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: $225.9M108 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.4M	0.6%	13,361 SH	New
ABBVIE INC	COM	$4.2M	1.8%Prev: 1.9%	19,167 SH	Increased+4,106 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.6%	6,717 SH	New
ADVANCED MICRO DEVICES INC	COM	$2.2M	1.0%	10,995 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	0.9%Prev: 0.6%	7,291 SH	Increased+990 SH
ALPHABET INC	CAP STK CL C	$4.6M	2.0%Prev: 2.0%	16,065 SH	Increased-5,165 SH
ALTRIA GROUP INC	COM	$672K	0.3%Prev: 0.4%	10,191 SH	Increased-311 SH
AMAZON COM INC	COM	$6.0M	2.7%Prev: 2.8%	28,834 SH	Increased+4,213 SH
AON PLC	SHS CL A	$711K	0.3%Prev: 0.7%	2,202 SH	Decreased-884 SH
APPLE INC	COM	$6.9M	3.1%Prev: 3.7%	27,316 SH	Increased-195 SH
APPLIED MATLS INC	COM	$2.1M	0.9%	6,051 SH	New
ASBURY AUTOMOTIVE GROUP INC	COM	$554K	0.2%	2,843 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$663K	0.3%	3,264 SH	New
AVERY DENNISON CORP	COM	$629K	0.3%	3,648 SH	New
AVNET INC	COM	$606K	0.3%	9,837 SH	New
AXCELIS TECHNOLOGIES INC	COM NEW	$651K	0.3%	6,995 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.0M	4.0%Prev: 4.3%	18,880 SH	Increased+5,358 SH
BLOCK H & R INC	COM	$202K	0.1%Prev: 0.2%	6,351 SH	Decreased+193 SH
BOEING CO	COM	$235K	0.1%	1,182 SH	New
BROADCOM INC	COM	$8.0M	3.5%Prev: 3.2%	25,705 SH	Increased-5,812 SH
CATERPILLAR INC	COM	$3.0M	1.3%	4,286 SH	New
CBOE GLOBAL MKTS INC	COM	$1.4M	0.6%Prev: 1.2%	4,952 SH	Decreased-3,774 SH
CF INDUSTRIES HOLD	COM	$816K	0.4%	6,285 SH	New
CHEVRON CORPORATION	COM	$423K	0.2%	2,043 SH	New
CHEWY INC	CL A	$563K	0.2%	20,842 SH	New
CME GROUP INC	COM	$1.3M	0.6%Prev: 1.2%	4,564 SH	Decreased-2,711 SH
COCA COLA CO	COM	$595K	0.3%Prev: 0.4%	7,829 SH	Decreased-514 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$678K	0.3%	11,053 SH	New
COLGATE PALMOLIVE CO	COM	$609K	0.3%Prev: 0.4%	7,149 SH	Increased+738 SH
COMCAST CORP NEW	CL A	$640K	0.3%	22,310 SH	New
CONAGRA BRANDS INC	COM	$576K	0.3%	36,667 SH	New
CONOCOPHILLIPS	COM	$4.4M	2.0%Prev: 3.3%	33,400 SH	Decreased-19,151 SH
COSTCO WHOLESALE CORPORATION	COM	$3.7M	1.6%	3,658 SH	New
CRH PLC	ORD	$693K	0.3%Prev: 0.4%	6,588 SH	Decreased-1,412 SH
DEERE & CO	COM	$2.7M	1.2%	4,794 SH	New
DOMINOS PIZZA INC	COM	$629K	0.3%	1,755 SH	New
DYCOM INDS INC	COM	$375K	0.2%	1,109 SH	New
ELANCO ANIMAL HEALTH INC	COM	$602K	0.3%	25,177 SH	New
ELI LILLY & CO	COM	$3.8M	1.7%	4,079 SH	New
EOG RES INC	COM	$1.6M	0.7%Prev: 1.2%	11,021 SH	Decreased-3,921 SH
