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: $198.8M99 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.2M	1.6%	23,940 SH	New
ABBVIE INC	COM	$4.2M	2.1%Prev: 2.3%	18,195 SH	Decreased-5,640 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.6%Prev: 0.3%	5,130 SH	Increased-1,080 SH
ALLEGION PLC	ORD SHS	$1.3M	0.7%	7,579 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.8%Prev: 1.4%	6,426 SH	Decreased-3,713 SH
ALPHABET INC	CAP STK CL C	$3.6M	1.8%Prev: 2.0%	14,881 SH	Decreased+332 SH
ALTRIA GROUP INC	COM	$737K	0.4%Prev: 0.4%	11,157 SH	Decreased-3,107 SH
AMAZON COM INC	COM	$4.7M	2.4%Prev: 3.0%	21,486 SH	Decreased-11,574 SH
AON PLC	SHS CL A	$1.3M	0.7%	3,649 SH	New
APPLE INC	COM	$6.8M	3.4%Prev: 3.3%	26,604 SH	Decreased-3,337 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$208K	0.1%	855 SH	New
AVERY DENNISON CORP	COM	$1.3M	0.6%Prev: 0.4%	7,807 SH	Increased+1,231 SH
AVNET INC	COM	$216K	0.1%	4,132 SH	New
AXCELIS TECHNOLOGIES INC	COM NEW	$257K	0.1%	2,631 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.9M	4.0%Prev: 4.0%	15,663 SH	Decreased-5,505 SH
BLOCK H & R INC	COM	$316K	0.2%Prev: 0.1%	6,240 SH	Increased-194 SH
BOEING CO	COM	$250K	0.1%Prev: 0.1%	1,157 SH	Decreased-25 SH
BROADCOM INC	COM	$8.4M	4.2%Prev: 3.8%	25,335 SH	Decreased-800 SH
CATERPILLAR INC	COM	$225K	0.1%Prev: 1.8%	471 SH	Decreased-3,935 SH
CBOE GLOBAL MKTS INC	COM	$2.2M	1.1%Prev: 0.3%	9,057 SH	Increased+5,602 SH
CENTENE CORP DEL	COM	$228K	0.1%	6,405 SH	New
CF INDS HLDGS INC	COM	$770K	0.4%	8,583 SH	New
CHARTER COMMUNICATIONS INC N	CL A	$220K	0.1%	800 SH	New
CHEVRON CORP NEW	COM	$298K	0.2%	1,921 SH	New
CME GROUP INC	COM	$809K	0.4%Prev: 0.3%	2,992 SH	Decreased-1,098 SH
COCA COLA CO	COM	$560K	0.3%Prev: 0.2%	8,451 SH	Decreased+719 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.2M	0.6%	18,414 SH	New
COLGATE PALMOLIVE CO	COM	$685K	0.3%Prev: 0.4%	8,570 SH	Decreased-2,935 SH
COMCAST CORP NEW	CL A	$672K	0.3%Prev: 0.4%	21,379 SH	Decreased-19,996 SH
CONAGRA BRANDS INC	COM	$688K	0.3%	37,566 SH	New
CONOCOPHILLIPS	COM	$3.2M	1.6%Prev: 1.6%	33,339 SH	Decreased-6,544 SH
COSTCO WHSL CORP NEW	COM	$3.1M	1.6%	3,387 SH	New
CRH PLC	ORD	$333K	0.2%Prev: 0.1%	2,781 SH	Increased-5 SH
D R HORTON INC	COM	$216K	0.1%	1,279 SH	New
DYCOM INDS INC	COM	$301K	0.2%Prev: 0.2%	1,031 SH	Decreased-56 SH
EOG RES INC	COM	$2.0M	1.0%Prev: 0.4%	17,645 SH	Increased+9,800 SH
EXELIXIS INC	COM	$206K	0.1%	4,981 SH	New
EXPEDITORS INTL WASH INC	COM	$1.4M	0.7%	11,362 SH	New
EXXON MOBIL CORP	COM	$657K	0.3%Prev: 1.7%	5,826 SH	Decreased-26,618 SH
FLEX LTD	ORD	$242K	0.1%Prev: 0.1%	4,171 SH	Decreased+2,543 SH
FOX CORP	CL A COM	$750K	0.4%	11,896 SH	New
GENERAL MLS INC	COM	$738K	0.4%	14,646 SH	New
GILEAD SCIENCES INC	COM	$809K	0.4%Prev: 0.5%	7,292 SH	Decreased-3,107 SH
GRAINGER W W INC	COM	$1.3M	0.6%	1,312 SH	New
HERSHEY CO	COM	$2.1M	1.1%	11,419 SH	New
HIMS & HERS HEALTH INC	COM CL A	$217K	0.1%	3,831 SH	New
HOME DEPOT INC	COM	$2.6M	1.3%Prev: 1.7%	6,399 SH	Decreased-6,493 SH
ILLINOIS TOOL WKS INC	COM	$2.1M	1.0%Prev: 0.5%	7,871 SH	Increased+3,153 SH
INSULET CORP	COM	$202K	0.1%	655 SH	New
JABIL INC	COM	$238K	0.1%	1,095 SH	New
JOHNSON & JOHNSON	COM	$2.3M	1.2%Prev: 0.6%	12,466 SH	Increased+6,594 SH
JPMORGAN CHASE & CO.	COM	$3.0M	1.5%	9,361 SH	New
KIMBERLY-CLARK CORP	COM	$730K	0.4%Prev: 0.4%	5,870 SH	Decreased-4,849 SH
KRAFT HEINZ CO	COM	$702K	0.4%Prev: 0.4%	26,942 SH	Decreased-17,740 SH
LOWES COS INC	COM	$276K	0.1%Prev: 0.1%	1,099 SH	Increased+29 SH
MCDONALDS CORP	COM	$3.9M	2.0%Prev: 1.7%	12,842 SH	Decreased-3,163 SH
