Fund Holdings

MOSAIC FINANCIAL GROUP, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SUNCOR ENERGY INC NEW(SU)25,14225,14201,1151,6621.18%+547
AT&T INC(T)129,079129,124+453,2063,7432.66%+537
CHEVRON CORP NEW(CVX)10,1989,928-2701,5542,0541.46%+500
CONOCOPHILLIPS(COP)14,99714,407-5901,4041,9021.35%+498
ORACLE CORP(ORCL)02,204+2,20403240.23%+324
EXXON MOBIL CORP6,1246,071-537371,0300.73%+293
SPDR GOLD TR(GLD)0618+61802660.19%+266
EATON VANCE
EATO VANC BD ETF
10,71315,722+5,0095527980.57%+246
PIMCO ETF TR
MTG BKD SECS ACT
04,507+4,50702240.16%+224
NOVARTIS AG(NVS)14,98614,98602,0662,2891.62%+223
HONEYWELL INTL INC(HON)0972+97202200.16%+220
PLANET LABS PBC(PL)07,776+7,77602170.15%+217
DEERE & CO(DE)0377+37702120.15%+212
GILEAD SCIENCES INC(GILD)01,480+1,48002060.15%+206
UNION PAC CORP(UNP)23,73323,459-2745,4905,6924.04%+202
MERCK & CO INC(MRK)7,3967,714+3187799280.66%+149
APPLIED MATLS INC1,6531,656+34255660.40%+141
ONEOK INC NEW(OKE)8,3428,34206137540.54%+141
BHP GROUP LTD10,00010,00006047270.52%+123
LOCKHEED MARTIN CORP(LMT)1,0011,003+24846060.43%+122
PIMCO ETF TR
MULTISECTOR BD
93,10899,467+6,3592,4842,6061.85%+122
VANGUARD WHITEHALL FDS19,93020,029+991,7941,8881.34%+94
MICRON TECHNOLOGY INC(MU)1,4381,447+94114890.35%+78
FREEPORT-MCMORAN INC(FCX)9,6229,632+104895660.40%+77
CATERPILLAR INC(CAT)457459+22623250.23%+63
EQUINIX INC(EQIX)26526502032600.18%+57
JOHNSON & JOHNSON(JNJ)1,2681,282+142623130.22%+51
ISHARES TR
FLTG RATE NT ETF
12,15513,137+9826186690.47%+51
FIDELITY MERRIMACK STR TR32,42233,814+1,3921,4931,5431.10%+50
PEMBINA PIPELINE CORP(PBA)6,7506,75002573020.21%+45
ALTRIA GROUP INC(MO)5,1695,179+102983420.24%+44
ATLANTA BRAVES HLDGS INC12,89412,89405095510.39%+42
CHARTER COMMUNICATIONS INC N(CHTR)5,8645,866+21,2241,2660.90%+42
TJX COS INC NEW(TJX)7,1587,145-131,1001,1410.81%+41
ASTRAZENECA PLC(AZN)5,2052,601-2,6044785130.36%+35
ALPS ETF TR
ALERIAN MLP
4,5574,647+902142450.17%+31
BYLINE BANCORP INC(BY)11,32511,32503303580.25%+28
COCA COLA CO(KO)4,2114,231+202943220.23%+28
NEXTERA ENERGY INC(NEE)2,6122,553-592102370.17%+27
AMGEN INC(AMGN)774781+72532750.20%+22
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
2,6492,658+94244450.32%+21
MARRIOTT INTL INC NEW(MAR)958964+62973150.22%+18
VANGUARD WHITEHALL FDS3,8513,857+65535710.41%+18
RTX CORPORATION(RTX)1,8421,848+63383560.25%+18
MCDONALDS CORP(MCD)4,0994,087-121,2531,2700.90%+17
ISHARES TR3,8793,881+24664820.34%+16
KYMERA THERAPEUTICS INC(KYMR)2,8902,89002252410.17%+16
TAIWAN SEMICONDUCTOR MFG LTD(TSM)735707-282232390.17%+16
VANGUARD INDEX FDS2,1272,12703773920.28%+15
ISHARES TR
CORE DIV GRWTH
16,69616,706+101,1591,1720.83%+13
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,43419,456+223,7233,7342.65%+11
CHUBB LIMITED
COM