EXELIXIS INC	COM	$597K	0.3%	13,925 SH	New
EXXON MOBIL CORP	COM	$4.6M	2.0%Prev: 0.4%	27,096 SH	Increased+21,611 SH
FACTSET RESH SYS INC	COM	$693K	0.3%	3,190 SH	New
FLEXTRONICS INTL LTD	ORD	$640K	0.3%	9,777 SH	New
FOX CORP	CL A COM	$697K	0.3%Prev: 0.4%	11,938 SH	Increased+1,464 SH
GE AEROSPACE	COM NEW	$2.4M	1.1%	8,485 SH	New
GENERAL MILLS INC	COM	$585K	0.3%	15,721 SH	New
GILEAD SCIENCES INC	COM	$763K	0.3%Prev: 1.1%	5,479 SH	Decreased-10,801 SH
HALOZYME THERAPEUTICS INC	COM	$491K	0.2%	7,601 SH	New
HENRY JACK & ASSOC INC	COM	$668K	0.3%	4,223 SH	New
HIMS & HERS HEALTH INC	COM CL A	$693K	0.3%	33,396 SH	New
HOME DEPOT INC	COM	$3.2M	1.4%Prev: 1.3%	9,618 SH	Increased+3,962 SH
ILLINOIS TOOL WKS INC	COM	$1.3M	0.6%Prev: 0.7%	5,086 SH	Increased+142 SH
INSULET CORP	COM	$515K	0.2%	2,453 SH	New
JOHNSON & JOHNSON	COM	$1.0M	0.4%Prev: 1.2%	4,110 SH	Decreased-7,755 SH
JPMORGAN CHASE & CO	COM	$4.5M	2.0%	15,429 SH	New
KIMBERLY-CLARK CORP	COM	$626K	0.3%Prev: 0.4%	6,488 SH	Decreased+1,983 SH
KRAFT HEINZ CO	COM	$648K	0.3%	28,834 SH	New
LAM RESEARCH CORP	COM NEW	$2.3M	1.0%	10,690 SH	New
LENNOX INTL INC	COM	$588K	0.3%	1,271 SH	New
LOWES COS INC	COM	$252K	0.1%Prev: 0.1%	1,065 SH	Increased+146 SH
MARSH & MCLENNAN COS INC	COM	$651K	0.3%	3,752 SH	New
MCDONALDS CORP	COM	$3.8M	1.7%Prev: 2.1%	12,262 SH	Increased+1,329 SH
MERCK & CO INC	COM	$5.2M	2.3%Prev: 2.4%	42,942 SH	Increased-1,879 SH
MERIT MED SYS INC	COM	$541K	0.2%	7,844 SH	New
META PLATFORMS INC	CL A	$2.1M	0.9%Prev: 0.1%	3,656 SH	Increased+3,286 SH
MICRON TECHNOLOGY INC	COM	$2.4M	1.0%	6,964 SH	New
MICROSOFT CORP	COM	$5.6M	2.5%Prev: 3.4%	15,124 SH	Decreased+118 SH
MONOLITHIC PWR SYS INC	COM	$600K	0.3%	542 SH	New
MOODYS CORP	COM	$703K	0.3%	1,612 SH	New
NETFLIX INC.	COM	$2.2M	1.0%	23,168 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$604K	0.3%	4,585 SH	New
NEXTERA ENERGY INC	COM	$435K	0.2%Prev: 0.2%	4,685 SH	Increased-40 SH
NVIDIA CORPORATION	COM	$7.5M	3.3%Prev: 1.4%	43,159 SH	Increased+22,218 SH
PAYCHEX INC	COM	$730K	0.3%Prev: 0.8%	7,918 SH	Decreased-407 SH
PEPSICO INC	COM	$1.4M	0.6%Prev: 1.1%	8,912 SH	Decreased-3,228 SH
PRICE T ROWE GROUP INC	COM	$706K	0.3%Prev: 1.0%	7,835 SH	Decreased-10,728 SH
PROCTER & GAMBLE CO	COM	$1.6M	0.7%	10,925 SH	New
RALPH LAUREN CORP	CL A	$559K	0.2%	1,627 SH	New
RTX CORPORATION	COM	$1.1M	0.5%Prev: 0.5%	5,927 SH	Increased-39 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$211K	0.1%	8,521 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.4M	1.5%Prev: 2.4%	110,469 SH	Decreased-33,315 SH
