StockDriftsStockDriftsTop 50 MOKAN Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 5.93% | 266.8K | $15.5M | +7.17%(+17.85K) | $58.61(-0.96%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 5.87% | 167.6K | $15.4M | +7.10%(+11.11K) | $91.62(-0.15%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 5.53% | 145.5K | $14.5M | +7.53%(+10.19K) | $99.37(-0.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.05% | 21.2K | $10.6M | +12.12%(+2.29K) | $468.65(+11.67%) | 2026-06-30 | |
| WMT | WALMART INC | 3.83% | 88.5K | $10.0M | +27.92%(+19.32K) | $99.43(+13.79%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.77% | 26.1K | $9.9M | +1.67%(+430) | $211.98(+98.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.47% | 45.4K | $9.1M | +5.20%(+2.25K) | $156.93(+40.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 29.9K | $8.7M | +9.61%(+2.62K) | $236.40(+29.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.01% | 33.1K | $7.9M | +14.66%(+4.23K) | $209.33(+31.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.65% | 18.6K | $6.9M | +22.74%(+3.44K) | $419.40(+19.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.80% |
MOKAN Wealth Management Inc. reports $261.74M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (5.9%), BIL (5.9%) and BILS (5.5%). The top 20 holdings account for 61.88% of reported assets. Its disclosed equity book has returned +12.03% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MOKAN Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053727). View MOKAN Wealth Management Inc.’s 13F filings on SEC