
| Hancock John Prem Divid Fd Com Sh Ben Int |
41.25%
16,190
|
$190,720,000 | 0.03% |
| Perimeter Solutions Sa Common Stock |
No change
24,344
|
$190,612,000 | 0.03% |
| Neuberger Berman Energy Infra Com |
Opened
19,434
|
$155,469,000 | 0.03% |
| Flaherty & Crumrine Pfd Income Com |
No change
11,824
|
$100,147,000 | 0.02% |
| BlackBerry Ltd |
Closed
16,060
|
$56,852,000 | |
| Futurefuel Corp Com |
Opened
10,516
|
$53,946,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 208 holdings | |||
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