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Mokosak Advisory Group

Latest statistics and disclosures from Mokosak Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHV, VBR, SCHM, SCHA, SCHG, and represent 66.82% of Mokosak Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SCHZ, CORP, SCHG, XOM, VBR, VO, LQD, VTV, VB, AAPL.
Started 1 new stock position in XOM.
Reduced shares in these 10 stocks: SCHV, VGT, SCHA, TCHP, LLY, PLTR, VUG, AMD, SCHM, FTEC.
Sold out of its positions in AMD, LLY, PLTR, TCHP, VUG.
Mokosak Advisory Group was a net buyer of stock by $1.0M.
Mokosak Advisory Group has $400M in assets under management (AUM), dropping by 0.26%.
Central Index Key (CIK): 0001713112

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Positions held by Mokosak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mokosak Advisory Group

Mokosak Advisory Group holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	23.0	$92M		3.0M	30.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	17.6	$71M		325k	217.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	8.8	$35M		1.1M	30.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	8.7	$35M		1.2M	29.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.7	$35M		1.2M	29.14	View chart
Vanguard World Inf Tech Etf (VGT)	7.2	$29M	-3%	41k	699.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.2	$29M	+7%	1.2M	23.22	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	6.2	$25M	+8%	258k	96.80	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$13M		65k	196.20	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.4	$9.7M		95k	101.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.8M		18k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$4.7M	+2%	16k	287.24	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.0	$4.0M		19k	208.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$3.6M	+3%	33k	108.99	View chart
Apple (AAPL)	0.5	$1.8M	+3%	7.1k	254.53	View chart
Casey's General Stores (CASY)	0.4	$1.6M		2.1k	727.29	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M		6.1k	175.21	View chart
Deere & Company (DE)	0.2	$668k		1.2k	563.68	View chart
Wal-Mart Stores (WMT)	0.2	$644k		5.2k	124.28	View chart
Principal Financial (PFG)	0.2	$631k	-2%	7.0k	90.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$469k	-4%	10k	47.02	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$433k		3.9k	112.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$432k		1.3k	341.49	View chart
Wells Fargo & Company (WFC)	0.1	$339k		4.3k	79.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$335k		8.6k	38.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$295k		636.00	464.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$268k	NEW	1.6k	169.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$263k		2.4k	110.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$257k		5.2k	49.89	View chart
Amazon (AMZN)	0.1	$256k		1.2k	210.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$253k		4.1k	62.44	View chart
Amgen (AMGN)	0.1	$239k	-8%	680.00	351.53	View chart
Keurig Dr Pepper (KDP)	0.1	$210k		8.0k	26.33	View chart
Sherwin-Williams Company (SHW)	0.1	$210k		656.00	320.44	View chart

Past Filings by Mokosak Advisory Group

SEC 13F filings are viewable for Mokosak Advisory Group going back to 2017

Mokosak Advisory Group 2026 Q1 filed April 28, 2026
Mokosak Advisory Group 2025 Q4 filed Feb. 3, 2026
Mokosak Advisory Group 2025 Q3 filed Oct. 21, 2025
Mokosak Advisory Group 2025 Q2 filed July 17, 2025
Mokosak Advisory Group 2025 Q1 filed April 23, 2025
Mokosak Advisory Group 2024 Q4 filed Jan. 24, 2025
Mokosak Advisory Group 2024 Q3 filed Oct. 16, 2024
Mokosak Advisory Group 2024 Q2 filed July 25, 2024
Mokosak Advisory Group 2024 Q1 filed April 30, 2024
Mokosak Advisory Group 2023 Q4 filed Jan. 31, 2024
Mokosak Advisory Group 2023 Q3 filed Oct. 19, 2023
Mokosak Advisory Group 2023 Q2 filed Aug. 3, 2023
Mokosak Advisory Group 2023 Q1 filed April 12, 2023
Mokosak Advisory Group 2022 Q4 filed Feb. 2, 2023
Mokosak Advisory Group 2022 Q3 filed Nov. 9, 2022
Mokosak Advisory Group 2022 Q2 filed Aug. 2, 2022

View all past filings

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