Mosaic Advisors Llc Q2 2026 Portfolio Activity Revealed
A detailed analysis of Mosaic Advisors' investment actions during the second quarter of 2026 shows significant additions to ETFs and select individual stocks.
According to insider data filed on InsiderSet, Mosaic Advisors Llc made several notable changes to its portfolio holdings during the second quarter of 2026. The firm's total portfolio value stood at $65,334,506 as of June 30th.
New Positions and Significant Increases
Mosaic Advisors demonstrated a clear preference for Exchange-Traded Funds (ETFs) this quarter by establishing new positions or significantly increasing their holdings in several funds. The most substantial action was the creation of a brand-new position in Schwab S&P 500 Index (SWPPX), acquiring all 154,500 shares available.
Additionally, the firm significantly boosted its stake in Vanguard Information Technology ETF (VGT). This quarter saw an increase of 3,960 shares, representing a nearly 61.26% growth from the previous period.
Furthermore, Mosaic Advisors added exposure to Toronto-Dominion Bank (TD), investing in all 3,550 shares acquired during this quarter. The firm also increased its holdings of Philip Morris International Inc. by acquiring a full position of 1,150 shares.
No Changes Observed in Individual Stocks
In contrast to the activity seen with ETFs and other stocks mentioned above, Mosaic Advisors maintained its positions in several key holdings without any changes during Q2. These included iShares Core S&P Total US Stock Market ETF (ITOT), where the share count remained flat.
The firm also kept its positions unchanged in major holdings like Apple Inc. (AAPL), ConocoPhillips (COP), Vanguard FTSE All-World Ex-US ETF (VEU), MFC iShares Trust Russell 3000 ETF (IWV), Sherwin Williams Co. (SHW) and SPDR S&P 500 ETF (SPY).
Decreases in Holdings
The only decrease observed during the quarter was a reduction in Vanguard Dividend Appreciation ETF (VIG). Mosaic Advisors sold 5,506 shares of this fund, resulting in a nearly 24.03% drop in the position's share count.
Separately, there was a smaller decrease noted for CSX Corp (CSX). The firm sold just over 7.4% of its shares in this company during the quarter.
Other Changes Noted
Mosaic Advisors also made minor adjustments to other holdings, including a small increase (0.1%) in Vanguard Mega Cap Growth ETF (MGK) and a slight increase (0.08%) in Vanguard Total World Stock ETF (VT). The firm also purchased shares of Broadcom Inc. (AVGO), albeit in very small quantities.
No Disclosed Large Sells or Other Changes
The data indicates no large sell activities by Mosaic Advisors during Q2 2026. The firm's portfolio saw only one decrease, which was not substantial enough to be classified as a 'large sell' according to the disclosed metrics.