MOKAN Wealth Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), MOKAN Wealth Management Inc. reported 72 stock positions worth $157.2 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.8% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.8%) and SS Spdrb B 3-12M T-Bill ETF (BILS, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002053727
- Portfolio Value
- $157.2M (Q4 2024)
- SEC Filing
- 0001085146-25-000648 ↗ filed Jan 30, 2025
Holdings Value
Holdings 72 stocks · $157.2M
| VGSH Vanguard Short-Term Treasury | 6.82% | 184,171 | $10.7M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 6.76% | 116,186 | $10.6M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 6.18% | 97,996 | $9.7M | — |
| AVGO Broadcom Inc. | 4.46% | 30,224 | $7.0M | — |
| VGT Vanguard Info Tech ETF | 4.37% | 11,045 | $6.9M | — |
| AAPL Apple Inc. | 4.07% | 25,563 | $6.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.88% | 13,458 | $6.1M | — |
| MSFT Microsoft Corp. | 3.58% | 13,336 | $5.6M | — |
| AMZN Amazon.com Inc. | 3.08% | 22,068 | $4.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.95% | 11,285 | $4.6M | — |
| COP Conocophillips | 2.76% | 43,814 | $4.3M | — |
| MRK Merck & Co. Inc. | 2.49% | 39,395 | $3.9M | — |
| GOOG Alphabet Inc. Class C | 2.44% | 20,180 | $3.8M | — |
| SCHD Schwab US DVD Equity ETF | 2.44% | 140,532 | $3.8M | — |
| WMT Walmart Inc. | 2.36% | 41,022 | $3.7M | — |
| MCD McDonald's Corp. | 1.99% | 10,785 | $3.1M | — |
| ABBV Abbvie Inc. | 1.81% | 16,034 | $2.8M | — |
| NVDA Nvidia Corp. | 1.59% | 18,560 | $2.5M | — |
| COST Costco Wholesale Corp. | 1.54% | 2,627 | $2.4M | — |
| ABT Abbott Laboratories | 1.50% | 20,859 | $2.4M | — |
| UNH Unitedhealth Group Inc. | 1.47% | 4,571 | $2.3M | — |
| HD Home Depot Inc. | 1.24% | 5,011 | $2.0M | — |
| LMT Lockheed Martin Corp. | 1.13% | 3,645 | $1.8M | — |
| JNJ Johnson & Johnson | 1.11% | 12,026 | $1.7M | — |
| GILD Gilead Sciences Inc. | 1.10% | 18,779 | $1.7M | — |
| CME Cme Group Inc. | 1.07% | 7,257 | $1.7M | — |
| PEP Pepsico Inc. | 1.07% | 11,020 | $1.7M | — |
| HSY The Hershey Co. | 1.06% | 9,863 | $1.7M | — |
| MDLZ Mondelez International Inc. Class A | 1.06% | 27,941 | $1.7M | — |
| PG The Procter & Gamble Co. | 1.06% | 9,945 | $1.7M | — |
| SNA Snap-on Inc. | 1.05% | 4,878 | $1.7M | — |
| EOG EOG Resources Inc. | 1.05% | 13,429 | $1.6M | — |
| CBOE Cboe Global Markets Inc. | 1.04% | 8,389 | $1.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.00% | 9,262 | $1.6M | — |
| VIG Vanguard Dividend Apprec ETF | 0.85% | 6,844 | $1.3M | — |
| V Visa Inc. Class A | 0.79% | 3,914 | $1.2M | — |
| MA Mastercard Inc. Class A | 0.77% | 2,312 | $1.2M | — |
| BLK BlackRock Inc. | 0.76% | 1,169 | $1.2M | — |
| PAYX Paychex Inc. | 0.74% | 8,265 | $1.2M | — |
| YUM Yum! Brands Inc. | 0.73% | 8,550 | $1.1M | — |
| ACN Accenture PLC Class A | 0.71% | 3,151 | $1.1M | — |
| DVN Devon Energy Corp. | 0.70% | 33,542 | $1.1M | — |
| ITW Illinois Tool Works | 0.70% | 4,323 | $1.1M | — |
| EXPD Expeditors Intl Wash Inc. | 0.69% | 9,829 | $1.1M | — |
| AON Aon PLC Class A | 0.69% | 3,024 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.65% | 5,382 | $1.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.55% | 6,768 | $863K | — |
| VOO Vanguard S&P 500 ETF | 0.52% | 1,527 | $823K | — |
| RTX RTX Corp. | 0.44% | 5,996 | $694K | — |
| CSCO Cisco Systems Inc. | 0.40% | 10,741 | $636K | — |
| TSLA Tesla Inc. | 0.40% | 1,545 | $624K | — |
| KMB Kimberly-Clark Corp. | 0.38% | 4,558 | $598K | — |
| VZ Verizon Communications Inc. | 0.37% | 14,729 | $589K | — |
| GIS General Mills Inc. | 0.37% | 9,163 | $584K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.36% | 5,063 | $573K | — |
| FOXA Fox Corp. Class A | 0.36% | 11,733 | $570K | — |
| XOM Exxon Mobil Corp. | 0.35% | 5,156 | $555K | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.35% | 6,435 | $549K | — |
| DGX Quest Diagnostics Inc. | 0.35% | 3,609 | $545K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.34% | 18,545 | $542K | — |
| CL Colgate-Palmolive Co. | 0.34% | 5,950 | $541K | — |
| MO Altria Group Inc. | 0.34% | 10,290 | $538K | — |
| VLO Valero Energy Corp. | 0.34% | 4,385 | $538K | — |
| KO The Coca-Cola Co. | 0.34% | 8,608 | $536K | — |
| CMCSA Comcast Corp. Class A | 0.33% | 13,997 | $525K | — |
| OXY Occidental Petroleum Corp. | 0.27% | 8,585 | $424K | — |
| NEE Nextera Energy Inc. | 0.26% | 5,748 | $412K | — |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.24% | 7,008 | $370K | — |
| CVX Chevron Corp. | 0.17% | 1,852 | $268K | — |
| VXUS Vanguard Total Intl Stock | 0.15% | 4,058 | $239K | — |
| LOW Lowe's Cos Inc. | 0.14% | 905 | $224K | — |
| BA The Boeing Co. | 0.14% | 1,257 | $222K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |