Mokosak Advisory Group, LLC
•CIK: 1713112•Filing: Q4 2025
**Mokosak Advisory Group, LLC** manages $398M across a concentrated portfolio of 38 positions. The strategy exhibits a clear tilt toward broad market exposure, evidenced by top holdings including SCHV ($90.3M) and VBR ($68.5M). Significant allocations are also directed toward sector-specific growth, notably SCHG ($38.4M) and SCHA ($34.7M). This structure suggests a systematic approach balancing core market indices with targeted factor and sector overweighting.
Total AUM
$398.5M
QoQ Performance
+4.2%
Positions
26
Top 10 Concentration
92.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHV
VBR
SCHG
SCHA
SCHM
VGT
SCHZ
CORP
SCHV22.7%
VBR17.2%
SCHG9.6%
SCHA8.7%
SCHM8.6%
VGT8.1%
SCHZ6.8%
CORP5.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.6%
Technology0.8%
Consumer0.2%
Industrial0.1%
Healthcare0.1%
Financial0.1%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑25 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023