Mokosak Advisory Group, LLC, an investment firm based in Urbandale, Iowa, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Frank Mokosak, reports the firm holds positions in 43 different companies.
The largest position disclosed in the filing is in the Schwab U.S. Aggregate Bond ETF, which accounts for 1,373,465 shares. The firm also holds significant positions in the Schwab U.S. Large-Cap Value ETF (3,043,184 shares) and the Schwab U.S. Large-Cap Growth ETF (1,216,672 shares). Other notable equity holdings include the Vanguard Information Technology ETF (319,642 shares) and the PIMCO Investment Grade Corporate Bond ETF (290,170 shares).
The portfolio includes a mix of individual stocks and exchange-traded funds. Individual stock holdings include Apple Inc. (7,179 shares), Microsoft Corporation (430 shares), NVIDIA Corporation (6,142 shares), and Taiwan Semiconductor Manufacturing Company (1,304 shares). The filing indicates that all positions are held in a sole capacity.
