Mokosak Advisory Group Q2 2026 Investment Activity
This analysis details Mokosak Advisory Group's significant purchases and sales observed in their portfolio changes during the second quarter of 2026.
As reported for the period ending June 30, 2026, Mokosak Advisory Group, Llc demonstrated notable shifts within its investment strategy. The firm's focus appears heavily weighted towards exchange-traded funds (ETFs), particularly those tracking broad market indices and specific sectors.
Prominent Purchases in Q2 2026
Mokosak Advisory Group significantly increased their holdings during this quarter. The most substantial purchase was observed in the Vanguard Total Stock Market ETF (VOO), which is represented by its fund ticker symbol VGT on Insiderset. Their portfolio allocation for this holding jumped to 8.34%, indicating a major strategic shift.
Additionally, the firm showed strong buying interest in other Vanguard funds and Schwab ETFs:
- Schwab U.S. Treasury Bond ETF (SCHZ), increasing its allocation to 6.5%.
- Vanguard Small-Cap Index Fund Inc (VISX), represented by symbol VO, saw a significant boost with an increase in shares from its prior period allocation of 1.11%.
- Vanguard Information Technology ETF (VUG), despite being a small position (0.05%) by weight, showed an impressive increase of over 481% in allocation percentage.
Their investment in the Pimco ETF TR (CORP) also saw a moderate rise, increasing by approximately 5.64% in shares during the quarter.
Strategic Reductions and Minor Adjustments
Mokosak Advisory Group reduced their positions in several large holdings during Q2:
- Their allocation for the Schwab U.S. Total Stock Market ETF (SCHV) decreased slightly by just 0.17%.
- Vanguard Intermediate-Term Treasury Fund (VFNTX), symbol VBR, experienced a small reduction of about 1.06% in shares.
- Several Schwab Strategic Trust ETFs saw modest decreases: SCHG (-1.3%), SCHA (-1.08%), and both SCHM (-0.5%) and SCHV (-0.17%).
- Their position in the Vanguard Value Index Fund Inc (VTV) also decreased slightly by -2.99%.
- Vanguard Information Technology ETF Admiral Shares (VOX), symbol VIOV, saw a reduction of about 3.57% in shares.
Furthermore, the firm sold off their position entirely in Fiduciary Covington Small Cap Value Fund (FTECX), symbol FTEC. Conversely, they initiated a very small position (0.06%) in the Technology sector via Applied Materials Inc (AMAT).
Overall Portfolio Dynamics
The changes observed reflect a dynamic portfolio management approach focused on ETFs. The top five holdings by weight accounted for approximately 67.1% of the total assets, reinforcing this concentration strategy.
Mokosak's portfolio included investments across various sectors: Technology (0.11%) and Consumer Cyclical (0.43%) were present alongside broad-based ETFs representing allocations totalling 97.69%. Holdings in the Financial Services, Consumer Defensive, Industrials, Basic Materials, and Energy sectors accounted for the remaining small portion of their portfolio.
The data suggests a preference for large-cap focused Vanguard funds (VGT, VBR) and Schwab ETFs (SCHV, SCHG, SCHM, SCHZ), alongside some exposure to smaller caps and specific sector themes like Technology (AMAT). The significant increase in the Total Stock Market fund indicates confidence in broad market growth.