MOKAN Wealth Management Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), MOKAN Wealth Management Inc. reported 74 stock positions worth $166.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.9% 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%). Compared with Q4 2024, it opened 7 new positions, sold out of 5, added to 49 and reduced 18. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale an exit from Accenture Class A (ACN).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053727
Portfolio Value
$166.0M (Q1 2025)
SEC Filing
0001085146-25-002264 ↗ filed Apr 23, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $157.2M Q4 2024 Q1 2025: $166.0M $166.0M Q1 2025 Q2 2025: $178.9M Q2 2025 Q3 2025: $198.8M Q3 2025 Q4 2025: $225.4M Q4 2025 Q1 2026: $225.9M Q1 2026 Q2 2026: $261.7M Q2 2026

Holdings 74 stocks · $166.0M

VGSH Vanguard Short-Term Treasury 6.88% 194,440 $11.4M Add +5.6%
BIL SS SPDR BB 1-3M T-Bill ETF 6.79% 122,847 $11.3M Add +5.7%
BILS SS Spdrb B 3-12M T-Bill ETF 6.19% 103,310 $10.3M Add +5.4%
BRK.B Berkshire Hathaway Inc. Class B 4.34% 13,522 $7.2M Add +0.5%
VGT Vanguard Info Tech ETF 4.16% 12,747 $6.9M Add +15.4%
AAPL Apple Inc. 3.68% 27,511 $6.1M Add +7.6%
MSFT Microsoft Corp. 3.39% 15,006 $5.6M Add +12.5%
COP Conocophillips 3.33% 52,551 $5.5M Add +19.9%
AVGO Broadcom Inc. 3.18% 31,517 $5.3M Add +4.3%
VUG Vanguard Mrngstar GR ETF-Sui 2.92% 13,062 $4.8M Add +15.8%
AMZN Amazon.com Inc. 2.82% 24,621 $4.7M Add +11.6%
MRK Merck & Co. Inc. 2.42% 44,821 $4.0M Add +13.8%
SCHD Schwab US DVD Equity ETF 2.42% 143,784 $4.0M Add +2.3%
WMT Walmart Inc. 2.20% 41,657 $3.7M Add +1.6%
MCD McDonald's Corp. 2.06% 10,933 $3.4M Add +1.4%
GOOG Alphabet Inc. Class C 2.00% 21,230 $3.3M Add +5.2%
ABBV Abbvie Inc. 1.90% 15,061 $3.2M Reduce -6.1%
UNH Unitedhealth Group Inc. 1.69% 5,361 $2.8M Add +17.3%
ABT Abbott Laboratories 1.57% 19,660 $2.6M Reduce -5.8%
COST Costco Wholesale Corp. 1.51% 2,638 $2.5M Add +0.4%
PG The Procter & Gamble Co. 1.38% 13,473 $2.3M Add +35.5%
NVDA Nvidia Corp. 1.37% 20,941 $2.3M Add +12.8%
HD Home Depot Inc. 1.25% 5,656 $2.1M Add +12.9%
CBOE Cboe Global Markets Inc. 1.19% 8,726 $2.0M Add +4.0%
JNJ Johnson & Johnson 1.19% 11,865 $2.0M Reduce -1.3%
CME Cme Group Inc. 1.16% 7,275 $1.9M Add +0.3%
EOG EOG Resources Inc. 1.16% 14,942 $1.9M Add +11.3%
SNA Snap-on Inc. 1.14% 5,627 $1.9M Add +15.3%
GILD Gilead Sciences Inc. 1.10% 16,280 $1.8M Reduce -13.3%
PEP Pepsico Inc. 1.10% 12,140 $1.8M Add +10.2%
HSY The Hershey Co. 1.09% 10,608 $1.8M Add +7.5%
VTV Vanguard Mrngstr Val ETF-Aui 1.09% 10,429 $1.8M Add +12.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.03% 18,563 $1.7M Add +266.6%
VIG Vanguard Dividend Apprec ETF 0.90% 7,691 $1.5M Add +12.4%
DVN Devon Energy Corp. 0.84% 37,247 $1.4M Add +11.1%
