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MOKAN Wealth Management Inc.

MOKAN Wealth Management Inc. is an Investment Adviser institutional filer with the SEC under CIK 2053727, reporting 95 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: KS
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-27

Top 10 portfolio positions

The largest reported holdings in MOKAN Wealth Management Inc.'s most recent 13F filing, ranked by reported market value.

  1. VANGUARD SCOTTSDALE FDS (VGSH)
  2. SPDR SERIES TRUST (BIL)
  3. SPDR SERIES TRUST (BILS)
  4. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  5. WALMART INC (WMT)
  6. BROADCOM INC (AVGO)
  7. NVIDIA CORPORATION (NVDA)
  8. APPLE INC (AAPL)
  9. AMAZON COM INC (AMZN)
  10. MICROSOFT CORP (MSFT)
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