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CIK: 0002053727
Total reported value
$261.7M
$261.7M
109 檔
22.9%
During the Q1 2026 filing period, MOKAN Wealth Management Inc. (CIK: 0002053727) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $261.7M across 109 reported positions.
In Q1 2026, MOKAN Wealth Management Inc. displayed an active expansion posture, initiating 12 new positions and adding to 52 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 | 6.45% | -0.52% | +2.76% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.35% | -0.48% | +2.25% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 5.96% | -0.43% | +4.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.00% | +0.05% | +3.96% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.81% | +0.02% | +16.64% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | +0.25% | -4.11% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.33% | +0.14% | +76.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.24% | +5.00% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.35% | +21.00% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.17% | +10.55% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.29% | +0.11% | -6.96% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | -0.07% | +19.93% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.34% | +359.02% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | +0.30% | +39.57% | |
| 15 | COP | Conocophillips | Stock-Energy | 1.95% | -0.37% | -17.32% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.84% | +0.45% | -5.72% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.69% | -0.04% | -19.86% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.66% | +0.27% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | +0.11% | -13.77% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.50% | -0.14% | -8.05% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | -0.02% | +50.17% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | +0.34% | +14.57% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | +0.46% | +767.61% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.02% | -26.03% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.19% | +0.39% | — | |
| 26 | GE | General Electric | Stock-Industrials | 1.07% | +0.56% | — | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 1.04% | +1.42% | +556.98% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 1.01% | +0.75% | — | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | +0.72% | — | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.99% | -0.07% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.45% | +8.98% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.27% | +835.04% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | +0.88% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.06% | -81.70% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.04% | +2.66% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.06% | +1.00% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.71% | -0.32% | -39.06% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.14% | -32.93% | |
| 39 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.62% | -0.30% | -36.98% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | -33.59% | |
| 41 | SNA | Snap-on Inc | Stock-Industrials | 0.61% | -0.11% | -35.10% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.34% | -53.69% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.26% | -36.11% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.59% | -0.29% | -8.26% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.59% | -0.10% | -36.35% | |
| 46 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.53% | -0.06% | -7.60% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.08% | +0.30% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.13% | -60.60% | |
| 49 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.36% | -0.01% | -18.84% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.26% | -38.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.7% | +359.02% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +76.43% | Add |
| 3 | CAT | Caterpillar Inc | +1.2% | +767.61% | Add |
| 4 | MU | Micron Technology Inc | +0.9% | +556.98% | Add |
| 5 | WMT | Walmart Inc | +0.9% | +16.64% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.8% | +835.04% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +50.17% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +39.57% | Add |
| 9 | COP | Conocophillips | +0.3% | -17.32% | Trim |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | +4.21% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +21.00% | Add |
| 12 | HIMS | Hims & Hers Health Inc | +0.2% | +414.73% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +19.93% | Add |
| 14 | UTHR | United Therapeutics CORP | +0.2% | +106.39% | Add |
| 15 | ACLS | Axcelis Technologies Inc | +0.2% | +104.17% | Add |
| 16 | ZM | Zoom Communications Inc | +0.2% | +146.24% | Add |
| 17 | ELAN | Elanco Animal Health Inc | +0.2% | +122.94% | Add |
| 18 | FLEX | Flex Ltd. | +0.2% | +94.72% | Add |
| 19 | MPWR | Monolithic Power Systems Inc | +0.2% | +84.35% | Add |
| 20 | NBIX | Neurocrine Biosciences Inc | +0.2% | +135.98% | Add |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +2.25% | Add |
| 22 | VGSH | Vanguard Short-term Treasury | +0.1% | +2.76% | Add |
| 23 | EXEL | Exelixis Inc | +0.1% | +129.52% | Add |
| 24 | AVT | Avnet Inc | +0.1% | +67.47% | Add |
| 25 | CHWY | Chewy Inc - Class A | +0.1% | +175.65% | Add |
| 26 | MRK | Merck & Co. Inc. | +0.1% | -6.96% | Trim |
| 27 | RL | Ralph Lauren CORP | +0.1% | +119.27% | Add |
| 28 | ABG | Asbury Automotive Group | +0.1% | +136.33% | Add |
| 29 | TOL | Toll Brothers Inc | +0.1% | +94.60% | Add |
| 30 | HD | Home Depot Inc | +0.1% | +14.57% | Add |
| 31 | MMSI | Merit Medical Systems Inc | +0.1% | +143.53% | Add |
| 32 | PODD | Insulet CORP | +0.1% | +167.79% | Add |
| 33 | THC | Tenet Healthcare CORP | +0.1% | +108.10% | Add |
| 34 | CF | Cf Industries Holdings Inc | +0.1% | -18.84% | Trim |
| 35 | CVX | Chevron CORP | +0.1% | +2.71% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.66% | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | 0% | -8.05% | Trim |
| 38 | CRH | CRH plc | 0% | +33.66% | Add |
| 39 | VZ | Verizon Communications Inc | 0% | -9.36% | Trim |
| 40 | RTX | Rtx CORP | 0% | +0.30% | Add |
| 41 | MO | Altria Group Inc | 0% | -4.09% | Trim |
| 42 | NEE | Nextera Energy Inc | 0% | +0.69% | Add |
| 43 | GILD | Gilead Sciences Inc | 0% | -6.12% | Trim |
| 44 | TROW | T Rowe Price Group Inc | 0% | +20.87% | Add |
| 45 | KHC | Kraft Heinz Co/the | 0% | +15.35% | Add |
| 46 | FOXA | Fox CORP - Class A | 0% | +30.43% | Add |
| 47 | KO | Coca-cola Co/the | 0% | -4.57% | Trim |
| 48 | KMB | Kimberly-clark CORP | 0% | +8.04% | Add |
| 49 | DY | Dycom Industries Inc | 0% | +5.12% | Add |
| 50 | VICI | Vici Properties Inc | 0% | +5.93% | Add |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 109 disclosed positions in Q1 2026.
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 22.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
LLY
市值: $3.8M
Top Position Liquidated / Trimmed
GWW
前期市值: $1.4M
During Q1 2026, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.5%)、BIL (6.3%)、BILS (6.0%). The largest single position, VGSH, represented 6.5% of total portfolio value.
In Q1 2026, MOKAN Wealth Management Inc. made 113 total portfolio adjustments, initiating 12 new buys, adding to 52 positions, trimming 43 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.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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