MOKAN Wealth Management
OVERLAND PARK, KSfiles as MOKAN Wealth Management Inc.
$262m in 95 US stocks at the end of 30 June 2026. The top 10 are 41.4% of the money. It changed about 13.8% of the portfolio this quarter.
Value
$262m
Stocks
95
Top 10 share
41.4%
Turnover
13.8%
What changed this quarter
New
Bought for the first time this quarter.
- ProgressivePGR0.4% of the fund
- IntelINTC0.3% of the fund
- Cisco SystemsCSCO0.3% of the fund
- Palo Alto NetworksPANW0.2% of the fund
- CrowdStrike HoldingsCRWD0.2% of the fund
- GarminGRMN0.2% of the fund
- KLAKLAC0.2% of the fund
- Palantir TechnologiesPLTR0.1% of the fund
- Texas InstrumentsTXN0.1% of the fund
- LindeLIN0.1% of the fund
- Marvell TechnologyMRVL0.1% of the fund
- AmgenAMGN0.1% of the fund
- QualcommQCOM0.1% of the fund
- Analog DevicesADI<0.1% of the fund
- MastercardMA<0.1% of the fund
- Philip Morris InternationalPM<0.1% of the fund
- Bank of AmericaBAC<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSVGSH5.9% of the fund+7%
- Spdr Series TrustBIL5.9% of the fund+7%
- Spdr Series TrustBILS5.5% of the fund+8%
- Berkshire HathawayBRK-B4.0% of the fund+12%
- WalmartWMT3.8% of the fund+28%
- NvidiaNVDA3.5% of the fund+5%
- AppleAAPL3.3% of the fund+10%
- Amazon.comAMZN3.0% of the fund+15%
- MicrosoftMSFT2.6% of the fund+23%
- MerckMRK2.4% of the fund+14%
- JPMorgan ChaseJPM2.3% of the fund+20%
- AbbVieABBV2.3% of the fund+24%
- Eli LillyLLY1.9% of the fund+3%
- Applied MaterialsAMAT1.8% of the fund+8%
- CaterpillarCAT1.8% of the fund+3%
- Home DepotHD1.7% of the fund+34%
- Costco WholesaleCOST1.7% of the fund+33%
- ExxonMobil HoldingsXOM1.7% of the fund+20%
- McDonald'sMCD1.7% of the fund+31%
- General ElectricGE1.6% of the fund+35%
- ConocoPhillipsCOP1.6% of the fund+19%
- DeereDE1.6% of the fund+36%
- Vanguard Specialized FundsVIG1.4% of the fund+4%
- AlphabetGOOGL1.4% of the fund+39%
- Vanguard Index FDSVTV1.3% of the fund+3%
Cut
Sold some of their stake.
- Micron TechnologyMU2.5% of the fund-20%
- AlphabetGOOG2.0% of the fund-9%
- Advanced Micro DevicesAMD1.7% of the fund-30%
- Procter & GamblePG0.6% of the fund-8%
- Snap-onSNA0.5% of the fund-14%
- Illinois Tool WorksITW0.5% of the fund-7%
- EOG ResourcesEOG0.4% of the fund-29%
- CME GroupCME0.3% of the fund-10%
- Cboe Global MktsCBOE0.3% of the fund-30%
- AccentureACN0.3% of the fund-8%
- Vanguard World FDVGT0.3% of the fund-13%
- Abbott LaboratoriesABT0.3% of the fund-41%
- UnitedHealth GroupUNH0.1% of the fund-7%
- CRH PublicCRH0.1% of the fund-58%
- FlexFLEX0.1% of the fund-83%
- VisaV<0.1% of the fund-73%
Sold out
Sold their entire stake.
