§ 13F · FUND PROFILE
Mokosak Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $353.7T (13F)Positions · 35Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$398.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | 3.05M | $90.3T | 22.7% | NEW |
| 2 | VBR | VANGUARD INDEX FDS | 323K | $68.5T | 17.2% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.18M | $38.4T | 9.6% | NEW |
| 4 | SCHA | SCHWAB STRATEGIC TR | 1.22M | $34.7T | 8.7% | NEW |
| 5 | SCHM | SCHWAB STRATEGIC TR | 1.14M | $34.2T | 8.6% | NEW |
| 6 | VGT | VANGUARD WORLD FD | 43K | $32.2T | 8.1% | NEW |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 1.15M | $26.9T | 6.8% | NEW |
| 8 | CORP | PIMCO ETF TR | 239K | $23.4T | 5.9% | NEW |
| 9 | VTV | VANGUARD INDEX FDS | 64K | $12.2T | 3.1% | NEW |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | 95K | $9.3T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOKOSAK SIGNAL
AC read
Mokosak Advisory Group, LLC is a Other fund managing $353699.2 trillion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed