13F Insight
DOSSIER · 13F-HR · Q3 2026

Mokosak Advisory Group, LLC

$454M in tracked AUM across 43 positions as of Q3 2026.

MA
CIK 0001713112 · last filed Sep 30, 2026
Total AUM
$454M
as of Q3 2026
Holdings
43
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Mokosak Advisory Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB U.S. LARGE-CAP
$101M3.0M22.3%02
VBR
VANGUARD MORNINGSTAR
$77M332K16.9%03
SCHG
SCHWAB U.S. LARGE-CAP
$44M1.2M9.6%04
VGT
VANGUARD INFORMATION
$40M320K8.9%05
SCHA
SCHWAB U.S. SMALL-CAP
$39M1.2M8.6%06
SCHM
SCHWAB U.S. MID-CAP ETF
$39M1.1M8.6%07
SCHZ
SCHWAB U.S. AGGREGATE
$30M1.4M6.7%08
CORP
PIMCO INVESTMENT GRADE
$27M290K5.9%09
VTV
VANGUARD MORNINGSTAR
$14M63K3.0%10
VIOV
VANGUARD S&P SMALL-CAP
$10M92K2.2%

Filing history

2026Q3Sep 30
$454M▼ 1.7%
43 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 34