# EDGAR Filing Document

**Accession Number:** 0001713112
**File Stem:** 0001713112-26-000001
**Filing Date:** 2026-2
**Character Count:** 8044
**Document Hash:** ed9939a96c3c76bea92f4858b03eb662
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001713112-26-000001.hdr.sgml**: 20260203

**ACCESSION NUMBER**: 0001713112-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260203

**DATE AS OF CHANGE**: 20260203

**EFFECTIVENESS DATE**: 20260203

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Mokosak Advisory Group, LLC
- **CENTRAL INDEX KEY:** 0001713112

**ORGANIZATION NAME:**
- **EIN:** 263318305
- **STATE OF INCORPORATION:** IA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18389
- **FILM NUMBER:** 26590581

**BUSINESS ADDRESS:**
- **STREET 1:** 2900 100TH STREET, SUITE 102
- **CITY:** URBANDALE
- **STATE:** IA
- **ZIP:** 50322
- **BUSINESS PHONE:** 5152235404

**MAIL ADDRESS:**
- **STREET 1:** 2900 100TH STREET, SUITE 102
- **CITY:** URBANDALE
- **STATE:** IA
- **ZIP:** 50322

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Mokosak Advisory Group LLC<br>**Address:** 2900 100TH STREET SUITE 102<br>URBANDALE, IA 50322

**Form 13F File Number:** 028-18389

**CRD Number (if applicable):** 000287538

**SEC File Number (if applicable):** 801-110319

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Frank Mokosak<br>**Title:** Chief Compliance Officer<br>**Phone:** 515-223-5404

**Signature, Place, and Date of Signing:**

/s/  Frank Mokosak  Urbandale, IA  02-03-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 38

**Form 13F Information Table Value Total:** $398478420

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 200668 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 281600 | 1220 | SH |  | SOLE |  | 0 | 0 | 1220 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 243443 | 744 | SH |  | SOLE |  | 0 | 0 | 744 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1872283 | 6884 | SH |  | SOLE |  | 0 | 0 | 6884 |
| CASEYS GEN STORES INC | COM | 147528103 | BBG001S5PHZ2 | 1183916 | 2144 | SH |  | SOLE |  | 0 | 0 | 2144 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 550293 | 1183 | SH |  | SOLE |  | 0 | 0 | 1183 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 340491 | 8600 | SH |  | SOLE |  | 0 | 0 | 8600 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 240486 | 4039 | SH |  | SOLE |  | 0 | 0 | 4039 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 228555 | 213 | SH |  | SOLE |  | 0 | 0 | 213 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | BBG005FHWBL1 | 4389505 | 19540 | SH |  | SOLE |  | 0 | 0 | 19540 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 360205 | 636 | SH |  | SOLE |  | 0 | 0 | 636 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | BBG00KK87757 | 478828 | 10412 | SH |  | SOLE |  | 0 | 0 | 10412 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 3503123 | 31791 | SH |  | SOLE |  | 0 | 0 | 31791 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 261643 | 2381 | SH |  | SOLE |  | 0 | 0 | 2381 |
| KEURIG DR PEPPER INC | COM | 49271V100 | BBG001ST5W34 | 221770 | 7918 | SH |  | SOLE |  | 0 | 0 | 7918 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1115581 | 5982 | SH |  | SOLE |  | 0 | 0 | 5982 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 221832 | 1248 | SH |  | SOLE |  | 0 | 0 | 1248 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 | BBG001TCGQY7 | 23364273 | 238772 | SH |  | SOLE |  | 0 | 0 | 238772 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | BBG001SD3148 | 635994 | 7209 | SH |  | SOLE |  | 0 | 0 | 7209 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | BBG001WBMLH8 | 26923955 | 1152078 | SH |  | SOLE |  | 0 | 0 | 1152078 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 38425749 | 1177961 | SH |  | SOLE |  | 0 | 0 | 1177961 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 90264906 | 3048461 | SH |  | SOLE |  | 0 | 0 | 3048461 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | BBG001V036R6 | 34235076 | 1138481 | SH |  | SOLE |  | 0 | 0 | 1138481 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 34683386 | 1217796 | SH |  | SOLE |  | 0 | 0 | 1217796 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 211961 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | BBG00WGK8YP7 | 265007 | 5315 | SH |  | SOLE |  | 0 | 0 | 5315 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 384421 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | BBG001TC6ML1 | 9271199 | 94834 | SH |  | SOLE |  | 0 | 0 | 94834 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 206449 | 423 | SH |  | SOLE |  | 0 | 0 | 423 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 4629057 | 15953 | SH |  | SOLE |  | 0 | 0 | 15953 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 68500411 | 323418 | SH |  | SOLE |  | 0 | 0 | 323418 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 4634523 | 17965 | SH |  | SOLE |  | 0 | 0 | 17965 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 12214968 | 63956 | SH |  | SOLE |  | 0 | 0 | 63956 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 257680 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | BBG00M0P2SP4 | 472677 | 3907 | SH |  | SOLE |  | 0 | 0 | 3907 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 32230439 | 42697 | SH |  | SOLE |  | 0 | 0 | 42697 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 576547 | 5174 | SH |  | SOLE |  | 0 | 0 | 5174 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 395520 | 4243 | SH |  | SOLE |  | 0 | 0 | 4243 |

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