MOKAN Wealth Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), MOKAN Wealth Management Inc. reported 95 stock positions worth $261.7 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 5.9% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.9%) and SS Spdrb B 3-12M T-Bill ETF (BILS, 5.5%). Compared with Q1 2026, it opened 17 new positions, sold out of 31, added to 58 and reduced 19. The biggest buy was Applied Materials (AMAT, shares +8%) and the biggest sale Abbott Laboratories (ABT, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002053727
- Portfolio Value
- $261.7M (Q2 2026)
- SEC Filing
- 0002053727-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 95 stocks · $261.7M
| VGSH Vanguard Short-Term Treasury | 5.93% | 266,768 | $15.5M | Add +7.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.87% | 167,624 | $15.4M | Add +7.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 5.53% | 145,546 | $14.5M | Add +7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.05% | 21,168 | $10.6M | Add +12.1% |
| WMT Walmart Inc. | 3.83% | 88,501 | $10.0M | Add +27.9% |
| AVGO Broadcom Inc. | 3.77% | 26,135 | $9.9M | Add +1.7% |
| NVDA Nvidia Corp. | 3.47% | 45,405 | $9.1M | Add +5.2% |
| AAPL Apple Inc. | 3.31% | 29,941 | $8.7M | Add +9.6% |
| AMZN Amazon.com Inc. | 3.01% | 33,060 | $7.9M | Add +14.7% |
| MSFT Microsoft Corp. | 2.65% | 18,563 | $6.9M | Add +22.7% |
| MU Micron Technology Inc. | 2.46% | 5,566 | $6.4M | Reduce -20.1% |
| MRK Merck & Co. Inc. | 2.40% | 48,990 | $6.3M | Add +14.1% |
| JPM JPMorgan Chase & Co. | 2.31% | 18,467 | $6.0M | Add +19.7% |
| ABBV Abbvie Inc. | 2.29% | 23,835 | $6.0M | Add +24.4% |
| GOOG Alphabet Inc. Class C | 1.97% | 14,549 | $5.1M | Reduce -9.4% |
| LLY Eli Lilly & Co. | 1.93% | 4,208 | $5.1M | Add +3.2% |
| AMAT Applied Materials Inc. | 1.80% | 6,519 | $4.7M | Add +7.7% |
| CAT Caterpillar Inc. | 1.80% | 4,406 | $4.7M | Add +2.8% |
| LRCX Lam Research Corp. | 1.76% | 10,653 | $4.6M | Reduce -0.3% |
| HD Home Depot Inc. | 1.74% | 12,892 | $4.5M | Add +34.0% |
| COST Costco Wholesale Corp. | 1.73% | 4,859 | $4.5M | Add +32.8% |
| AMD Advanced Micro Devices | 1.71% | 7,677 | $4.5M | Reduce -30.2% |
| XOM Exxon Mobil Corp. | 1.69% | 32,444 | $4.4M | Add +19.7% |
| MCD McDonald's Corp. | 1.65% | 16,005 | $4.3M | Add +30.5% |
| GE General Electric filed as GE AEROSPACE | 1.63% | 11,413 | $4.3M | Add +34.5% |
| COP Conocophillips | 1.58% | 39,883 | $4.1M | Add +19.4% |
| DE Deere & Co. | 1.58% | 6,528 | $4.1M | Add +36.2% |
| VIG Vanguard Dividend Apprec ETF | 1.39% | 15,351 | $3.6M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 1.38% | 10,139 | $3.6M | Add +39.1% |
| SCHD Schwab US DVD Equity ETF | 1.36% | 112,118 | $3.6M | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.27% | 15,301 | $3.3M | Add +3.0% |
| META Meta Platforms Inc. Class A | 1.20% | 5,573 | $3.1M | Add +52.4% |
| NFLX Netflix Inc. | 0.92% | 33,648 | $2.4M | Add +45.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 26,975 | $2.3M | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 0.80% | 3,052 | $2.1M | Add +8.3% |
| VYM Vanguard High DVD Yield ETF | 0.78% | 12,848 | $2.0M | Add +2.7% |
| JNJ Johnson & Johnson | 0.57% | 5,872 | $1.5M | Add +42.9% |
