MOKAN Wealth Management Inc. 13F Holdings · Q2 2026
MOKAN Wealth Management Inc. reported 95 securities worth $261.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGSH (5.93%), BIL (5.87%), BILS (5.53%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $15.5M | 5.93% | 266,768 | Added |
| 2 | BIL | SPDR SERIES TRUST | $15.4M | 5.87% | 167,624 | Added |
| 3 | BILS | SPDR SERIES TRUST | $14.5M | 5.53% | 145,546 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.6M | 4.05% | 21,168 | Added |
| 5 | WMT | WALMART INC | $10.0M | 3.83% | 88,501 | Added |
| 6 | AVGO | BROADCOM INC | $9.9M | 3.77% | 26,135 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $9.1M | 3.47% | 45,405 | Added |
| 8 | AAPL | APPLE INC | $8.7M | 3.31% | 29,941 | Added |
| 9 | AMZN | AMAZON COM INC | $7.9M | 3.01% | 33,060 | Added |
| 10 | MSFT | MICROSOFT CORP | $6.9M | 2.65% | 18,563 | Added |
| 11 | MU | MICRON TECHNOLOGY INC | $6.4M | 2.46% | 5,566 | Trimmed |
| 12 | MRK | MERCK & CO INC | $6.3M | 2.40% | 48,990 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $6.0M | 2.31% | 18,467 | Added |
| 14 | ABBV | ABBVIE INC | $6.0M | 2.29% | 23,835 | Added |
| 15 | GOOG | ALPHABET INC | $5.1M | 1.97% | 14,549 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $5.1M | 1.93% | 4,208 | Added |
| 17 | AMAT | APPLIED MATLS INC | $4.7M | 1.80% | 6,519 | Added |
| 18 | CAT | CATERPILLAR INC | $4.7M | 1.80% | 4,406 | Added |
| 19 | LRCX | LAM RESEARCH CORP | $4.6M | 1.76% | 10,653 | Trimmed |
| 20 | HD | HOME DEPOT INC | $4.5M | 1.74% | 12,892 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $4.5M | 1.73% | 4,859 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 1.71% | 7,677 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $4.4M | 1.69% | 32,444 | Added |
| 24 | MCD | MCDONALDS CORP | $4.3M | 1.65% | 16,005 | Added |
| 25 | GE | GE AEROSPACE | $4.3M | 1.63% | 11,413 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR