Long-term investor
Mosaic Financial Group, LLC @mosaicfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011050).
Record
- Tracked since 2025-06-30 (448 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +13.0% · all +13.0%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.4% · long · since 2025-06-30
- 921908844 · 11.1% · long · since 2025-06-30
- 907818108 · 4.0% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 46137V357 · 2.7% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- T · 2.0% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- 72201R585 · 1.7% · long · since 2025-06-30
- 46090E103 · 1.7% · long · since 2025-06-30
- 922908769 · 1.7% · long · since 2025-06-30