| TSLA Tesla Inc. | 0.57% | 3,520 | $1.5M | Add +99.3% |
| PG The Procter & Gamble Co. | 0.56% | 10,087 | $1.5M | Reduce -7.7% |
| SNA Snap-on Inc. | 0.50% | 3,266 | $1.3M | Reduce -13.9% |
| GILD Gilead Sciences Inc. | 0.50% | 10,399 | $1.3M | Add +89.8% |
| ITW Illinois Tool Works | 0.49% | 4,718 | $1.3M | Reduce -7.2% |
| PEP Pepsico Inc. | 0.49% | 9,407 | $1.3M | Add +5.5% |
| AOS Smith (a.o.) Corp. | 0.47% | 19,538 | $1.2M | Add +7.0% |
| PAYX Paychex Inc. | 0.47% | 12,441 | $1.2M | Add +57.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.46% | 10,661 | $1.2M | Add +36.1% |
| KMB Kimberly-Clark Corp. | 0.45% | 10,719 | $1.2M | Add +65.2% |
| RTX RTX Corp. | 0.43% | 5,952 | $1.1M | Add +0.4% |
| PGR Progressive Corp. | 0.43% | 5,097 | $1.1M | New |
| GIS General Mills Inc. | 0.41% | 30,839 | $1.1M | Add +96.2% |
| AVY Avery Dennison Corp. | 0.41% | 6,576 | $1.1M | Add +80.3% |
| KHC The Kraft Heinz Co. | 0.40% | 44,682 | $1.1M | Add +55.0% |
| CL Colgate-Palmolive Co. | 0.40% | 11,505 | $1.1M | Add +60.9% |
| MO Altria Group Inc. | 0.39% | 14,264 | $1.0M | Add +40.0% |
| EOG EOG Resources Inc. | 0.39% | 7,845 | $1.0M | Reduce -28.8% |
| CMCSA Comcast Corp. Class A | 0.39% | 41,375 | $1.0M | Add +85.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.37% | 36,345 | $965K | Add +59.5% |
| VZ Verizon Communications Inc. | 0.37% | 22,680 | $960K | Add +53.9% |
| CF CF Industries Holdings Inc. | 0.35% | 8,361 | $905K | Add +33.0% |
| CME Cme Group Inc. | 0.34% | 4,090 | $903K | Reduce -10.4% |
| INTC Intel Corp. | 0.34% | 6,347 | $886K | New |
| CBOE Cboe Global Markets Inc. | 0.32% | 3,455 | $838K | Reduce -30.2% |
| ACN Accenture PLC Class A | 0.30% | 6,210 | $773K | Reduce -7.5% |
| VGT Vanguard Info Tech ETF | 0.29% | 6,360 | $760K | Reduce -12.6% |
| CSCO Cisco Systems Inc. | 0.28% | 6,166 | $724K | New |
| ABT Abbott Laboratories | 0.27% | 7,912 | $718K | Reduce -40.8% |
| NEE Nextera Energy Inc. | 0.25% | 7,578 | $665K | Add +61.8% |
| KO The Coca-Cola Co. | 0.24% | 7,732 | $628K | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.23% | 1,795 | $612K | New |
| VXUS Vanguard Total Intl Stock | 0.23% | 7,098 | $607K | Add +3.7% |
| TMUS T-Mobile US Inc. | 0.22% | 3,457 | $580K | Add +77.4% |
| DY Dycom Industries Inc. | 0.21% | 1,087 | $549K | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 663 | $506K | New |
| GRMN Garmin Ltd. | 0.19% | 2,049 | $487K | New |
| KLAC KLA Corp. | 0.18% | 1,555 | $471K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,217 | $450K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 3,106 | $362K | New |
| TXN Texas Instruments Inc. | 0.14% | 1,186 | $356K | New |
| CVX Chevron Corp. | 0.13% | 2,064 | $342K | Add +1.0% |
| LIN Linde PLC | 0.13% | 632 | $329K | New |
| MRVL Marvell Technology Inc. | 0.12% | 1,093 | $327K | New |
| AMGN Amgen Inc. | 0.12% | 905 | $327K | New |
| QCOM Qualcomm Inc. | 0.12% | 1,645 | $303K | New |
| UNH Unitedhealth Group Inc. | 0.12% | 727 | $301K | Reduce -7.4% |
| CRH CRH PLC | 0.11% | 2,786 | $298K | Reduce -57.7% |
| FLEX Flex Ltd. | 0.10% | 1,628 | $264K | Reduce -83.3% |
| ADI Analog Devices Inc. | 0.10% | 656 | $261K | New |
| BA The Boeing Co. | 0.10% | 1,182 | $256K | No change |
