MOKAN Wealth Management Inc. 13F Holdings

CIK 0002053727 · OVERLAND PARK, KS

As of Sep 30, 2025, MOKAN Wealth Management Inc. reported 99 positions worth 98.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—218,903 2.9M6.48%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—138,262 2.7M6.38%
STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETFBILS—115,995 1.5M5.81%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—11,863$8.8M4.45%
BROADCOM INCAVGOTechnology25,335$8.4M4.21%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services15,663$7.9M3.96%
APPLE INCAAPLTechnology26,604$6.8M3.41%
VANGUARD GROWTH INDEX FUNDVUG—13,700$6.6M3.31%
MICROSOFT CORPMSFTTechnology12,256$6.3M3.19%
WALMART INCWMTConsumer Defensive55,585$5.7M2.88%
AMAZON.COM INCAMZNEquity21,486$4.7M2.37%
MERCK & CO INCMRKHealthcare50,940$4.3M2.15%
ABBVIE INCABBVEquity18,195$4.2M2.12%
MCDONALDS CORPMCDConsumer Cyclical12,842$3.9M1.96%
NVIDIA CORPNVDATechnology20,561$3.8M1.93%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity139,297$3.8M1.91%
ALPHABET INCGOOGEquity14,881$3.6M1.82%
ABBOTT LABORATORIESABTHealthcare23,940$3.2M1.61%
CONOCOPHILLIPSCOPEnergy33,339$3.2M1.59%
VANGUARD VALUE INDEX FUNDVTV—16,816$3.1M1.58%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,387$3.1M1.58%
JPMORGAN CHASE & COJPMFinancial Services9,361$3.0M1.48%
HOME DEPOT INCHDConsumer Cyclical6,399$2.6M1.30%
PROCTER & GAMBLE COPGConsumer Defensive15,969$2.5M1.23%
JOHNSON & JOHNSONJNJHealthcare12,466$2.3M1.16%