MOKAN Wealth Management Inc.

CIK 0002053727 • 6 13F filings • Apr 23, 2025 – Jul 28, 2026

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Filer information

Filed by: MOKAN Wealth Management Inc., Founder and CCO
Address: 14221 METCALF AVE #102, OVERLAND PARK, KS, 66223
Phone: 913-593-0176
AUM: $225.4M

AUM over time

$261.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $178.9M82 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.0M	1.7%	22,007 SH	New
ABBVIE INC	COM	$3.4M	1.9%Prev: 1.8%	18,297 SH	Decreased-870 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.7%Prev: 0.6%	4,221 SH	Decreased-2,496 SH
ALLEGION PLC	ORD SHS	$1.4M	0.8%	9,603 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.6%Prev: 0.9%	6,470 SH	Decreased-821 SH
ALPHABET INC	CAP STK CL C	$3.2M	1.8%Prev: 2.0%	17,845 SH	Decreased+1,780 SH
ALTRIA GROUP INC	COM	$658K	0.4%Prev: 0.3%	11,229 SH	Decreased+1,038 SH
AMAZON COM INC	COM	$4.7M	2.6%Prev: 2.7%	21,321 SH	Decreased-7,513 SH
AON PLC	SHS CL A	$1.3M	0.7%Prev: 0.3%	3,714 SH	Increased+1,512 SH
APPLE INC	COM	$5.8M	3.2%Prev: 3.1%	28,210 SH	Decreased+894 SH
AVERY DENNISON CORP	COM	$1.3M	0.7%Prev: 0.3%	7,489 SH	Increased+3,841 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.6M	3.7%Prev: 4.0%	13,561 SH	Decreased-5,319 SH
BLOCK H & R INC	COM	$340K	0.2%Prev: 0.1%	6,199 SH	Increased-152 SH
BOEING CO	COM	$242K	0.1%Prev: 0.1%	1,157 SH	Increased-25 SH
BROADCOM INC	COM	$7.7M	4.3%Prev: 3.5%	27,948 SH	Decreased+2,243 SH
CBOE GLOBAL MKTS INC	COM	$2.1M	1.2%Prev: 0.6%	9,140 SH	Increased+4,188 SH
CF INDS HLDGS INC	COM	$660K	0.4%	7,170 SH	New
CHEVRON CORP NEW	COM	$272K	0.2%	1,901 SH	New
CISCO SYS INC	COM	$778K	0.4%	11,217 SH	New
CME GROUP INC	COM	$717K	0.4%Prev: 0.6%	2,604 SH	Decreased-1,960 SH
COCA COLA CO	COM	$592K	0.3%Prev: 0.3%	8,365 SH	Decreased+536 SH
COLGATE PALMOLIVE CO	COM	$668K	0.4%Prev: 0.3%	7,353 SH	Increased+204 SH
CONAGRA BRANDS INC	COM	$599K	0.3%Prev: 0.3%	29,278 SH	Increased-7,389 SH
CONOCOPHILLIPS	COM	$4.1M	2.3%Prev: 2.0%	45,617 SH	Decreased+12,217 SH
COSTCO WHSL CORP NEW	COM	$2.8M	1.6%	2,878 SH	New
CRH PLC	ORD	$255K	0.1%Prev: 0.3%	2,781 SH	Decreased-3,807 SH
DYCOM INDS INC	COM	$214K	0.1%Prev: 0.2%	876 SH	Decreased-233 SH
EOG RES INC	COM	$2.2M	1.2%Prev: 0.7%	17,997 SH	Increased+6,976 SH
EXPEDITORS INTL WASH INC	COM	$1.4M	0.8%	12,566 SH	New
EXXON MOBIL CORP	COM	$623K	0.3%Prev: 2.0%	5,778 SH	Decreased-21,318 SH
FLEX LTD	ORD	$201K	0.1%	4,031 SH	New
FOX CORP	CL A COM	$674K	0.4%Prev: 0.3%	12,018 SH	Decreased+80 SH
GENERAL MLS INC	COM	$653K	0.4%	12,597 SH	New
GILEAD SCIENCES INC	COM	$2.1M	1.2%Prev: 0.3%	19,352 SH	Increased+13,873 SH
HERSHEY CO	COM	$2.1M	1.2%	12,735 SH	New
HOME DEPOT INC	COM	$2.3M	1.3%Prev: 1.4%	6,404 SH	Decreased-3,214 SH
ILLINOIS TOOL WKS INC	COM	$1.4M	0.8%Prev: 0.6%	5,718 SH	Increased+632 SH
JABIL INC	COM	$219K	0.1%	1,005 SH	New
JOHNSON & JOHNSON	COM	$2.2M	1.2%Prev: 0.4%	14,115 SH	Increased+10,005 SH
KIMBERLY-CLARK CORP	COM	$661K	0.4%Prev: 0.3%	5,124 SH	Increased-1,364 SH
LOCKHEED MARTIN CORP	COM	$765K	0.4%	1,654 SH	New
LOWES COS INC	COM	$243K	0.1%Prev: 0.1%	1,094 SH	Decreased+29 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.8%	2,526 SH	New
MCDONALDS CORP	COM	$3.5M	1.9%Prev: 1.7%	11,884 SH	Decreased-378 SH
MERCK & CO INC	COM	$4.7M	2.6%Prev: 2.3%	59,389 SH	Decreased+16,447 SH
META PLATFORMS INC	CL A	$281K	0.2%Prev: 0.9%	379 SH	Decreased-3,277 SH