| V Visa Inc. Class A | 0.10% | 734 | $252K | Reduce -72.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.09% | 6,434 | $245K | Add +1.3% |
| MA Mastercard Inc. Class A | 0.09% | 463 | $238K | New |
| SCHF Schwab Intl Equity ETF | 0.09% | 8,572 | $237K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.09% | 1,070 | $236K | Add +0.5% |
| PM Philip Morris International | 0.08% | 1,211 | $219K | New |
| BAC Bank of America Corp. | 0.08% | 3,620 | $206K | New |
Portfolio Sells Q1 2026 → Q2 2026
| ABT Abbott Laboratories | Reduce -40.8% | 0.27% | −0.33 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.33 |
| EOG EOG Resources Inc. | Reduce -28.8% | 0.39% | −0.32 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.31 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.31 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.31 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.31 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.31 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.30 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.30 |
| CBOE Cboe Global Markets Inc. | Reduce -30.2% | 0.32% | −0.30 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.30 |
| ACN Accenture PLC Class A | Reduce -7.5% | 0.30% | −0.29 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.29 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.29 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.29 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.29 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.28 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.28 |
| AVT Avnet Inc. | Sold out | 0.00% | −0.27 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.27 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.27 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.27 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.26 |
| V Visa Inc. Class A | Reduce -72.6% | 0.10% | −0.26 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.26 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.26 |
| CME Cme Group Inc. | Reduce -10.4% | 0.34% | −0.25 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.25 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.25 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.25 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −0.25 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −0.24 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.23 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.23 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.21 |
| CRH CRH PLC | Reduce -57.7% | 0.11% | −0.19 |
| FLEX Flex Ltd. | Reduce -83.3% | 0.10% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -7.7% | 0.56% | −0.13 |
| SNA Snap-on Inc. | Reduce -13.9% | 0.50% | −0.11 |
| ITW Illinois Tool Works | Reduce -7.2% | 0.49% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -9.4% | 1.97% | −0.07 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.24% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -12.6% | 0.29% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -7.4% | 0.12% | +0.02 |
| DY Dycom Industries Inc. | Reduce -2.0% | 0.21% | +0.04 |
| AMD Advanced Micro Devices | Reduce -30.2% | 1.71% | +0.72 |
| LRCX Lam Research Corp. | Reduce -0.3% | 1.76% | +0.75 |
