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: $261.7M95 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$718K	0.3%	7,912 SH	New
ABBVIE INC	COM	$6.0M	2.3%Prev: 1.9%	23,835 SH	Increased+5,538 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$773K	0.3%Prev: 0.7%	6,210 SH	Decreased+1,989 SH
ADVANCED MICRO DEVICES INC	COM	$4.5M	1.7%	7,677 SH	New
ALPHABET INC	CAP STK CL A	$3.6M	1.4%Prev: 0.6%	10,139 SH	Increased+3,669 SH
ALPHABET INC	CAP STK CL C	$5.1M	2.0%Prev: 1.8%	14,549 SH	Increased-3,296 SH
ALTRIA GROUP INC	COM	$1.0M	0.4%Prev: 0.4%	14,264 SH	Increased+3,035 SH
AMAZON COM INC	COM	$7.9M	3.0%Prev: 2.6%	33,060 SH	Increased+11,739 SH
AMGEN INC	COM	$327K	0.1%	905 SH	New
ANALOG DEVICES INC	COM	$261K	0.1%	656 SH	New
APPLE INC	COM	$8.7M	3.3%Prev: 3.2%	29,941 SH	Increased+1,731 SH
APPLIED MATLS INC	COM	$4.7M	1.8%	6,519 SH	New
AVERY DENNISON CORP	COM	$1.1M	0.4%Prev: 0.7%	6,576 SH	Decreased-913 SH
BANK OF AMER CORP	COM	$206K	0.1%	3,620 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.6M	4.0%Prev: 3.7%	21,168 SH	Increased+7,607 SH
BLOCK H & R INC	COM	$245K	0.1%Prev: 0.2%	6,434 SH	Decreased+235 SH
BOEING CO	COM	$256K	0.1%Prev: 0.1%	1,182 SH	Increased+25 SH
BROADCOM INC	COM	$9.9M	3.8%Prev: 4.3%	26,135 SH	Increased-1,813 SH
CATERPILLAR INC	COM	$4.7M	1.8%	4,406 SH	New
CBOE GLOBAL MKTS INC	COM	$838K	0.3%Prev: 1.2%	3,455 SH	Decreased-5,685 SH
CF INDUSTRIES HOLD	COM	$905K	0.3%	8,361 SH	New
CHEVRON CORPORATION	COM	$342K	0.1%	2,064 SH	New
CISCO SYS INC	COM	$724K	0.3%Prev: 0.4%	6,166 SH	Decreased-5,051 SH
CME GROUP INC	COM	$903K	0.3%Prev: 0.4%	4,090 SH	Increased+1,486 SH
COCA COLA CO	COM	$628K	0.2%Prev: 0.3%	7,732 SH	Increased-633 SH
COLGATE PALMOLIVE CO	COM	$1.1M	0.4%Prev: 0.4%	11,505 SH	Increased+4,152 SH
COMCAST CORP NEW	CL A	$1.0M	0.4%	41,375 SH	New
CONOCOPHILLIPS	COM	$4.1M	1.6%Prev: 2.3%	39,883 SH	Increased-5,734 SH
COSTCO WHOLESALE CORPORATION	COM	$4.5M	1.7%	4,859 SH	New
CRH PLC	ORD	$298K	0.1%Prev: 0.1%	2,786 SH	Increased+5 SH
CROWDSTRIKE HLDGS INC	CL A	$506K	0.2%	663 SH	New
DEERE & CO	COM	$4.1M	1.6%	6,528 SH	New
DYCOM INDS INC	COM	$549K	0.2%Prev: 0.1%	1,087 SH	Increased+211 SH
ELI LILLY & CO	COM	$5.1M	1.9%	4,208 SH	New
EOG RES INC	COM	$1.0M	0.4%Prev: 1.2%	7,845 SH	Decreased-10,152 SH
EXXON MOBIL CORP	COM	$4.4M	1.7%Prev: 0.3%	32,444 SH	Increased+26,666 SH
FLEX LTD	ORD	$264K	0.1%Prev: 0.1%	1,628 SH	Increased-2,403 SH
GARMIN LTD	SHS	$487K	0.2%	2,049 SH	New
GE AEROSPACE	COM NEW	$4.3M	1.6%	11,413 SH	New
GENERAL MILLS INC	COM	$1.1M	0.4%	30,839 SH	New
GILEAD SCIENCES INC	COM	$1.3M	0.5%Prev: 1.2%	10,399 SH	Decreased-8,953 SH
HOME DEPOT INC	COM	$4.5M	1.7%Prev: 1.3%	12,892 SH	Increased+6,488 SH
ILLINOIS TOOL WKS INC	COM	$1.3M	0.5%Prev: 0.8%	4,718 SH	Decreased-1,000 SH
INTEL CORP	COM	$886K	0.3%	6,347 SH	New
JOHNSON & JOHNSON	COM	$1.5M	0.6%Prev: 1.2%	5,872 SH	Decreased-8,243 SH
JPMORGAN CHASE & CO	COM	$6.0M	2.3%	18,467 SH	New
KIMBERLY-CLARK CORP	COM	$1.2M	0.4%Prev: 0.4%	10,719 SH	Increased+5,595 SH
KLA CORP	COM NEW	$471K	0.2%	1,555 SH	New
KRAFT HEINZ CO	COM	$1.1M	0.4%	44,682 SH	New
LAM RESEARCH CORP	COM NEW	$4.6M	1.8%	10,653 SH	New
LINDE PLC	SHS	$329K	0.1%	632 SH	New
LOWES COS INC	COM	$236K	0.1%Prev: 0.1%	1,070 SH	Decreased-24 SH
MARVELL TECHNOLOGY INC	COM	$327K	0.1%	1,093 SH	New
MASTERCARD INCORPORATED	CL A	$238K	0.1%Prev: 0.8%	463 SH	Decreased-2,063 SH
MCDONALDS CORP	COM	$4.3M	1.7%Prev: 1.9%	16,005 SH	Increased+4,121 SH
