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CIK: 0002053727
Total reported value
$261.7M
$261.7M
82 檔
19.2%
The Q2 2025 SEC filing reveals that MOKAN Wealth Management Inc. held a total portfolio value of $261.7M, covering 82 public equity positions.
During Q2 2025, MOKAN Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.91% | -0.52% | +8.25% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.84% | -0.48% | +8.64% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 6.17% | -0.43% | +7.51% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.31% | +0.25% | -11.32% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.80% | +0.01% | -19.44% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.68% | +0.05% | +0.29% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | +0.17% | -19.47% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.24% | +2.54% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.63% | +0.11% | +32.50% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.35% | -13.40% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.37% | +0.02% | +3.97% | |
| 12 | COP | Conocophillips | Stock-Energy | 2.29% | -0.37% | -13.19% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.25% | +0.06% | -29.64% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.23% | -0.14% | +4.86% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.94% | -0.04% | +8.70% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | +0.45% | +21.49% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.14% | -0.54% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | -0.07% | -15.94% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.67% | -0.34% | +11.94% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | +0.11% | +9.10% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | +0.03% | +63.87% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.14% | +13.70% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | +0.34% | +13.22% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | +0.13% | +18.96% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.20% | -0.32% | +20.45% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.20% | +0.16% | +18.87% | |
| 27 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.19% | -0.30% | +4.74% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.18% | — | +20.05% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.12% | +30.36% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | -0.02% | +10.84% | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 1.13% | -0.11% | +15.00% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.02% | +9.47% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.12% | NEW | |
| 34 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.81% | -0.33% | EXIT | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.26% | +7.02% | |
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.80% | — | +17.45% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | +0.09% | NEW | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.79% | -0.10% | +15.66% | |
| 39 | ALLE | Allegion plc | Stock-Industrials | 0.77% | — | — | |
| 40 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.77% | — | — | |
| 41 | PPG | Ppg Industries Inc | Stock-Materials | 0.76% | — | — | |
| 42 | AON | Aon plc | Stock-Financials | 0.74% | -0.31% | EXIT | |
| 43 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.73% | +0.13% | — | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.73% | +0.15% | +7.26% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.29% | — | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.69% | -0.29% | EXIT | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.06% | +17.24% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.45% | +2.68% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.04% | +4.38% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.08% | -0.40% |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 82 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, BIL, BILS) accounted for 19.2% of total reported equity market value during Q2 2025.
During Q2 2025, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.9%)、BIL (6.8%)、BILS (6.2%). The largest single position, VGSH, represented 6.9% of total portfolio value.
In Q2 2025, MOKAN Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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