Mokosak Advisory Group, LLC Portfolio Holdings

Mokosak Advisory Group, LLC

  • $382 Million
  • Q3 2025

Mokosak Advisory Group, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $382 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $85.8M, Vanguard Small Cap Value ETF with a value of $64.6M, Schwab Strategic Tr Us Large C with a value of $37.2M, Schwab Strategic Tr Us Small C with a value of $33.1M, and Schwab Strategic U.S. Mid Cap with a value of $32.5M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $354M to 382M.

Below you can find more details about Mokosak Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $382 Million
ETFs: $374 Million
Technology: $3.44 Million
Consumer Cyclical: $1.69 Million
Financial Services: $1.02 Million
Consumer Defensive: $740,000
Industrials: $539,000
Healthcare: $505,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $382 Million
  • Prior Value $354 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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