13F Insight
DOSSIER · 13F-HR · Q1 2026

Mokosak Advisory Group, LLC

$399M in tracked AUM across 34 positions as of Q1 2026.

MA
CIK 0001713112 · last filed Mar 31, 2026
Total AUM
$399M
as of Q1 2026
Holdings
34
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Mokosak Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$92M3.0M23.0%02
VBR
VANGUARD INDEX FDS
$71M324K17.6%03
SCHM
SCHWAB STRATEGIC TR
$35M1.1M8.8%04
SCHA
SCHWAB STRATEGIC TR
$35M1.2M8.7%05
SCHG
SCHWAB STRATEGIC TR
$35M1.2M8.7%06
VGT
VANGUARD WORLD FD
$29M41K7.2%07
SCHZ
SCHWAB STRATEGIC TR
$29M1.2M7.2%08
CORP
PIMCO ETF TR
$25M258K6.2%09
VTV
VANGUARD INDEX FDS
$13M65K3.2%10
VIOV
VANGUARD ADMIRAL FDS INC
$10M95K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$253M▲ 7.8%
25 positionsLocked
Showing 12 of 32