712715+32222330.17%+11
VANGUARD INDEX FDS1,8711,87103573670.26%+10
NETFLIX INC(NFLX)2,2802,310+302142220.16%+8
INVESCO EXCH TRADED FD TR II7,9197,91904995060.36%+7
ISHARES TR5,8595,85905635690.40%+6
VANGUARD TAX-MANAGED FDS3,4753,47502172230.16%+6
ISHARES TR
MSCI INTL QUALTY
7,3337,33303333390.24%+6
GENERAL DYNAMICS CORP(GD)712713+12402450.17%+5
CISCO SYS INC(CSCO)3,9143,939+253013060.22%+5
PROLOGIS INC.(PLD)1,9671,936-312512560.18%+5
ISHARES TR
CORE MSCI EAFE
3,7343,73403343380.24%+4
PHILIP MORRIS INTL INC(PM)1,7701,734-362842870.20%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
18,50118,545+449369390.67%+3
VANGUARD SCOTTSDALE FDS3,2373,255+182442460.17%+2
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
11,83411,943+1095605620.40%+2
ISHARES TR3,1373,097-402432430.17%0
JANUS DETROIT STR TR
HENDRSON AAA CL
8,8388,877+394474470.32%0
ISHARES TR1,7251,730+53663650.26%-1
ISHARES TR2,7672,776+93303290.23%-1
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
5,3135,31302532510.18%-2
SPDR SER TR
ST INTER ETF
37,63637,782+1461,0851,0830.77%-2
FIDELITY COVINGTON TRUST
ENH MID COR ETF
14,07814,120+425125080.36%-4
VANGUARD INDEX FDS4,4934,435-583983930.28%-5
ISHARES TR
MSCI USA MIN ETF
3,3733,37303183130.22%-5
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
14,40114,40101,1481,1420.81%-6
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
8,1948,200+66866790.48%-7
VANGUARD INDEX FDS4,6744,679+51,3561,3440.95%-12
ISHARES TR
MSCI USA QLT FCT
1,9581,95803893760.27%-13
DELTA AIR LINES INC DEL(DAL)6,0496,076+274204040.29%-16
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
4,3004,30004894720.34%-17
VANGUARD WORLD FDS
HEALTH CAR ETF
1,1541,15403323140.22%-18
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,3073,30703423200.23%-22
GOLDMAN SACHS GROUP INC(GS)812816+47146900.49%-24
WISDOMTREE TR(WT)16,80616,836+301,5031,4791.05%-24
MORGAN STANLEY(MS)2,1672,179+123853590.25%-26
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
7,9587,964+65605320.38%-28
PIMCO ETF TR
ENHAN SHRT MA AC
9,5869,286-3009629340.66%-28
WARNER BROS DISCOVERY INC(WBD)23,89323,908+156896570.47%-32
MEDTRONIC PLC(MDT)3,4693,46903333010.21%-32
DOVER CORP(DOV)2,4182,094-3244724360.31%-36
VANECK ETF TRUST
CLO ETF
7,2166,538-6783813450.24%-36
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,4378,484+474624190.30%-43
KIMBERLY-CLARK CORP(KMB)3,8263,496-3303863370.24%-49
VANGUARD WORLD FDS
FINANCIALS ETF
4,6234,626+36175590.40%-58
VANGUARD INDEX FDS1,1891,18905805190.37%-61
CROWDSTRIKE HLDGS INC(CRWD)84284203953290.23%-66
AIRBNB INC2,0281,610-4182752030.14%-72
NVIDIA CORPORATION(NVDA)8,8608,973+1131,6521,5651.11%-87
ALPHABET INC(GOOG)3,2613,26101,0239350.66%-88
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