StockDriftsStockDriftsTop 42 Mokosak Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB U.S. LARGE-CAP | 22.33% | 3.04M | $101.4M | +0.98%(+29.58K) | $21.20(+60.34%) | 2026-09-30 | |
| VBR | VANGUARD MORNINGSTAR | 16.88% | 331.6K | $76.6M | +1.12%(+3.67K) | $146.90(+60.33%) | 2026-09-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP | 9.63% | 1.22M | $43.7M | +0.88%(+10.61K) | $11.82(+201.00%) | 2026-09-30 | |
| VGT | VANGUARD INFORMATION | 8.85% | 319.6K | $40.2M | -0.74%(-2.39K) | $34.13(+252.61%) | 2026-09-30 | |
| SCHA | SCHWAB U.S. SMALL-CAP | 8.59% | 1.20M | $39.0M | +0.97%(+11.47K) | $19.68(+62.95%) | 2026-09-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 8.58% | 1.14M | $38.9M | +1.31%(+14.83K) | $20.40(+67.47%) | 2026-09-30 | |
| SCHZ | SCHWAB U.S. AGGREGATE | 6.69% | 1.37M | $30.4M | +5.87%(+76.17K) | $24.37(-8.80%) | 2026-09-30 | |
| CORP | PIMCO INVESTMENT GRADE | 5.87% | 290.2K | $26.6M | +6.52%(+17.75K) | $102.24(-9.75%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR | 2.98% | 62.7K | $13.5M | +0.10%(+65) | $124.32(+78.74%) | 2026-09-30 | |
| VIOV | VANGUARD S&P SMALL-CAP | 2.23% | 92.0K | $10.1M | +0.39%(+361) | $66.23(+66.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.51% | +54.12% | +7.07% | +40.74% |
| Top 20 Holdings Unweighted | +18.06% | +64.57% | +9.55% | +57.77% |
Mokosak Advisory Group LLC reports $453.86M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (22.3%), VBR (16.9%) and SCHG (9.6%). The top 20 holdings account for 98.46% of reported assets. Its disclosed equity book has returned +54.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mokosak Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713112). View Mokosak Advisory Group LLC’s 13F filings on SEC