SMITH A O CORP	COM	$1.2M	0.5%	18,258 SH	New
SNAP ON INC	COM	$1.4M	0.6%Prev: 1.1%	3,794 SH	Decreased-1,833 SH
SPDR SERIES TRUST	STATE STREET SPD	$27.8M	12.3%	291,874 SH	New
T-MOBILE US INC	COM	$409K	0.2%Prev: 0.3%	1,949 SH	Decreased-62 SH
TENET HEALTHCARE CORP	COM NEW	$471K	0.2%	2,493 SH	New
TESLA INC	COM	$656K	0.3%Prev: 0.3%	1,766 SH	Increased+130 SH
TOAST INC	CL A	$527K	0.2%	19,877 SH	New
TOLL BROTHERS INC	COM	$561K	0.2%	4,110 SH	New
UNITED THERAPEUTICS CORP DEL	COM	$670K	0.3%	1,131 SH	New
UNITEDHEALTH GROUP INC	COM	$213K	0.1%Prev: 1.7%	785 SH	Decreased-4,576 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	0.8%Prev: 2.9%	4,277 SH	Decreased-8,785 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.7%Prev: 0.6%	2,818 SH	Increased+985 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$389K	0.2%	1,214 SH	New
VANGUARD INDEX FDS	VALUE ETF	$2.9M	1.3%Prev: 1.1%	14,860 SH	Increased+4,431 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.6M	6.4%Prev: 6.9%	248,915 SH	Increased+54,475 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	1.4%Prev: 0.9%	14,783 SH	Increased+7,092 SH
VANGUARD STAR FDS	VG TL INTL STK F	$528K	0.2%Prev: 0.2%	6,845 SH	Increased+2,774 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	0.8%Prev: 0.5%	12,514 SH	Increased+5,598 SH
VANGUARD WORLD FD	INF TECH ETF	$635K	0.3%Prev: 4.2%	910 SH	Decreased-11,837 SH
VERIZON COMMUNICATIONS INC	COM	$740K	0.3%Prev: 0.4%	14,739 SH	Increased-291 SH
VICI PPTYS INC	COM	$622K	0.3%Prev: 0.4%	22,787 SH	Increased+4,611 SH
VISA INC	COM CL A	$810K	0.4%Prev: 0.8%	2,679 SH	Decreased-1,126 SH
WALMART INC	COM	$8.6M	3.8%Prev: 2.2%	69,182 SH	Increased+27,525 SH
YUM BRANDS INC	COM	$742K	0.3%Prev: 0.8%	4,774 SH	Decreased-3,270 SH
ZOETIS INC	CL A	$658K	0.3%Prev: 0.7%	5,560 SH	Decreased-1,637 SH
ZOOM COMMUNICATIONS INC	CL A	$638K	0.3%	7,929 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.6M
BLACKROCK INC — $1.3M
CF INDS HLDGS INC — $604K
CHEVRON CORP NEW — $306K
CISCO SYS INC — $634K
COSTCO WHSL CORP NEW — $2.5M
DEVON ENERGY CORP NEW — $1.4M
EXPEDITORS INTL WASH INC — $1.3M
GENERAL MLS INC — $597K
HERSHEY CO — $1.8M
LOCKHEED MARTIN CORP — $703K
MASTERCARD INCORPORATED — $1.3M
MONDELEZ INTL INC — $684K
PALO ALTO NETWORKS INC — $210K
PROCTER AND GAMBLE CO — $2.3M
QUALCOMM INC — $1.3M
QUEST DIAGNOSTICS INC — $569K
SPDR SER TR — $11.3M
SPDR SER TR — $10.3M
US BANCORP DEL — $559K

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