Mokosak Advisory Group, LLC
Annual return '25
+18.3%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$399.5M
Holdings
34
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 65%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Sold 98.5% (3.05M → 47.1k shares)
23.0%
02
$VBR
VANGUARD INDEX FDS
Q1 2026: Exited (was 323.4k shares)
17.6%
03
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Sold 98.9% (1.14M → 12.3k shares)
8.8%
04
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Sold 95.1% (1.22M → 59.8k shares)
8.7%
05
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Sold 94.3% (1.18M → 67.0k shares)
8.7%
06
$VGT
VANGUARD WORLD FD
Q1 2026: Sold 95.8% (42.7k → 1.8k shares)
7.2%
07
$SCHZ
SCHWAB STRATEGIC TR
Q1 2026: Sold 93.5% (1.15M → 75.3k shares)
7.2%
08
$CORP
PIMCO ETF TR
Q1 2026: Sold 98.9% (238.8k → 2.7k shares)
6.2%
09
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 60.6% (64.0k → 25.2k shares)
3.2%
10
$VIOV
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 94.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.