Mokosak Advisory Group, LLC has filed its latest 13F-HR report, revealing a total value of $453,864,954 in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and its standing in the financial services industry.
The firm, based in Urbandale, Iowa, is categorized as an investment advisor and has been active in filing various reports with the SEC. The 13F-HR report is a quarterly filing that institutional investment managers are required to submit, detailing their holdings in publicly traded securities.
According to the filing, Mokosak Advisory Group reported a total of 43 positions in its portfolio. The report includes notable investments in major companies such as Apple Inc., Amazon.com Inc., and NVIDIA Corporation, which are among the top holdings. The firm has shown a strong preference for technology and consumer discretionary sectors, reflecting broader market trends.
Frank Mokosak, the Chief Compliance Officer of Mokosak Advisory Group, signed the filing, affirming the firm's commitment to transparency and regulatory compliance. The filing indicates that the firm has sole investment discretion over its reported holdings, emphasizing the active management approach taken by the advisory group.
This update not only sheds light on Mokosak Advisory Group's investment strategies but also highlights its role within the financial services sector, where competition is fierce among investment advisors. As firms continue to navigate a complex market environment, disclosures like these are crucial for maintaining investor trust and regulatory compliance.
Moving forward, it will be essential for investors and industry observers to monitor Mokosak's future filings to understand how its investment strategies evolve in response to market conditions. The next filing date is expected to be in early 2027, as the firm continues to report its holdings on a quarterly basis.