- YUM BrandsYUM-100%
- AonAON-100%
- Moody'sMCO-100%
- FoxFOXA-100%
- Hims & Hers HealthHIMS-100%
- Factset Research SystemsFDS-100%
- Cognizant Technology SolutionsCTSH-100%
- United TherapeuticsUTHR-100%
- Jack Henry & AssociatesJKHY-100%
- Automatic Data ProcessingADP-100%
- ZoetisZTS-100%
- Axcelis TechnologiesACLS-100%
- Marsh & McLennan CompaniesMRSH-100%
- Zoom CommunicationsZM-100%
- Dominos PizzaDPZ-100%
- AvnetAVT-100%
- Neurocrine BiosciencesNBIX-100%
- Elanco Animal HealthELAN-100%
- Monolithic Power SystemsMPWR-100%
- ExelixisEXEL-100%
- Lennox InternationalLII-100%
- Conagra BrandsCAG-100%
- ChewyCHWY-100%
- Toll BrothersTOL-100%
- Ralph LaurenRL-100%
Holdings
- Vanguard Scottsdale FDSVGSH
- Share
- 5.9%
- Value
- $16m
- Shares
- 266,768
+7%
- Spdr Series TrustBIL
- Share
- 5.9%
- Value
- $15m
- Shares
- 167,624
+7%
- Spdr Series TrustBILS
- Share
- 5.5%
- Value
- $14m
- Shares
- 145,546
+8%
- Vanguard Specialized FundsVIG
- Share
- 1.4%
- Value
- $4m
- Shares
- 15,351
+4%
- Schwab Strategic TRSCHD
- Share
- 1.4%
- Value
- $4m
- Shares
- 112,118
Held
- Vanguard Index FDSVTV
- Share
- 1.3%
- Value
- $3m
- Shares
- 15,301
+3%
- Vanguard Index FDSVUG
- Share
- 0.9%
- Value
- $2m
- Shares
- 26,975
+5%
- Vanguard Index FDSVOO
- Share
- 0.8%
- Value
- $2m
- Shares
- 3,052
+8%
- Vanguard Whitehall FDSVYM
- Share
- 0.8%
- Value
- $2m
- Shares
- 12,848
+3%
- Cboe Global MktsCBOE
- Share
- 0.3%
- Value
- $838,430
- Shares
- 3,455
-30%
- Vanguard World FDVGT
- Share
- 0.3%
- Value
- $760,317
- Shares
- 6,360
-13%
- Vanguard Star FDSVXUS
- Share
- 0.2%
- Value
- $606,815
- Shares
- 7,098
+4%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $450,382
- Shares
- 1,217
Held
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $237,451
- Shares
- 8,572
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVGSH | 5.9% | $16m | 266,768 | +7% |
| Spdr Series TrustBIL | 5.9% | $15m | 167,624 | +7% |
| Spdr Series TrustBILS | 5.5% | $14m | 145,546 | +8% |
| Berkshire HathawayBRK-B | 4.0% | $11m | 21,168 | +12% |
| WalmartWMT | 3.8% | $10m | 88,501 | +28% |
| BroadcomAVGO | 3.8% | $10m | 26,135 | Held |
| NvidiaNVDA | 3.5% | $9m | 45,405 | +5% |
| AppleAAPL | 3.3% | $9m | 29,941 | +10% |
| Amazon.comAMZN | 3.0% | $8m | 33,060 | +15% |
| MicrosoftMSFT | 2.6% | $7m | 18,563 | +23% |
| Micron TechnologyMU | 2.5% | $6m | 5,566 | -20% |
| MerckMRK | 2.4% | $6m | 48,990 | +14% |
| JPMorgan ChaseJPM | 2.3% | $6m | 18,467 | +20% |
| AbbVieABBV | 2.3% | $6m | 23,835 | +24% |
| AlphabetGOOG | 2.0% | $5m | 14,549 | -9% |
| Eli LillyLLY | 1.9% | $5m | 4,208 | +3% |
| Applied MaterialsAMAT | 1.8% | $5m | 6,519 | +8% |
| CaterpillarCAT | 1.8% | $5m | 4,406 | +3% |
| Lam ResearchLRCX | 1.8% | $5m | 10,653 | Held |
| Home DepotHD | 1.7% | $5m | 12,892 | +34% |
| Costco WholesaleCOST | 1.7% | $5m | 4,859 | +33% |
| Advanced Micro DevicesAMD | 1.7% | $4m | 7,677 | -30% |
| ExxonMobil HoldingsXOM | 1.7% | $4m | 32,444 | +20% |
| McDonald'sMCD | 1.7% | $4m | 16,005 | +31% |
| General ElectricGE | 1.6% | $4m | 11,413 | +35% |
| ConocoPhillipsCOP | 1.6% | $4m | 39,883 | +19% |
| DeereDE | 1.6% | $4m | 6,528 | +36% |
| Vanguard Specialized FundsVIG | 1.4% | $4m | 15,351 | +4% |
| AlphabetGOOGL | 1.4% | $4m | 10,139 | +39% |
| Schwab Strategic TRSCHD | 1.4% | $4m | 112,118 | Held |
| Vanguard Index FDSVTV | 1.3% | $3m | 15,301 | +3% |
| Meta PlatformsMETA | 1.2% | $3m | 5,573 | +52% |
| NetflixNFLX | 0.9% | $2m | 33,648 | +45% |
| Vanguard Index FDSVUG | 0.9% | $2m | 26,975 | +5% |
