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CIK: 0002053727
Total reported value
$261.7M
$261.7M
103 檔
25.4%
At the close of Q4 2025, MOKAN Wealth Management Inc. disclosed equity holdings valued at approximately $261.7M, spread across 103 reported holdings.
In Q4 2025, MOKAN Wealth Management Inc. displayed an active expansion posture, initiating 12 new positions and adding to 26 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 | 6.31% | -0.52% | +10.66% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.21% | -0.48% | +10.71% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.19% | +0.01% | +56.14% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 5.72% | -0.43% | +11.98% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.06% | +0.06% | +70.60% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.12% | +0.25% | +5.81% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.05% | +0.05% | +15.94% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.24% | -2.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | +0.17% | +11.63% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.93% | +0.02% | +6.70% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | +0.35% | +10.91% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | +0.11% | -9.39% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.07% | -0.04% | +19.15% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.06% | +0.45% | +11.73% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.14% | +18.98% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | -0.07% | -9.99% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.70% | -0.02% | +19.46% | |
| 18 | COP | Conocophillips | Stock-Energy | 1.68% | -0.37% | +21.17% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | +0.11% | +25.24% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | -0.34% | +20.52% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.30% | +18.10% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | -0.14% | -13.75% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | +0.34% | +31.19% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.14% | +2.00% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.02% | +7.81% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | +0.13% | -16.32% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.45% | +4.11% | |
| 28 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.90% | +0.13% | +42.50% | |
| 29 | SNA | Snap-on Inc | Stock-Industrials | 0.89% | -0.11% | -8.83% | |
| 30 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.88% | -0.30% | -13.24% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.87% | -0.10% | +1.51% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.87% | -0.29% | +42.73% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.87% | -0.26% | +138.77% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.12% | -7.46% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | -0.32% | +2.49% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | -0.04% | +48.89% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.06% | +17.28% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.26% | +3.04% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.63% | -0.31% | EXIT | |
| 40 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.63% | -0.33% | EXIT | |
| 41 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.61% | -0.30% | EXIT | |
| 42 | AON | Aon plc | Stock-Financials | 0.61% | -0.31% | EXIT | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.61% | +0.15% | +21.08% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.61% | — | +3.28% | |
| 45 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.60% | -0.30% | EXIT | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.59% | -0.29% | EXIT | |
| 47 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.59% | -0.06% | +11.72% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | -0.29% | EXIT | |
| 49 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.57% | -0.28% | EXIT | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.08% | -0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.8% | +70.60% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +1.7% | +56.14% | Add |
| 3 | CME | Cme Group Inc | +0.5% | +138.77% | Add |
| 4 | AVY | Avery Dennison CORP | +0.3% | +42.50% | Add |
| 5 | ACN | Accenture plc | +0.2% | +42.73% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +48.89% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.11% | Add |
| 8 | VTV | Vanguard Value ETF | +0.1% | +19.46% | Add |
| 9 | MCD | Mcdonald's CORP | +0.1% | +19.15% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +18.10% | Add |
| 11 | CRH | CRH plc | +0.1% | +77.24% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.94% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +18.98% | Add |
| 14 | COP | Conocophillips | +0.1% | +21.17% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +10.91% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +6.70% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.28% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -9.99% | Trim |
| 19 | COST | Costco Wholesale CORP | 0% | +25.24% | Add |
| 20 | MRK | Merck & Co. Inc. | — | -9.39% | Trim |
| 21 | ABT | Abbott Laboratories | 0% | +20.52% | Add |
| 22 | HD | Home Depot Inc | 0% | +31.19% | Add |
| 23 | ABBV | Abbvie Inc | -0.1% | +11.73% | Add |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | +11.98% | Add |
| 25 | AVGO | Broadcom Inc | -0.1% | +5.81% | Add |
| 26 | VGSH | Vanguard Short-term Treasury | -0.2% | +10.66% | Add |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | +10.71% | Add |
| 28 | CBOE | Cboe Global Markets Inc | -0.2% | -13.24% | Trim |
| 29 | MSFT | Microsoft CORP | -0.3% | +11.63% | Add |
| 30 | AAPL | Apple Inc | -0.3% | -2.21% | Trim |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.5% | -13.75% | Trim |
| 32 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 33 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 34 | MCO | Moody's CORP | — | NEW | New buy |
| 35 | EXPD | Expeditors Intl Wash Inc | — | EXIT | Sold out |
| 36 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 37 | ALLE | Allegion plc | — | EXIT | Sold out |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | DPZ | Domino's Pizza Inc | — | NEW | New buy |
| 40 | PHM | Pultegroup Inc | — | EXIT | Sold out |
| 41 | DGX | Quest Diagnostics Inc | — | EXIT | Sold out |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 43 | MU | Micron Technology Inc | — | NEW | New buy |
| 44 | MMSI | Merit Medical Systems Inc | — | NEW | New buy |
| 45 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 46 | RL | Ralph Lauren CORP | — | NEW | New buy |
| 47 | ELAN | Elanco Animal Health Inc | — | NEW | New buy |
| 48 | CHWY | Chewy Inc - Class A | — | NEW | New buy |
| 49 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 50 | JBL | Jabil Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 103 disclosed positions in Q4 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, VGT) accounted for 25.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MCO
市值: $1.4M
Top Position Liquidated / Trimmed
HSY
前期市值: $2.1M
During Q4 2025, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.3%)、BIL (6.2%)、VGT (6.2%). The largest single position, VGSH, represented 6.3% of total portfolio value.
In Q4 2025, MOKAN Wealth Management Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 5 holdings, and fully liquidating 7 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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