13F Insight
DOSSIER · 13F-HR · Q2 2026

Mokosak Advisory Group, LLC

$462M in tracked AUM across 38 positions as of Q2 2026.

MA
CIK 0001713112 · last filed Jun 30, 2026
Total AUM
$462M
as of Q2 2026
Holdings
38
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mokosak Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$105M3.0M22.7%02
VBR
VANGUARD INDEX FDS
$80M328K17.3%03
SCHA
SCHWAB STRATEGIC TR
$43M1.2M9.3%04
SCHM
SCHWAB STRATEGIC TR
$42M1.1M9.0%05
SCHG
SCHWAB STRATEGIC TR
$41M1.2M8.8%06
VGT
VANGUARD WORLD FD
$38M322K8.3%07
SCHZ
SCHWAB STRATEGIC TR
$30M1.3M6.5%08
CORP
PIMCO ETF TR
$26M272K5.7%09
VTV
VANGUARD INDEX FDS
$14M63K3.0%10
VIOV
VANGUARD ADMIRAL FDS INC
$11M92K2.3%

Filing history

2026Q2Jun 30
$462M▲ 15.6%
38 positionsView →2026Q1Mar 31
$399M▲ 0.3%
34 positionsView →2025Q4Dec 31
$398M▲ 4.2%
38 positionsView →2025Q3Sep 30
$382M▲ 8.1%
38 positionsView →2025Q2Jun 30
$354M▲ 9.2%
35 positionsLocked2025Q1Mar 31
$324M▼ 2.9%
34 positionsLocked2024Q4Dec 31
$333M▲ 0.0%
33 positionsLocked2024Q3Sep 30
$333M▲ 10.2%
31 positionsLocked2024Q2Jun 30
$303M▼ 0.1%
29 positionsLocked2024Q1Mar 31
$303M▲ 8.7%
31 positionsLocked2023Q4Dec 31
$279M▲ 13.4%
27 positionsLocked2023Q3Sep 30
$246M▼ 2.8%
26 positionsLocked
Showing 12 of 33