Institutions / MOKAN Wealth Management Inc.
MOKAN Wealth Management Inc.
CIK 2053727 · Institution · as of Dec 31, 2025
Portfolio value
$225.43M
Positions
103
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 103 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $14.23M | 6.3% |
| SPDR Series Trust | $13.99M | 6.2% |
| Vanguard World Fd | $13.96M | 6.2% |
| SPDR Series Trust | $12.89M | 5.7% |
| Vanguard Index Fds | $11.40M | 5.1% |
| Broadcom Inc. | $9.28M | 4.1% |
| Warren E. Buffett | $9.13M | 4.0% |
| Apple Inc. | $7.07M | 3.1% |
| Microsoft Corp | $6.62M | 2.9% |
| Walmart Inc. | $6.61M | 2.9% |
| Amazon.com Inc | $5.50M | 2.4% |
| Merck & Co., Inc. | $4.86M | 2.2% |
| Mcdonald'S Corp | $4.68M | 2.1% |
| AbbVie Inc. | $4.64M | 2.1% |
| NVIDIA Corp | $4.56M | 2.0% |
| Alphabet Inc. | $4.20M | 1.9% |
| Vanguard Index Fds | $3.84M | 1.7% |
| ConocoPhillips | $3.78M | 1.7% |
| Costco Wholesale Corp /New | $3.66M | 1.6% |
| Abbott Laboratories | $3.62M | 1.6% |
| JPMorgan Chase & Co | $3.56M | 1.6% |
| Schwab Strategic Tr | $3.30M | 1.5% |
| Home Depot, Inc. | $2.89M | 1.3% |
| PROCTER & GAMBLE Co | $2.33M | 1.0% |
| Vanguard Specialized Funds | $2.16M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.