Mokosak Advisory Group, LLC
Mokosak Advisory Group, LLC reported 38 positions worth $461.7M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SCHV (22.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHV | SH | $104.9M | 22.72% | 3,013,603 | — | — | |
| ▸ 2 | VBR | SH | $79.7M | 17.26% | 327,918 | — | — | |
| ▸ 3 | SCHA | SH | $42.8M | 9.26% | 1,183,905 | — | — | |
| ▸ 4 | SCHM | SH | $41.7M | 9.02% | 1,129,814 | — | — | |
| ▸ 5 | SCHG | SH | $40.8M | 8.84% | 1,206,066 | — | — | |
| ▸ 6 | VGT | SH | $38.5M | 8.34% | 322,029 | — | — | |
| ▸ 7 | SCHZ | SH | $30.0M | 6.50% | 1,297,292 | — | — | |
| ▸ 8 | CORP | SH | $26.4M | 5.72% | 272,417 | — | — | |
| ▸ 9 | VTV | SH | $13.6M | 2.96% | 62,620 | — | — | |
| ▸ 10 | VIOV | SH | $10.8M | 2.33% | 91,679 | — | — |
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Frequently Asked Questions
What stocks does Mokosak Advisory Group, LLC hold as of Q2 2026?
Mokosak Advisory Group, LLC reported 38 positions worth $461.7M in its Q2 2026 13F filing. Largest positions: SCHV (22.7%), VBR (17.3%), SCHA (9.3%), SCHM (9.0%) and SCHG (8.8%).
What did Mokosak Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mokosak Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.