MOKAN Wealth Management Inc.

Est. AUM

$225.9M

13F long equity, this entity only

Positions

109

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.6M	248915	6.45%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$14.3M	156518	6.35%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$13.5M	135356	5.96%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.0M	18880	4.00%	SOLE
5	WALMART INC	COM	$8.6M	69182	3.81%	SOLE
6	BROADCOM INC	COM	$8.0M	25705	3.52%	SOLE
7	NVIDIA CORPORATION	COM	$7.5M	43159	3.33%	SOLE
8	APPLE INC	COM	$6.9M	27316	3.07%	SOLE
9	AMAZON COM INC	COM	$6.0M	28834	2.66%	SOLE
10	MICROSOFT CORP	COM	$5.6M	15124	2.48%	SOLE
11	MERCK & CO INC	COM	$5.2M	42942	2.29%	SOLE
12	ALPHABET INC	CAP STK CL C	$4.6M	16065	2.04%	SOLE
13	EXXON MOBIL CORP	COM	$4.6M	27096	2.03%	SOLE
14	JPMORGAN CHASE & CO	COM	$4.5M	15429	2.01%	SOLE
15	CONOCOPHILLIPS	COM	$4.4M	33400	1.95%	SOLE
16	ABBVIE INC	COM	$4.2M	19167	1.84%	SOLE
17	MCDONALDS CORP	COM	$3.8M	12262	1.69%	SOLE
18	ELI LILLY & CO	COM	$3.8M	4079	1.66%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$3.7M	3658	1.62%	SOLE
20	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.4M	110469	1.50%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	14783	1.41%	SOLE
22	HOME DEPOT INC	COM	$3.2M	9618	1.40%	SOLE
23	CATERPILLAR INC	COM	$3.0M	4286	1.34%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$2.9M	14860	1.29%	SOLE
25	DEERE & CO	COM	$2.7M	4794	1.19%	SOLE
26	GE AEROSPACE	COM NEW	$2.4M	8485	1.07%	SOLE
27	MICRON TECHNOLOGY INC	COM	$2.4M	6964	1.04%	SOLE
28	LAM RESEARCH CORP	COM NEW	$2.3M	10690	1.01%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$2.2M	10995	0.99%	SOLE
30	NETFLIX INC.	COM	$2.2M	23168	0.99%	SOLE
31	ALPHABET INC	CAP STK CL A	$2.1M	7291	0.93%	SOLE
32	META PLATFORMS INC	CL A	$2.1M	3656	0.93%	SOLE
33	APPLIED MATLS INC	COM	$2.1M	6051	0.91%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4277	0.83%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	12514	0.82%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2818	0.74%	SOLE
37	EOG RES INC	COM	$1.6M	11021	0.71%	SOLE
38	PROCTER & GAMBLE CO	COM	$1.6M	10925	0.70%	SOLE
39	CBOE GLOBAL MKTS INC	COM	$1.4M	4952	0.62%	SOLE
40	PEPSICO INC	COM	$1.4M	8912	0.61%	SOLE
41	SNAP ON INC	COM	$1.4M	3794	0.61%	SOLE
42	ABBOTT LABORATORIES	COM	$1.4M	13361	0.61%	SOLE
43	CME GROUP INC	COM	$1.3M	4564	0.60%	SOLE
44	ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	6717	0.59%	SOLE
45	ILLINOIS TOOL WKS INC	COM	$1.3M	5086	0.59%	SOLE
46	SMITH A O CORP	COM	$1.2M	18258	0.53%	SOLE
47	RTX CORPORATION	COM	$1.1M	5927	0.51%	SOLE
48	JOHNSON & JOHNSON	COM	$1.0M	4110	0.44%	SOLE
49	CF INDUSTRIES HOLD	COM	$816K	6285	0.36%	SOLE
50	VISA INC	COM CL A	$810K	2679	0.36%	SOLE

1–50 of 109

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.