| MU Micron Technology Inc. | Reduce -20.1% | 2.46% | +1.42 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | Add +7.7% | 1.80% | +0.89 |
| GE General Electric | Add +34.5% | 1.63% | +0.56 |
| GOOGL Alphabet Inc. Class A | Add +39.1% | 1.38% | +0.46 |
| CAT Caterpillar Inc. | Add +2.8% | 1.80% | +0.45 |
| ABBV Abbvie Inc. | Add +24.4% | 2.29% | +0.45 |
| PGR Progressive Corp. | New | 0.43% | +0.43 |
| DE Deere & Co. | Add +36.2% | 1.58% | +0.39 |
| AMZN Amazon.com Inc. | Add +14.7% | 3.01% | +0.35 |
| INTC Intel Corp. | New | 0.34% | +0.34 |
| HD Home Depot Inc. | Add +34.0% | 1.74% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +19.7% | 2.31% | +0.30 |
| CSCO Cisco Systems Inc. | New | 0.28% | +0.28 |
| TSLA Tesla Inc. | Add +99.3% | 0.57% | +0.28 |
| META Meta Platforms Inc. Class A | Add +52.4% | 1.20% | +0.27 |
| LLY Eli Lilly & Co. | Add +3.2% | 1.93% | +0.27 |
| AVGO Broadcom Inc. | Add +1.7% | 3.77% | +0.25 |
| AAPL Apple Inc. | Add +9.6% | 3.31% | +0.24 |
| PANW Palo Alto Networks Inc. | New | 0.23% | +0.23 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.19% | +0.19 |
| GRMN Garmin Ltd. | New | 0.19% | +0.19 |
| KLAC KLA Corp. | New | 0.18% | +0.18 |
| KMB Kimberly-Clark Corp. | Add +65.2% | 0.45% | +0.17 |
| MSFT Microsoft Corp. | Add +22.7% | 2.65% | +0.17 |
| GILD Gilead Sciences Inc. | Add +89.8% | 0.50% | +0.16 |
| GIS General Mills Inc. | Add +96.2% | 0.41% | +0.15 |
| TROW T Rowe Price Group Inc. | Add +36.1% | 0.46% | +0.15 |
| PAYX Paychex Inc. | Add +57.1% | 0.47% | +0.14 |
| NVDA Nvidia Corp. | Add +5.2% | 3.47% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | New | 0.14% | +0.14 |
| TXN Texas Instruments Inc. | New | 0.14% | +0.14 |
| CL Colgate-Palmolive Co. | Add +60.9% | 0.40% | +0.13 |
| AVY Avery Dennison Corp. | Add +80.3% | 0.41% | +0.13 |
| LIN Linde PLC | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | Add +42.9% | 0.57% | +0.13 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| MRVL Marvell Technology Inc. | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | Add +14.1% | 2.40% | +0.12 |
| KHC The Kraft Heinz Co. | Add +55.0% | 0.40% | +0.12 |
| COST Costco Wholesale Corp. | Add +32.8% | 1.73% | +0.12 |
| QCOM Qualcomm Inc. | New | 0.12% | +0.12 |
| CMCSA Comcast Corp. Class A | Add +85.5% | 0.39% | +0.10 |
| ADI Analog Devices Inc. | New | 0.10% | +0.10 |
| MO Altria Group Inc. | Add +40.0% | 0.39% | +0.09 |
| VICI Vici Properties Inc. | Add +59.5% | 0.37% | +0.09 |
| MA Mastercard Inc. Class A | New | 0.09% | +0.09 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| BAC Bank of America Corp. | New | 0.08% | +0.08 |
| NEE Nextera Energy Inc. | Add +61.8% | 0.25% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.1% | 0.89% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.80% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $261.7M | VGSH, BIL, BILS, BRK.B, WMT |
| Q1 2026 | 109 | $225.9M | VGSH, BIL, BILS, BRK.B, WMT |
| Q4 2025 | 103 | $225.4M | VGSH, BIL, VGT, BILS, VUG |
| Q3 2025 | 99 | $198.8M | VGSH, BIL, BILS, VGT, AVGO |
| Q2 2025 | 82 | $178.9M | VGSH, BIL, BILS, AVGO, VGT |
| Q1 2025 | 74 | $166.0M | VGSH, BIL, BILS, BRK.B, VGT |
| Q4 2024 | 72 | $157.2M | VGSH, BIL, BILS, AVGO, VGT |