Mokosak Advisory Group, LLC
All 13F Filings
- Location
- Urbandale, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 398,478
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 38 | 398,478 | 13F-HR | Mokosak Advisory Group, LLC |
| Q3 2025 | 10/21/2025 | 38 | 382,280 | 13F-HR | Mokosak Advisory Group, LLC |
| Q2 2025 | 7/17/2025 | 35 | 353,699 | 13F-HR | Mokosak Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.22 K | 18.6% | 2.16 K | 0 | 2.16 K |
| ETFs | 324.3 K | 81.4% | 14.04 K | 0 | 14.04 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
398,478
Holdings
38
QoQ value change ($000)
16,198
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.