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CIK: 0002053727
Total reported value
$261.7M
$261.7M
99 檔
20.8%
In Q3 2025, MOKAN Wealth Management Inc.'s U.S. equity holdings reached a combined market value of $261.7M, distributed across 99 disclosed stock positions.
In Q3 2025, MOKAN Wealth Management Inc. displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.48% | -0.52% | +4.00% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.38% | -0.48% | +3.60% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 5.81% | -0.43% | +4.43% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.45% | +0.01% | +15.52% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.21% | +0.25% | -9.35% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.96% | +0.05% | +15.50% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.24% | -5.69% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.31% | +0.06% | +49.06% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | +0.17% | +1.42% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.88% | +0.02% | +28.34% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.35% | +0.77% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.15% | +0.11% | -14.23% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.12% | +0.45% | -0.56% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.04% | +8.06% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.14% | -1.28% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.91% | -0.14% | -7.61% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.07% | -16.61% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.61% | -0.34% | +8.78% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.59% | -0.37% | -26.92% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.58% | -0.02% | +45.48% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | +0.11% | +17.69% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | +0.30% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | +0.34% | -0.08% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.14% | +4.24% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | +0.13% | -11.68% | |
| 26 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.12% | -0.30% | -0.91% | |
| 27 | SNA | Snap-on Inc | Stock-Industrials | 1.12% | -0.11% | -0.91% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.07% | — | -10.33% | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.03% | -0.10% | +37.65% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.12% | -8.37% | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 1.00% | -0.32% | -1.96% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | -0.02% | +8.46% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.45% | -0.68% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | +10.70% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.26% | +4.08% | |
| 36 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.73% | -0.33% | EXIT | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.12% | NEW | |
| 38 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.70% | — | -9.58% | |
| 39 | ALLE | Allegion plc | Stock-Industrials | 0.68% | — | -21.08% | |
| 40 | AON | Aon plc | Stock-Financials | 0.66% | -0.31% | EXIT | |
| 41 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.65% | -0.06% | — | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.64% | +0.15% | +13.27% | |
| 43 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.64% | +0.13% | +4.25% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.29% | +21.54% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.29% | EXIT | |
| 46 | GWW | Ww Grainger Inc | Stock-Industrials | 0.63% | — | — | |
| 47 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.62% | -0.30% | EXIT | |
| 48 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.62% | — | -28.63% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.04% | +13.41% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.08% | -0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -9.35% | Trim |
| 2 | WMT | Walmart Inc | +0.7% | +28.34% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | -1.28% | Trim |
| 4 | VTV | Vanguard Value ETF | +0.5% | +45.48% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.4% | +49.06% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | +15.52% | Trim |
| 7 | ITW | Illinois Tool Works | +0.3% | +37.65% | Add |
| 8 | ABBV | Abbvie Inc | +0.2% | -0.56% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.68% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +10.70% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | -2.86% | Add |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.46% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +17.69% | Add |
| 14 | HD | Home Depot Inc | +0.1% | -0.08% | Add |
| 15 | ABT | Abbott Laboratories | 0% | +8.78% | Add |
| 16 | SNA | Snap-on Inc | 0% | -0.91% | Add |
| 17 | HSY | Hershey Co/the | 0% | -10.33% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | -11.68% | Add |
| 19 | MCD | Mcdonald's CORP | -0.1% | +8.06% | Add |
| 20 | GOOG | Alphabet Inc-cl C | -0.2% | -16.61% | Trim |
| 21 | MSFT | Microsoft CORP | -0.2% | +1.42% | Trim |
| 22 | CRH | CRH plc | -0.3% | — | Trim |
| 23 | AAPL | Apple Inc | -0.3% | -5.69% | Trim |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.4% | +4.43% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +15.50% | Add |
| 26 | VGSH | Vanguard Short-term Treasury | -0.4% | +4.00% | Add |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | +3.60% | Add |
| 28 | TROW | T Rowe Price Group Inc | -0.7% | -5.95% | Trim |
| 29 | GILD | Gilead Sciences Inc | -0.7% | -62.32% | Trim |
| 30 | CME | Cme Group Inc | -0.8% | +14.90% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -1.5% | -89.55% | Trim |
| 32 | COP | Conocophillips | -1.7% | -26.92% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 34 | DVN | Devon Energy CORP | — | EXIT | Sold out |
| 35 | ALLE | Allegion plc | — | NEW | New buy |
| 36 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 37 | AOS | Smith (a.o.) CORP | — | NEW | New buy |
| 38 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 39 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 40 | ACN | Accenture plc | — | NEW | New buy |
| 41 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 42 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 43 | PHM | Pultegroup Inc | — | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 45 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 46 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 47 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 49 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 50 | DY | Dycom Industries Inc | — | NEW | New buy |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 99 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, BIL, BILS) accounted for 20.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
JPM
市值: $3.0M
Top Position Liquidated / Trimmed
DVN
前期市值: $1.4M
During Q3 2025, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.5%)、BIL (6.4%)、BILS (5.8%). The largest single position, VGSH, represented 6.5% of total portfolio value.
In Q3 2025, MOKAN Wealth Management Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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