13F Filings History of Mokosak Advisory Group, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$398,478,420
Signature - Title
Frank Mokosak - Chief Compliance Officer
Location
Urbandale, IA
Summary
This page shows a list of all the recent 13F filings made by Mokosak Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mokosak Advisory Group, LLC reported 38 stock holdings with total value $398,478,420 as of Q4 2025. Top holdings included SCHV, VBR, SCHG, SCHA, and SCHM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $398,478,420 +$11,638,798 -$850,654 +$10,788,144 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 03 Feb 2026, 10:20
Q3 2025 38 $382,279,922 +$5,465,704 -$601,276 +$4,864,428 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 20 Oct 2025, 17:39
Q2 2025 35 $353,699,181 +$8,118,325 -$320,593 +$7,797,732 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 17 Jul 2025, 17:13
Q1 2025 34 $323,908,744 +$9,437,616 -$4,842,853 +$4,594,763 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 22 Apr 2025, 21:28
Q4 2024 33 $333,476,219 +$120,901,577 -$905,496 +$119,996,081 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 24 Jan 2025, 17:15
Q3 2024 31 $333,447,608 +$11,443,299 -$1,309,281 +$10,134,018 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 16 Oct 2024, 17:04
Q2 2024 29 $302,514,733 +$2,562,847 -$998,656 +$1,564,191 SCHV, VBR, SCHG, SCHM, VGT 13F-HR 25 Jul 2024, 17:19
Q1 2024 31 $302,956,029 +$12,822,764 -$6,199,941 +$6,622,823 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 29 Apr 2024, 20:49
Q4 2023 27 $278,835,895 +$6,146,465 -$948,386 +$5,198,079 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 31 Jan 2024, 15:46
Q3 2023 26 $245,913,097 +$4,848,195 -$1,039,791 +$3,808,404 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 19 Oct 2023, 11:33
Q2 2023 25 $252,982,063 +$7,317,223 -$916,713 +$6,400,510 SCHV, VBR, SCHG, VGT, SCHM 13F-HR 02 Aug 2023, 18:14
Q1 2023 23 $234,740,049 +$6,532,871 -$1,510,177 +$5,022,694 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 12 Apr 2023, 11:22
Q4 2022 24 $223,564,284 +$11,067,422 -$5,979,356 +$5,088,066 SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 02 Feb 2023, 10:10
Q3 2022 24 $203,080,000 +$9,835,639 -$6,076,558 +$3,759,081 SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 09 Nov 2022, 16:56
Q2 2022 21 $209,505,000 +$18,492,840 -$18,055,727 +$437,113 SCHV, VBR, SCHG, SCHZ, SCHA 13F-HR 01 Aug 2022, 17:41
Q1 2022 25 $246,724,000 +$34,916,672 -$3,846,855 +$31,069,817 VBR, SCHG, SCHV, SCHZ, SCHM 13F-HR 04 May 2022, 21:44
Q4 2021 26 $260,728,000 +$4,840,923 -$334,304 +$4,506,619 SCHG, VBR, SCHV, SCHM, SCHZ 13F-HR 01 Feb 2022, 21:26
Q3 2021 25 $241,146,000 +$6,020,026 -$164,985 +$5,855,041 SCHG, VBR, SCHV, SCHZ, SCHM 13F-HR 20 Oct 2021, 21:45
Q2 2021 22 $238,024,000 +$2,442,080 -$990,339 +$1,451,741 SCHG, VBR, SCHV, SCHZ, SCHA 13F-HR 20 Jul 2021, 21:50
Q1 2021 21 $222,953,000 +$7,417,812 -$7,632,375 -$214,563 VBR, SCHG, SCHV, SCHZ, SCHA 13F-HR 14 Apr 2021, 13:06
Q4 2020 23 $209,268,000 +$6,767,262 -$195,091 +$6,572,171 SCHG, VBR, SCHV, SCHA, SCHM 13F-HR 27 Jan 2021, 17:31
Q3 2020 22 $174,922,000 +$3,300,669 -$1,265,530 +$2,035,139 SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 15 Oct 2020, 18:20
Q2 2020 21 $163,788,000 +$4,735,113 -$681,314 +$4,053,799 SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 10 Jul 2020, 16:54
Q1 2020 18 $133,996,000 +$41,614,274 -$47,822,000 -$6,207,726 SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 09 Apr 2020, 17:37
Q4 2019 24 $165,393,000 +$6,710,763 -$1,467,982 +$5,242,781 VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 21 Jan 2020, 16:47
Q3 2019 25 $151,384,000 +$3,780,310 -$352,183 +$3,428,127 VBR, SCHG, SCHV, CORP, SCHM 13F-HR 15 Oct 2019, 10:57
Q2 2019 22 $148,064,000 +$1,267,637 -$214,483 +$1,053,154 VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 16 Jul 2019, 19:46
Q1 2019 21 $143,545,000 +$15,327,409 -$12,952,065 +$2,375,344 VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 16 Apr 2019, 10:16
Q4 2018 22 $128,944,000 +$29,098,231 -$25,298,195 +$3,800,036 VBR, SCHV, SCHX, SCHZ, CORP 13F-HR 17 Jan 2019, 19:38
Q3 2018 13 $144,267,000 +$4,432,157 -$335,928 +$4,096,229 VBR, SCHV, SCHX, SCHM, SCHA 13F-HR 09 Nov 2018, 16:47
Q2 2018 10 $136,130,000 +$4,553,034 $0 +$4,553,034 VBR, SCHX, SCHV, SCHZ, SCHA 13F-HR 23 Jul 2018, 16:44
Q1 2018 10 $129,200,000 +$2,532,337 $0 +$2,532,337 VBR, SCHV, SCHX, SCHZ, CORP 13F-HR 09 May 2018, 14:47
Q4 2017 10 $129,104,000 $0 $0 $0 VBR, SCHV, SCHX, CORP, SCHZ 13F-HR 12 Feb 2018, 21:46