account_balance

Investment manager · 13F filer · SEC CIK 1713112

Mokosak Advisory Group, LLC

Reported value$454Mas of Sep 30, 2026
Positions43 5 new, 0 sold out
Top 10 weight92.6%SCHV alone is 22%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHV Schwab U.S. Large-Cap 22.3% Held
VBR Vanguard Morningstar 16.9% Held
SCHG Schwab U.S. Large-Cap 9.6% Held
VGT Vanguard Information 8.9% Held
SCHA Schwab U.S. Small-Cap 8.6% Held
SCHM Schwab U.S. Mid-Cap ETF 8.6% Held
SCHZ Schwab U.S. Aggregate 6.7% Added +6%
CORP Pimco Investment Grade 5.9% Added +7%
VTV Vanguard Morningstar 3.0% Held
VIOV Vanguard S&P Small-Cap 2.2% Held
FTEC Fidelity MSCI 1.2% Trimmed −3%
VB Vanguard Morningstar 1.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
  • CORP +7%
  • SCHZ +6%
  • LQD +4%
arrow_downwardTrimmed
  • FTEC −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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