Mokosak Advisory Group, LLC
All 13F Filings
- Location
- Urbandale, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 461,730
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 38 | 461,730 | 13F-HR | Mokosak Advisory Group, LLC |
| Q1 2026 | 4/28/2026 | 34 | 399,496 | 13F-HR | Mokosak Advisory Group, LLC |
| 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 | 16.01 K | 3.5% | 3.345 K | 0 | 3.345 K |
| ETFs | 445.7 K | 96.5% | 58.89 K | 0 | 58.89 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
461,730
Holdings
38
QoQ value change ($000)
62,234
(15.6%)
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.