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MOKAN Wealth Management Inc.

Q2 2026 · 13F-HR

MOKAN Wealth Management Inc.holdings as filed

Filed 2026-07-28 · accession 0002053727-26-000003

$261.7M
Reported value
95
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$15.5M5.93%266,768CommonNONE
78468R663BILSPDR SERIES TRUST$15.4M5.87%167,624CommonNONE
78468R523BILSSPDR SERIES TRUST$14.5M5.53%145,546CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M4.05%21,168CommonNONE
931142103WMTWALMART INC$10.0M3.83%88,501CommonNONE
11135F101AVGOBROADCOM INC$9.9M3.77%26,135CommonNONE
67066G104NVDANVIDIA CORPORATION$9.1M3.47%45,405CommonNONE
037833100AAPLAPPLE INC$8.7M3.31%29,941CommonNONE
023135106AMZNAMAZON COM INC$7.9M3.01%33,060CommonNONE
594918104MSFTMICROSOFT CORP$6.9M2.65%18,563CommonNONE
595112103MUMICRON TECHNOLOGY INC$6.4M2.46%5,566CommonNONE
58933Y105MRKMERCK & CO INC$6.3M2.40%48,990CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.0M2.31%18,467CommonNONE
00287Y109ABBVABBVIE INC$6.0M2.29%23,835CommonNONE
02079K107GOOGALPHABET INC$5.1M1.97%14,549CommonNONE
532457108LLYELI LILLY & CO$5.1M1.93%4,208CommonNONE
038222105AMATAPPLIED MATLS INC$4.7M1.80%6,519CommonNONE
149123101CATCATERPILLAR INC$4.7M1.80%4,406CommonNONE
512807306LRCXLAM RESEARCH CORP$4.6M1.76%10,653CommonNONE
437076102HDHOME DEPOT INC$4.5M1.74%12,892CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.5M1.73%4,859CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.5M1.71%7,677CommonNONE
30231G102XOMEXXON MOBIL CORP$4.4M1.69%32,444CommonNONE
580135101MCDMCDONALDS CORP$4.3M1.65%16,005CommonNONE
369604301GEGE AEROSPACE$4.3M1.63%11,413CommonNONE
20825C104COPCONOCOPHILLIPS$4.1M1.58%39,883CommonNONE
244199105DEDEERE & CO$4.1M1.58%6,528CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.6M1.39%15,351CommonNONE
02079K305GOOGLALPHABET INC$3.6M1.38%10,139CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.6M1.36%112,118CommonNONE
922908744VTVVANGUARD INDEX FDS$3.3M1.27%15,301CommonNONE
30303M102METAMETA PLATFORMS INC$3.1M1.20%5,573CommonNONE
64110L106NFLXNETFLIX INC.$2.4M0.92%33,648CommonNONE
922908736VUGVANGUARD INDEX FDS$2.3M0.89%26,975CommonNONE
922908363VOOVANGUARD INDEX FDS$2.1M0.80%3,052CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.78%12,848CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.57%5,872CommonNONE
88160R101TSLATESLA INC$1.5M0.57%3,520CommonNONE
742718109PGPROCTER & GAMBLE CO$1.5M0.57%10,087CommonNONE
833034101SNASNAP ON INC$1.3M0.50%3,266CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.50%10,399CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.49%4,718CommonNONE
713448108PEPPEPSICO INC$1.3M0.49%9,407CommonNONE
831865209AOSSMITH A O CORP$1.2M0.47%19,538CommonNONE
704326107PAYXPAYCHEX INC$1.2M0.47%12,441CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.2M0.46%10,661CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.2M0.45%10,719CommonNONE
75513E101RTXRTX CORPORATION$1.1M0.43%5,952CommonNONE
743315103PGRPROGRESSIVE CORP$1.1M0.43%5,097CommonNONE
370334104GISGENERAL MILLS INC$1.1M0.41%30,839CommonNONE
053611109AVYAVERY DENNISON CORP$1.1M0.41%6,576CommonNONE
500754106KHCKRAFT HEINZ CO$1.1M0.40%44,682CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.40%11,505CommonNONE
02209S103MOALTRIA GROUP INC$1.0M0.39%14,264CommonNONE
26875P101EOGEOG RES INC$1.0M0.39%7,845CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.0M0.39%41,375CommonNONE
925652109VICIVICI PPTYS INC$964,9100.37%36,345CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$960,1820.37%22,680CommonNONE
125269100CFCF INDUSTRIES HOLD$905,0810.35%8,361CommonNONE
12572Q105CMECME GROUP INC$903,0910.35%4,090CommonNONE
458140100INTCINTEL CORP$885,5080.34%6,347CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$838,4300.32%3,455CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$773,0980.30%6,210CommonNONE
92204A702VGTVANGUARD WORLD FD$760,3170.29%6,360CommonNONE
17275R102CSCOCISCO SYS INC$724,2040.28%6,166CommonNONE
002824100ABTABBOTT LABORATORIES$717,6160.27%7,912CommonNONE
65339F101NEENEXTERA ENERGY INC$665,0050.25%7,578CommonNONE
191216100KOCOCA COLA CO$628,4950.24%7,732CommonNONE
697435105PANWPALO ALTO NETWORKS INC$612,2230.23%1,795CommonNONE
921909768VXUSVANGUARD STAR FDS$606,8150.23%7,098CommonNONE
872590104TMUST-MOBILE US INC$579,9500.22%3,457CommonSHARED
267475101DYDYCOM INDS INC$549,0340.21%1,087CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$506,3120.19%663CommonNONE
H2906T109GRMNGARMIN LTD$486,6770.19%2,049CommonNONE
482480100KLACKLA CORP$470,5740.18%1,555CommonNONE
922908769VTIVANGUARD INDEX FDS$450,3820.17%1,217CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$361,9290.14%3,106CommonNONE
882508104TXNTEXAS INSTRS INC$355,6010.14%1,186CommonNONE
166764100CVXCHEVRON CORPORATION$342,0100.13%2,064CommonNONE
G54950103LINLINDE PLC$328,8690.13%632CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$326,7740.12%1,093CommonNONE
031162100AMGNAMGEN INC$326,7460.12%905CommonNONE
747525103QCOMQUALCOMM INC$303,2450.12%1,645CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$301,2840.12%727CommonNONE
G25508105CRHCRH PLC$298,1020.11%2,786CommonNONE
Y2573F102FLEXFLEX LTD$263,6970.10%1,628CommonNONE
032654105ADIANALOG DEVICES INC$260,5500.10%656CommonNONE
097023105BABOEING CO$255,8680.10%1,182CommonNONE
92826C839VVISA INC$252,3720.10%734CommonNONE
093671105HRBBLOCK H & R INC$245,0150.09%6,434CommonNONE
57636Q104MAMASTERCARD INCORPORATED$237,5010.09%463CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$237,4510.09%8,572CommonNONE
548661107LOWLOWES COS INC$235,7090.09%1,070CommonNONE
718172109PMPHILIP MORRIS INTL INC$218,7210.08%1,211CommonNONE
060505104BACBANK OF AMER CORP$206,2590.08%3,620CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.