MERCK & CO INC	COM	$6.3M	2.4%Prev: 2.6%	48,990 SH	Increased-10,399 SH
META PLATFORMS INC	CL A	$3.1M	1.2%Prev: 0.2%	5,573 SH	Increased+5,194 SH
MICRON TECHNOLOGY INC	COM	$6.4M	2.5%	5,566 SH	New
MICROSOFT CORP	COM	$6.9M	2.6%Prev: 3.4%	18,563 SH	Increased+6,479 SH
NETFLIX INC.	COM	$2.4M	0.9%	33,648 SH	New
NEXTERA ENERGY INC	COM	$665K	0.3%Prev: 0.2%	7,578 SH	Increased+2,871 SH
NVIDIA CORPORATION	COM	$9.1M	3.5%Prev: 1.8%	45,405 SH	Increased+24,577 SH
PALANTIR TECHNOLOGIES INC	CL A	$362K	0.1%	3,106 SH	New
PALO ALTO NETWORKS INC	COM	$612K	0.2%Prev: 0.2%	1,795 SH	Increased+467 SH
PAYCHEX INC	COM	$1.2M	0.5%Prev: 0.7%	12,441 SH	Decreased+3,512 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 1.2%	9,407 SH	Decreased-6,419 SH
PHILIP MORRIS INTL INC	COM	$219K	0.1%Prev: 0.1%	1,211 SH	Decreased-26 SH
PRICE T ROWE GROUP INC	COM	$1.2M	0.5%Prev: 0.4%	10,661 SH	Increased+2,877 SH
PROCTER & GAMBLE CO	COM	$1.5M	0.6%	10,087 SH	New
PROGRESSIVE CORP	COM	$1.1M	0.4%	5,097 SH	New
QUALCOMM INC	COM	$303K	0.1%Prev: 0.8%	1,645 SH	Decreased-7,849 SH
RTX CORPORATION	COM	$1.1M	0.4%Prev: 0.5%	5,952 SH	Increased+10 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$237K	0.1%	8,572 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.6M	1.4%Prev: 2.2%	112,118 SH	Decreased-38,651 SH
SMITH A O CORP	COM	$1.2M	0.5%	19,538 SH	New
SNAP ON INC	COM	$1.3M	0.5%Prev: 1.1%	3,266 SH	Decreased-3,205 SH
SPDR SERIES TRUST	ST STR BL 12 ETF	$14.5M	5.5%	145,546 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$15.4M	5.9%	167,624 SH	New
T-MOBILE US INC	COM	$580K	0.2%Prev: 0.3%	3,457 SH	Increased+1,438 SH
TESLA INC	COM	$1.5M	0.6%Prev: 0.3%	3,520 SH	Increased+1,807 SH
TEXAS INSTRS INC	COM	$356K	0.1%	1,186 SH	New
UNITEDHEALTH GROUP INC	COM	$301K	0.1%Prev: 1.5%	727 SH	Decreased-8,058 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.3M	0.9%Prev: 2.3%	26,975 SH	Decreased+17,784 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	0.8%Prev: 0.7%	3,052 SH	Increased+903 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$450K	0.2%	1,217 SH	New
VANGUARD INDEX FDS	VALUE ETF	$3.3M	1.3%Prev: 1.1%	15,301 SH	Increased+3,742 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$15.5M	5.9%Prev: 6.9%	266,768 SH	Increased+56,287 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.4%Prev: 1.0%	15,351 SH	Increased+6,932 SH
VANGUARD STAR FDS	VG TL INTL STK F	$607K	0.2%Prev: 0.2%	7,098 SH	Increased+2,998 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.0M	0.8%Prev: 0.5%	12,848 SH	Increased+5,629 SH
VANGUARD WORLD FD	INF TECH ETF	$760K	0.3%Prev: 3.8%	6,360 SH	Decreased-3,909 SH
VERIZON COMMUNICATIONS INC	COM	$960K	0.4%Prev: 0.4%	22,680 SH	Increased+6,245 SH
VICI PPTYS INC	COM	$965K	0.4%Prev: 0.4%	36,345 SH	Increased+15,456 SH
VISA INC	COM CL A	$252K	0.1%Prev: 0.8%	734 SH	Decreased-3,338 SH
WALMART INC	COM	$10.0M	3.8%Prev: 2.4%	88,501 SH	Increased+45,190 SH

Sold (vs prior filing)

ABBOTT LABS — $3.0M
ALLEGION PLC — $1.4M
AON PLC — $1.3M
CF INDS HLDGS INC — $660K
CHEVRON CORP NEW — $272K
CONAGRA BRANDS INC — $599K
COSTCO WHSL CORP NEW — $2.8M
EXPEDITORS INTL WASH INC — $1.4M
FOX CORP — $674K
GENERAL MLS INC — $653K
HERSHEY CO — $2.1M
JABIL INC — $219K
LOCKHEED MARTIN CORP — $765K
PPG INDS INC — $1.4M
PROCTER AND GAMBLE CO — $2.4M
PULTE GROUP INC — $1.4M
QUEST DIAGNOSTICS INC — $686K
SPDR SERIES TRUST — $12.2M
SPDR SERIES TRUST — $11.0M
US BANCORP DEL — $678K
… and 2 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