| Vanguard Index FDSVOO | 0.8% | $2m | 3,052 | +8% |
| Vanguard Whitehall FDSVYM | 0.8% | $2m | 12,848 | +3% |
| Johnson & JohnsonJNJ | 0.6% | $1m | 5,872 | +43% |
| TeslaTSLA | 0.6% | $1m | 3,520 | +99% |
| Procter & GamblePG | 0.6% | $1m | 10,087 | -8% |
| Snap-onSNA | 0.5% | $1m | 3,266 | -14% |
| Gilead SciencesGILD | 0.5% | $1m | 10,399 | +90% |
| Illinois Tool WorksITW | 0.5% | $1m | 4,718 | -7% |
| PepsiCoPEP | 0.5% | $1m | 9,407 | +6% |
| Smith A OAOS | 0.5% | $1m | 19,538 | +7% |
| PaychexPAYX | 0.5% | $1m | 12,441 | +57% |
| Price T Rowe GroupTROW | 0.5% | $1m | 10,661 | +36% |
| Kimberly-ClarkKMB | 0.4% | $1m | 10,719 | +65% |
| RTXRTX | 0.4% | $1m | 5,952 | Held |
| ProgressivePGR | 0.4% | $1m | 5,097 | New |
| General MillsGIS | 0.4% | $1m | 30,839 | +96% |
| Avery DennisonAVY | 0.4% | $1m | 6,576 | +80% |
| Kraft HeinzKHC | 0.4% | $1m | 44,682 | +55% |
| Colgate-PalmoliveCL | 0.4% | $1m | 11,505 | +61% |
| Altria GroupMO | 0.4% | $1m | 14,264 | +40% |
| EOG ResourcesEOG | 0.4% | $1m | 7,845 | -29% |
| ComcastCMCSA | 0.4% | $1m | 41,375 | +85% |
| Vici PropertiesVICI | 0.4% | $964,910 | 36,345 | +60% |
| Verizon CommunicationsVZ | 0.4% | $960,182 | 22,680 | +54% |
| CF Industries HoldingsCF | 0.3% | $905,081 | 8,361 | +33% |
| CME GroupCME | 0.3% | $903,091 | 4,090 | -10% |
| IntelINTC | 0.3% | $885,508 | 6,347 | New |
| Cboe Global MktsCBOE | 0.3% | $838,430 | 3,455 | -30% |
| AccentureACN | 0.3% | $773,098 | 6,210 | -8% |
| Vanguard World FDVGT | 0.3% | $760,317 | 6,360 | -13% |
| Cisco SystemsCSCO | 0.3% | $724,204 | 6,166 | New |
| Abbott LaboratoriesABT | 0.3% | $717,616 | 7,912 | -41% |
| NextEra EnergyNEE | 0.3% | $665,005 | 7,578 | +62% |
| Coca-ColaKO | 0.2% | $628,495 | 7,732 | Held |
| Palo Alto NetworksPANW | 0.2% | $612,223 | 1,795 | New |
| Vanguard Star FDSVXUS | 0.2% | $606,815 | 7,098 | +4% |
| T-Mobile USTMUS | 0.2% | $579,950 | 3,457 | +77% |
| Dycom IndustriesDY | 0.2% | $549,034 | 1,087 | Held |
| CrowdStrike HoldingsCRWD | 0.2% | $506,312 | 663 | New |
| GarminGRMN | 0.2% | $486,677 | 2,049 | New |
| KLAKLAC | 0.2% | $470,574 | 1,555 | New |
| Vanguard Index FDSVTI | 0.2% | $450,382 | 1,217 | Held |
| Palantir TechnologiesPLTR | 0.1% | $361,929 | 3,106 | New |
| Texas InstrumentsTXN | 0.1% | $355,601 | 1,186 | New |
| ChevronCVX | 0.1% | $342,010 | 2,064 | Held |
| LindeLIN | 0.1% | $328,869 | 632 | New |
| Marvell TechnologyMRVL | 0.1% | $326,774 | 1,093 | New |
| AmgenAMGN | 0.1% | $326,746 | 905 | New |
| QualcommQCOM | 0.1% | $303,245 | 1,645 | New |
| UnitedHealth GroupUNH | 0.1% | $301,284 | 727 | -7% |
| CRH PublicCRH | 0.1% | $298,102 | 2,786 | -58% |
| FlexFLEX | 0.1% | $263,697 | 1,628 | -83% |
| Analog DevicesADI | <0.1% | $260,550 | 656 | New |
| BoeingBA | <0.1% | $255,868 | 1,182 | Held |
| VisaV | <0.1% | $252,372 | 734 | -73% |
| H&R BlockHRB | <0.1% | $245,015 | 6,434 | Held |
| MastercardMA | <0.1% | $237,501 | 463 | New |
| Schwab Strategic TRSCHF | <0.1% | $237,451 | 8,572 | Held |
| Lowe's CompaniesLOW | <0.1% | $235,709 | 1,070 | Held |
| Philip Morris InternationalPM | <0.1% | $218,721 | 1,211 | New |
| Bank of AmericaBAC | <0.1% | $206,259 | 3,620 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 46.3% since 30 June 2025.
Where the money is
Technology23.2%
Everyday goods9.0%
Health care8.2%
Financial services7.9%
Industrials7.7%
Retail & consumer7.3%
Media & telecom6.4%
Energy3.8%
Materials1.0%
Real estate0.4%
Utilities0.3%
Other24.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.