MOKAN Wealth Management Inc.
CIK: 0002053727SEC EDGAR →
Portfolio Value
$225.4B
Holdings
103
As of
Q4 2025
New Positions
103
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 242,230 | $14.2B | 6.31% |
| 2 | SPDR SERIES TRUST | 153,076 | $14.0B | 6.21% |
| 3 | VANGUARD WORLD FD | 18,523 | $14.0B | 6.19% |
| 4 | SPDR SERIES TRUST | 129,891 | $12.9B | 5.72% |
| 5 | VANGUARD INDEX FDS | 23,372 | $11.4B | 5.06% |
| 6 | BROADCOM INC | 26,808 | $9.3B | 4.12% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 18,160 | $9.1B | 4.05% |
| 8 | APPLE INC | 26,016 | $7.1B | 3.14% |
| 9 | MICROSOFT CORP | 13,681 | $6.6B | 2.94% |
| 10 | WALMART INC | 59,310 | $6.6B | 2.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (103)
$14.2B · 242K shares
$14.0B · 153K shares
$14.0B · 19K shares
$12.9B · 130K shares
$11.4B · 23K shares
$9.3B · 27K shares
$9.1B · 18K shares
$7.1B · 26K shares
$6.6B · 14K shares
$6.6B · 59K shares
$5.5B · 24K shares
$4.9B · 46K shares
$4.7B · 15K shares
$4.6B · 20K shares
$4.6B · 24K shares
$4.2B · 13K shares
$3.8B · 20K shares
$3.8B · 40K shares
$3.7B · 4K shares
$3.6B · 29K shares
$3.6B · 11K shares
$3.3B · 120K shares
$2.9B · 8K shares
$2.3B · 16K shares
$2.2B · 10K shares
$2.2B · 10K shares
$2.1B · 7K shares
$2.0B · 11K shares
$2.0B · 6K shares
$2.0B · 8K shares
$2.0B · 8K shares
$2.0B · 7K shares
$2.0B · 7K shares
$1.9B · 13K shares
$1.9B · 18K shares
$1.7B · 12K shares
$1.7B · 3K shares
$1.5B · 4K shares
$1.4B · 3K shares
$1.4B · 9K shares
$1.4B · 17K shares
$1.4B · 4K shares
$1.4B · 12K shares
$1.4B · 1K shares
$1.4B · 7K shares
$1.3B · 11K shares
$1.3B · 20K shares
$1.3B · 5K shares
$1.3B · 3K shares
$1.1B · 6K shares
$795.0M · 2K shares
$716.0M · 6K shares
$710.0M · 6K shares
$674.0M · 23K shares
$669.0M · 9K shares
$663.0M · 6K shares
$662.0M · 16K shares
$651.0M · 12K shares
$627.0M · 14K shares
$615.0M · 5K shares
$613.0M · 35K shares
$613.0M · 8K shares
$612.0M · 11K shares
$606.0M · 25K shares
$605.0M · 6K shares
$604.0M · 22K shares
$598.0M · 8K shares
$573.0M · 8K shares
$515.0M · 7K shares
$453.0M · 2K shares
$401.0M · 1K shares
$373.0M · 5K shares
$357.0M · 2K shares
$356.0M · 1K shares
$303.0M · 5K shares
$303.0M · 2K shares
$302.0M · 1K shares
$298.0M · 1K shares
$290.0M · 877 shares
$285.0M · 2K shares
$283.0M · 3K shares
$282.0M · 494 shares
$282.0M · 6K shares
$279.0M · 1K shares
$277.0M · 3K shares
$275.0M · 2K shares
$275.0M · 3K shares
$274.0M · 6K shares
$269.0M · 1K shares
$267.0M · 294 shares
$265.0M · 548 shares
$265.0M · 6K shares
$261.0M · 742 shares
$260.0M · 916 shares
$259.0M · 391 shares
$256.0M · 1K shares
$255.0M · 11K shares
$249.0M · 8K shares
$238.0M · 1K shares
$231.0M · 9K shares
$210.0M · 6K shares
$204.0M · 9K shares
$85.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $94.2B | 41.8% |
| Technology | 14 | $34.3B | 15.2% |
| Healthcare | 13 | $19.1B | 8.5% |
| Consumer Defensive | 11 | $18.8B | 8.3% |
| Consumer Cyclical | 13 | $18.6B | 8.3% |
| Industrials | 11 | $13.3B | 5.9% |
| Unknown | 4 | $9.9B | 4.4% |
| Communication Services | 8 | $8.8B | 3.9% |
| Energy | 4 | $6.7B | 3.0% |
| Real Estate | 1 | $604.0M | 0.3% |
| Basic Materials | 1 | $598.0M | 0.3% |
| Utilities | 1 | $373.0M | 0.2% |