MERCK & CO INC	COM	$4.3M	2.2%Prev: 2.4%	50,940 SH	Decreased+1,950 SH
META PLATFORMS INC	CL A	$290K	0.1%Prev: 1.2%	392 SH	Decreased-5,181 SH
MICROSOFT CORP	COM	$6.3M	3.2%Prev: 2.6%	12,256 SH	Decreased-6,307 SH
MONOLITHIC PWR SYS INC	COM	$229K	0.1%	248 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$220K	0.1%	1,565 SH	New
NEXTERA ENERGY INC	COM	$341K	0.2%Prev: 0.3%	4,512 SH	Decreased-3,066 SH
NVIDIA CORPORATION	COM	$3.8M	1.9%Prev: 3.5%	20,561 SH	Decreased-24,844 SH
PALO ALTO NETWORKS INC	COM	$333K	0.2%Prev: 0.2%	1,633 SH	Decreased-162 SH
PAYCHEX INC	COM	$1.3M	0.6%Prev: 0.5%	10,114 SH	Increased-2,327 SH
PEPSICO INC	COM	$2.0M	1.0%Prev: 0.5%	14,501 SH	Increased+5,094 SH
PHILIP MORRIS INTL INC	COM	$203K	0.1%Prev: 0.1%	1,252 SH	Decreased+41 SH
PRICE T ROWE GROUP INC	COM	$752K	0.4%Prev: 0.5%	7,321 SH	Decreased-3,340 SH
PROCTER AND GAMBLE CO	COM	$2.5M	1.2%	15,969 SH	New
PULTE GROUP INC	COM	$1.2M	0.6%	9,288 SH	New
QUALCOMM INC	COM	$1.4M	0.7%Prev: 0.1%	8,685 SH	Increased+7,040 SH
QUEST DIAGNOSTICS INC	COM	$756K	0.4%	3,964 SH	New
RTX CORPORATION	COM	$993K	0.5%Prev: 0.4%	5,935 SH	Decreased-17 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.8M	1.9%Prev: 1.4%	139,297 SH	Increased+27,179 SH
SMITH A O CORP	COM	$1.3M	0.7%Prev: 0.5%	17,686 SH	Increased-1,852 SH
SNAP ON INC	COM	$2.2M	1.1%Prev: 0.5%	6,412 SH	Increased+3,146 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$12.7M	6.4%	138,262 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$11.5M	5.8%	115,995 SH	New
T-MOBILE US INC	COM	$485K	0.2%Prev: 0.2%	2,026 SH	Decreased-1,431 SH
TESLA INC	COM	$740K	0.4%Prev: 0.6%	1,664 SH	Decreased-1,856 SH
TOLL BROTHERS INC	COM	$215K	0.1%	1,561 SH	New
UNITEDHEALTH GROUP INC	COM	$318K	0.2%Prev: 0.1%	918 SH	Increased+191 SH
US BANCORP DEL	COM NEW	$720K	0.4%	14,899 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$6.6M	3.3%Prev: 0.9%	13,700 SH	Increased-13,275 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.7%Prev: 0.8%	2,379 SH	Decreased-673 SH
VANGUARD INDEX FDS	VALUE ETF	$3.1M	1.6%Prev: 1.3%	16,816 SH	Decreased+1,515 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.9M	6.5%Prev: 5.9%	218,903 SH	Decreased-47,865 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	1.0%Prev: 1.4%	9,131 SH	Decreased-6,220 SH
VANGUARD STAR FDS	VG TL INTL STK F	$356K	0.2%Prev: 0.2%	4,849 SH	Decreased-2,249 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	0.6%Prev: 0.8%	8,187 SH	Decreased-4,661 SH
VANGUARD WORLD FD	INF TECH ETF	$8.8M	4.5%Prev: 0.3%	11,863 SH	Increased+5,503 SH
VERIZON COMMUNICATIONS INC	COM	$776K	0.4%Prev: 0.4%	17,664 SH	Decreased-5,016 SH
VICI PPTYS INC	COM	$707K	0.4%Prev: 0.4%	21,671 SH	Decreased-14,674 SH
VISA INC	COM CL A	$1.4M	0.7%Prev: 0.1%	4,238 SH	Increased+3,504 SH
WALMART INC	COM	$5.7M	2.9%Prev: 3.8%	55,585 SH	Decreased-32,916 SH
WILLIAMS SONOMA INC	COM	$217K	0.1%	1,113 SH	New
YUM BRANDS INC	COM	$1.4M	0.7%	9,505 SH	New
ZOETIS INC	CL A	$1.3M	0.6%	8,557 SH	New
ZOOM COMMUNICATIONS INC	CL A	$207K	0.1%	2,508 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $718K
ADVANCED MICRO DEVICES INC — $4.5M
AMGEN INC — $327K
ANALOG DEVICES INC — $261K
APPLIED MATLS INC — $4.7M
BANK OF AMER CORP — $206K
CF INDUSTRIES HOLD — $905K
CHEVRON CORPORATION — $342K
CISCO SYS INC — $724K
COSTCO WHOLESALE CORPORATION — $4.5M
CROWDSTRIKE HLDGS INC — $506K
DEERE & CO — $4.1M
ELI LILLY & CO — $5.1M
GARMIN LTD — $487K
GE AEROSPACE — $4.3M
GENERAL MILLS INC — $1.1M
INTEL CORP — $886K
JPMORGAN CHASE & CO — $6.0M
KLA CORP — $471K
LAM RESEARCH CORP — $4.6M
… and 13 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