MOKAN Wealth Management Inc.
CIK: 0002053727SEC EDGAR →
Portfolio Value
$225.4M
Holdings
103
As of
Q4 2025
New Positions
103
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 242,230 | $14.2M | 6.31% |
| 2 | SPDR SERIES TRUST | 153,076 | $14.0M | 6.21% |
| 3 | VANGUARD WORLD FD | 18,523 | $14.0M | 6.19% |
| 4 | SPDR SERIES TRUST | 129,891 | $12.9M | 5.72% |
| 5 | VANGUARD INDEX FDS | 23,372 | $11.4M | 5.06% |
| 6 | BROADCOM INC | 26,808 | $9.3M | 4.12% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 18,160 | $9.1M | 4.05% |
| 8 | APPLE INC | 26,016 | $7.1M | 3.14% |
| 9 | MICROSOFT CORP | 13,681 | $6.6M | 2.94% |
| 10 | WALMART INC | 59,310 | $6.6M | 2.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (103)
$14.2M · 242K shares
$14.0M · 153K shares
$14.0M · 19K shares
$12.9M · 130K shares
$11.4M · 23K shares
$9.3M · 27K shares
$9.1M · 18K shares
$7.1M · 26K shares
$6.6M · 14K shares
$6.6M · 59K shares
$5.5M · 24K shares
$4.9M · 46K shares
$4.7M · 15K shares
$4.6M · 20K shares
$4.6M · 24K shares
$4.2M · 13K shares
$3.8M · 20K shares
$3.8M · 40K shares
$3.7M · 4K shares
$3.6M · 29K shares
$3.6M · 11K shares
$3.3M · 120K shares
$2.9M · 8K shares
$2.3M · 16K shares
$2.2M · 10K shares
$2.2M · 10K shares
$2.1M · 7K shares
$2.0M · 11K shares
$2.0M · 6K shares
$2.0M · 8K shares
$2.0M · 8K shares
$2.0M · 7K shares
$2.0M · 7K shares
$1.9M · 13K shares
$1.9M · 18K shares
$1.7M · 12K shares
$1.7M · 3K shares
$1.5M · 4K shares
$1.4M · 3K shares
$1.4M · 9K shares
$1.4M · 17K shares
$1.4M · 4K shares
$1.4M · 12K shares
$1.4M · 1K shares
$1.4M · 7K shares
$1.3M · 11K shares
$1.3M · 20K shares
$1.3M · 5K shares
$1.3M · 3K shares
$1.1M · 6K shares
$795K · 2K shares
$716K · 6K shares
$710K · 6K shares
$674K · 23K shares
$669K · 9K shares
$663K · 6K shares
$662K · 16K shares
$651K · 12K shares
$627K · 14K shares
$615K · 5K shares
$613K · 35K shares
$613K · 8K shares
$612K · 11K shares
$606K · 25K shares
$605K · 6K shares
$604K · 22K shares
$598K · 8K shares
$573K · 8K shares
$515K · 7K shares
$453K · 2K shares
$401K · 1K shares
$373K · 5K shares
$357K · 2K shares
$356K · 1K shares
$303K · 5K shares
$303K · 2K shares
$302K · 1K shares
$298K · 1K shares
$290K · 877 shares
$285K · 2K shares
$283K · 3K shares
$282K · 494 shares
$282K · 6K shares
$279K · 1K shares
$277K · 3K shares
$275K · 2K shares
$275K · 3K shares
$274K · 6K shares
$269K · 1K shares
$267K · 294 shares
$265K · 548 shares
$265K · 6K shares
$261K · 742 shares
$260K · 916 shares
$259K · 391 shares
$256K · 1K shares
$255K · 11K shares
$249K · 8K shares
$238K · 1K shares
$231K · 9K shares
$210K · 6K shares
$204K · 9K shares
$85K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $94.2M | 41.8% |
| Technology | 14 | $34.3M | 15.2% |
| Healthcare | 13 | $19.1M | 8.5% |
| Consumer Defensive | 11 | $18.8M | 8.3% |
| Consumer Cyclical | 13 | $18.6M | 8.3% |
| Industrials | 11 | $13.3M | 5.9% |
| Unknown | 4 | $9.9M | 4.4% |
| Communication Services | 8 | $8.8M | 3.9% |
| Energy | 4 | $6.7M | 3.0% |
| Real Estate | 1 | $604K | 0.3% |
| Basic Materials | 1 | $598K | 0.3% |
| Utilities | 1 | $373K | 0.2% |