MOKAN Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, MOKAN Wealth Management Inc. held in its portfolio 102 assets valued at $225,428,046 (i.e. $225.43M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($26.88M), VANGUARD SCOTTSDALE FDS ($14.23M), and VANGUARD WORLD FD ($13.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOKAN Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 282967 | 26875671 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 242230 | 14226306 | SHORT TERM TREAS |
| VANGUARD WORLD FD | 18523 | 13964613 | INF TECH ETF |
| VANGUARD INDEX FDS | 23372 | 11401891 | GROWTH ETF |
| BROADCOM INC | 26808 | 9279636 | COM |
| BERKSHIRE HATHAWAY INC DEL | 18160 | 9128098 | CL B NEW |
| APPLE INC | 26016 | 7074232 | COM |
| MICROSOFT CORP | 13681 | 6620185 | COM |
| WALMART INC | 59310 | 6608541 | COM |
| AMAZON COM INC | 23830 | 5499519 | COM |
| MERCK & CO INC | 46155 | 4858051 | COM |
| MCDONALDS CORP | 15301 | 4677154 | COM |
| ABBVIE INC | 20329 | 4643904 | COM |
| NVIDIA CORPORATION | 24463 | 4563250 | COM |
| ALPHABET INC | 13395 | 4200881 | CAP STK CL C |
| VANGUARD INDEX FDS | 20088 | 3838281 | VALUE ETF |
| CONOCOPHILLIPS | 40397 | 3781964 | COM |
| COSTCO WHSL CORP NEW | 4242 | 3655191 | COM |
| ABBOTT LABS | 28853 | 3615147 | COM |
| JPMORGAN CHASE & CO. | 11055 | 3561655 | COM |
| SCHWAB STRATEGIC TR | 120140 | 3295423 | US DIVIDEND EQ |
| HOME DEPOT INC | 8395 | 2888280 | COM |
| PROCTER AND GAMBLE CO | 16289 | 2333750 | COM |
| VANGUARD SPECIALIZED FUNDS | 9844 | 2163233 | DIV APP ETF |
| JOHNSON & JOHNSON | 10431 | 2159775 | COM |
| ALPHABET INC | 6690 | 2095642 | CAP STK CL A |
| AVERY DENNISON CORP | 11125 | 2023071 | COM |
| SNAP ON INC | 5846 | 2014023 | COM |
| CBOE GLOBAL MKTS INC | 7858 | 1973651 | COM |
| ILLINOIS TOOL WKS INC | 7990 | 1966809 | COM |
| ACCENTURE PLC IRELAND | 7322 | 1964203 | SHS CLASS A |
| CME GROUP INC | 7144 | 1952757 | COM |
| PEPSICO INC | 13419 | 1926560 | COM |
| EOG RES INC | 18085 | 1899253 | COM |
| VANGUARD WHITEHALL FDS | 12190 | 1749568 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 2790 | 1747093 | S&P 500 ETF SHS |
| VISA INC | 4367 | 1532681 | COM CL A |
| MOODYS CORP | 2769 | 1413935 | COM |
| YUM BRANDS INC | 9311 | 1409432 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 16693 | 1386138 | CL A |
| AON PLC | 3900 | 1374824 | SHS CL A |
| PAYCHEX INC | 12246 | 1372836 | COM |
| WW GRAINGER INC | 1355 | 1364662 | COM |
| HENRY JACK & ASSOC INC | 7443 | 1357317 | COM |
| ZOETIS INC | 10582 | 1330680 | CL A |
| SMITH A O CORP | 19759 | 1321357 | COM |
| AUTOMATIC DATA PROCESSING IN | 5077 | 1306233 | COM |
| DOMINOS PIZZA INC | 3068 | 1276440 | COM |
| RTX CORPORATION | 5909 | 1083561 | COM |
| TESLA INC | 1770 | 795659 | COM |
| GILEAD SCIENCES INC | 5836 | 716586 | COM |
| EXXON MOBIL CORP | 5903 | 710517 | COM |
| COMCAST CORP NEW | 22559 | 674379 | CL A |
| FOX CORP | 9153 | 669043 | CL A COM |
| PRICE T ROWE GROUP INC | 6482 | 663528 | COM |
| VERIZON COMMUNICATIONS INC | 16261 | 662377 | COM |
| US BANCORP DEL | 12213 | 651409 | COM NEW |
| GENERAL MLS INC | 13502 | 627999 | COM |
| CRH PLC | 4929 | 615139 | ORD |
| COLGATE PALMOLIVE CO | 7769 | 613963 | COM |
| CONAGRA BRANDS INC | 35429 | 613289 | COM |
| ALTRIA GROUP INC | 10626 | 612519 | COM |
| KRAFT HEINZ CO | 24997 | 606048 | COM |
| KIMBERLY-CLARK CORP | 6005 | 605775 | COM |
| VICI PPTYS INC | 21511 | 604858 | COM |
| CF INDS HLDGS INC | 7744 | 598693 | COM |
| COCA COLA CO | 8204 | 573492 | COM |
| VANGUARD STAR FDS | 6838 | 515859 | VG TL INTL STK F |
| T-MOBILE US INC | 2233 | 453317 | COM |
| VANGUARD INDEX FDS | 1198 | 401585 | TOTAL STK MKT |
| NEXTERA ENERGY INC | 4653 | 373496 | COM |
| PALO ALTO NETWORKS INC | 1939 | 357014 | COM |
| DYCOM INDS INC | 1055 | 356429 | COM |
| FLEX LTD | 5021 | 303337 | ORD |
| CHEVRON CORP NEW | 1989 | 303223 | COM |
| MICRON TECHNOLOGY INC | 1060 | 302209 | COM |
| LOWES COS INC | 1238 | 298390 | COM |
| UNITEDHEALTH GROUP INC | 877 | 290756 | COM |
| TOLL BROTHERS INC | 2112 | 285576 | COM |
| MERIT MED SYS INC | 3221 | 283784 | COM |
| CATERPILLAR INC | 494 | 282791 | COM |
| AVNET INC | 5874 | 282369 | COM |
| ASBURY AUTOMOTIVE GROUP INC | 1203 | 279176 | COM |
| ZOOM COMMUNICATIONS INC | 3220 | 277819 | CL A |
| NEUROCRINE BIOSCIENCES INC | 1943 | 275798 | COM |
| AXCELIS TECHNOLOGIES INC | 3426 | 275326 | COM NEW |
| BLOCK H & R INC | 6291 | 274157 | COM |
| CHARTER COMMUNICATIONS INC N | 1291 | 269412 | CL A |
| MONOLITHIC PWR SYS INC | 294 | 267320 | COM |
| EXELIXIS INC | 6067 | 265945 | COM |
| UNITED THERAPEUTICS CORP DEL | 548 | 265596 | COM |
| RALPH LAUREN CORP | 742 | 261812 | CL A |
| INSULET CORP | 916 | 260214 | COM |
| META PLATFORMS INC | 391 | 259758 | CL A |
| BOEING CO | 1182 | 256636 | COM |
| ELANCO ANIMAL HEALTH INC | 11293 | 255541 | COM |
| CHEWY INC | 7561 | 249955 | CL A |
| TENET HEALTHCARE CORP | 1198 | 238525 | COM NEW |
| PINTEREST INC | 8955 | 231795 | CL A |
| HIMS & HERS HEALTH INC | 6488 | 210635 | COM CL A |
| SCHWAB STRATEGIC TR | 8521 | 204843 | INTL EQTY ETF |
| AMCOR PLC | 10194 | 85018 | ORD |
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