Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mokosak Advisory Group, LLC (CIK 1713112) reported $399.5M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHV ($91.8M, 22.97%), VBR ($70.5M, 17.65%), SCHM ($35.2M, 8.80%), SCHA ($34.8M, 8.71%), SCHG ($34.7M, 8.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $91.8M | 22.97% | 3.0M | Trimmed |
| 2 | VBR | VANGUARD INDEX FDS | $70.5M | 17.65% | 324,494 | Added |
| 3 | SCHM | SCHWAB STRATEGIC TR | $35.2M | 8.80% | 1.1M | Trimmed |
| 4 | SCHA | SCHWAB STRATEGIC TR | $34.8M | 8.71% | 1.2M | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $34.7M | 8.68% | 1.2M | Added |
| 6 | VGT | VANGUARD WORLD FD | $28.8M | 7.21% | 41,215 | Trimmed |
| 7 | SCHZ | SCHWAB STRATEGIC TR | $28.7M | 7.18% | 1.2M | Added |
| 8 | CORP | PIMCO ETF TR | $25.0M | 6.25% | 257,877 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $12.7M | 3.17% | 64,553 | Added |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | $9.7M | 2.42% | 95,072 | Added |
| 11 | VB | VANGUARD INDEX FDS | $4.8M | 1.20% | 18,302 | Added |
| 12 | VO | VANGUARD INDEX FDS | $4.7M | 1.18% | 16,385 | Added |
| 13 | FTEC | FIDELITY COVINGTON TRUST | $4.0M | 1.01% | 19,388 | Trimmed |
| 14 | LQD | ISHARES TR | $3.6M | 0.90% | 32,870 | Added |
| 15 | AAPL | APPLE INC | $1.8M | 0.45% | 7,118 | Added |
| 16 | CASY | CASEYS GEN STORES INC | $1.6M | 0.39% | 2,145 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $1.1M | 0.27% | 6,064 | Added |
| 18 | DE | DEERE & CO | $667,958 | 0.17% | 1,185 | Added |
| 19 | WMT | WALMART INC | $644,378 | 0.16% | 5,185 | Added |
| 20 | PFG | PRINCIPAL FINANCIAL GROUP IN | $630,966 | 0.16% | 7,001 | Trimmed |
| 21 | ESML | ISHARES TR | $468,837 | 0.12% | 9,971 | Trimmed |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $431,985 | 0.11% | 1,265 | Hold |
| 23 | ESGV | VANGUARD WORLD FD | $432,982 | 0.11% | 3,857 | Trimmed |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $335,060 | 0.08% | 8,622 | Added |
| 25 | WFC | WELLS FARGO & CO | $339,431 | 0.08% | 4,264 | Added |
Source: SEC Form 13F filings · as of 2026-03-31