MOKAN Wealth Management Inc.
CIK 0002053727 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$261.7M
2026 Q2
Positions
95
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VGSH
VANGUARD SCOTTSDALE FDS
5.9%
BIL
SPDR SERIES TRUST
5.9%
BILS
SPDR SERIES TRUST
5.5%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.0%
WMT
WALMART INC
3.8%
AVGO
BROADCOM INC
3.8%
NVDA
NVIDIA CORPORATION
3.5%
AAPL
APPLE INC
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.