MICROSOFT CORP	COM	$6.0M	3.4%Prev: 2.5%	12,084 SH	Increased-3,040 SH
NEXTERA ENERGY INC	COM	$327K	0.2%Prev: 0.2%	4,707 SH	Decreased+22 SH
NVIDIA CORPORATION	COM	$3.3M	1.8%Prev: 3.3%	20,828 SH	Decreased-22,331 SH
PALO ALTO NETWORKS INC	COM	$272K	0.2%	1,328 SH	New
PAYCHEX INC	COM	$1.3M	0.7%Prev: 0.3%	8,929 SH	Increased+1,011 SH
PEPSICO INC	COM	$2.1M	1.2%Prev: 0.6%	15,826 SH	Increased+6,914 SH
PHILIP MORRIS INTL INC	COM	$225K	0.1%	1,237 SH	New
PPG INDS INC	COM	$1.4M	0.8%	12,006 SH	New
PRICE T ROWE GROUP INC	COM	$752K	0.4%Prev: 0.3%	7,784 SH	Increased-51 SH
PROCTER AND GAMBLE CO	COM	$2.4M	1.4%	15,319 SH	New
PULTE GROUP INC	COM	$1.4M	0.8%	13,013 SH	New
QUALCOMM INC	COM	$1.5M	0.8%	9,494 SH	New
QUEST DIAGNOSTICS INC	COM	$686K	0.4%	3,818 SH	New
RTX CORPORATION	COM	$868K	0.5%Prev: 0.5%	5,942 SH	Decreased+15 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.0M	2.2%Prev: 1.5%	150,769 SH	Increased+40,300 SH
SNAP ON INC	COM	$2.0M	1.1%Prev: 0.6%	6,471 SH	Increased+2,677 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$12.2M	6.8%	133,456 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$11.0M	6.2%	111,071 SH	New
T-MOBILE US INC	COM	$481K	0.3%Prev: 0.2%	2,019 SH	Increased+70 SH
TESLA INC	COM	$544K	0.3%Prev: 0.3%	1,713 SH	Decreased-53 SH
UNITEDHEALTH GROUP INC	COM	$2.7M	1.5%Prev: 0.1%	8,785 SH	Increased+8,000 SH
US BANCORP DEL	COM NEW	$678K	0.4%	14,984 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.0M	2.3%Prev: 0.8%	9,191 SH	Increased+4,914 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.7%Prev: 0.7%	2,149 SH	Decreased-669 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	1.1%Prev: 1.3%	11,559 SH	Decreased-3,301 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.4M	6.9%Prev: 6.4%	210,481 SH	Decreased-38,434 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	1.0%Prev: 1.4%	8,419 SH	Decreased-6,364 SH
VANGUARD STAR FDS	VG TL INTL STK F	$283K	0.2%Prev: 0.2%	4,100 SH	Decreased-2,745 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$962K	0.5%Prev: 0.8%	7,219 SH	Decreased-5,295 SH
VANGUARD WORLD FD	INF TECH ETF	$6.8M	3.8%Prev: 0.3%	10,269 SH	Increased+9,359 SH
VERIZON COMMUNICATIONS INC	COM	$711K	0.4%Prev: 0.3%	16,435 SH	Decreased+1,696 SH
VICI PPTYS INC	COM	$681K	0.4%Prev: 0.3%	20,889 SH	Increased-1,898 SH
VISA INC	COM CL A	$1.4M	0.8%Prev: 0.4%	4,072 SH	Increased+1,393 SH
WALMART INC	COM	$4.2M	2.4%Prev: 3.8%	43,311 SH	Decreased-25,871 SH
YUM BRANDS INC	COM	$1.4M	0.8%Prev: 0.3%	9,779 SH	Increased+5,005 SH
ZOETIS INC	CL A	$1.2M	0.7%Prev: 0.3%	7,933 SH	Increased+2,373 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.4M
ADVANCED MICRO DEVICES INC — $2.2M
APPLIED MATLS INC — $2.1M
ASBURY AUTOMOTIVE GROUP INC — $554K
AUTOMATIC DATA PROCESSING IN — $663K
AVNET INC — $606K
AXCELIS TECHNOLOGIES INC — $651K
CATERPILLAR INC — $3.0M
CF INDUSTRIES HOLD — $816K
CHEVRON CORPORATION — $423K
CHEWY INC — $563K
COGNIZANT TECHNOLOGY SOLUTIO — $678K
COMCAST CORP NEW — $640K
COSTCO WHOLESALE CORPORATION — $3.7M
DEERE & CO — $2.7M
DOMINOS PIZZA INC — $629K
ELANCO ANIMAL HEALTH INC — $602K
ELI LILLY & CO — $3.8M
EXELIXIS INC — $597K
FACTSET RESH SYS INC — $693K
… and 29 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0002053727-26-000001	$225.4M	View
Oct 30, 2025	Q3 2025	13F-HR	0002053727-25-000002	$198.8M	View
Jul 28, 2026	Q2 2026