V Visa Inc. Class A 0.80% 3,805 $1.3M Reduce -2.8%
MA Mastercard Inc. Class A 0.78% 2,377 $1.3M Add +2.8%
BLK BlackRock Inc. 0.78% 1,365 $1.3M Add +16.8%
EXPD Expeditors Intl Wash Inc. 0.78% 10,699 $1.3M Add +8.8%
PAYX Paychex Inc. 0.77% 8,325 $1.3M Add +0.7%
QCOM Qualcomm Inc. 0.76% 8,261 $1.3M New
YUM Yum! Brands Inc. 0.76% 8,044 $1.3M Reduce -5.9%
AON Aon PLC Class A 0.74% 3,086 $1.2M Add +2.0%
ITW Illinois Tool Works 0.74% 4,944 $1.2M Add +14.4%
ZTS Zoetis Inc. 0.71% 7,197 $1.2M New
GOOGL Alphabet Inc. Class A 0.59% 6,301 $975K Add +17.1%
VOO Vanguard S&P 500 ETF 0.57% 1,833 $944K Add +20.0%
VYM Vanguard High DVD Yield ETF 0.54% 6,916 $892K Add +2.2%
RTX RTX Corp. 0.48% 5,966 $790K Reduce -0.5%
CRH CRH PLC 0.42% 8,000 $704K New
LMT Lockheed Martin Corp. 0.42% 1,571 $703K Reduce -56.9%
MDLZ Mondelez International Inc. Class A 0.41% 10,086 $684K Reduce -63.9%
VZ Verizon Communications Inc. 0.41% 15,030 $682K Add +2.0%
XOM Exxon Mobil Corp. 0.39% 5,485 $652K Add +6.4%
KMB Kimberly-Clark Corp. 0.39% 4,505 $641K Reduce -1.2%
CSCO Cisco Systems Inc. 0.38% 10,277 $634K Reduce -4.3%
MO Altria Group Inc. 0.38% 10,502 $631K Add +2.1%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.36% 7,739 $604K Add +20.3%
CL Colgate-Palmolive Co. 0.36% 6,411 $601K Add +7.8%
KO The Coca-Cola Co. 0.36% 8,343 $597K Reduce -3.1%
GIS General Mills Inc. 0.36% 9,978 $597K Add +8.9%
FOXA Fox Corp. Class A 0.36% 10,474 $593K Reduce -10.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.36% 18,176 $593K Reduce -2.0%
DGX Quest Diagnostics Inc. 0.34% 3,364 $569K Reduce -6.8%
USB US Bancorp 0.34% 13,234 $559K New
TMUS T-Mobile US Inc. 0.32% 2,011 $536K New
TSLA Tesla Inc. 0.26% 1,636 $424K Add +5.9%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.20% 6,158 $338K Reduce -12.1%
NEE Nextera Energy Inc. 0.20% 4,725 $335K Reduce -17.8%
CVX Chevron Corp. 0.18% 1,832 $306K Reduce -1.1%
VXUS Vanguard Total Intl Stock 0.15% 4,071 $253K Add +0.3%
LOW Lowe's Cos Inc. 0.13% 919 $214K Add +1.6%
META Meta Platforms Inc. Class A 0.13% 370 $214K New
PANW Palo Alto Networks Inc. 0.13% 1,227 $210K New

Portfolio Sells Q4 2024 → Q1 2025

ACN Accenture PLC Class A Sold out 0.00% −0.71
LMT Lockheed Martin Corp. Reduce -56.9% 0.42% −0.70
MDLZ Mondelez International Inc. Class A Reduce -63.9% 0.41% −0.65
VLO Valero Energy Corp. Sold out 0.00% −0.34
CMCSA Comcast Corp. Class A Sold out 0.00% −0.33
OXY Occidental Petroleum Corp. Sold out 0.00% −0.27
BA The Boeing Co. Sold out 0.00% −0.14
NEE Nextera Energy Inc. Reduce -17.8% 0.20% −0.06
HRB H&R Block Inc. Reduce -12.1% 0.20% −0.03
CSCO Cisco Systems Inc. Reduce -4.3% 0.38% −0.02
FOXA Fox Corp. Class A Reduce -10.7% 0.36% −0.01
GILD Gilead Sciences Inc. Reduce -13.3% 1.10% −0.00
DGX Quest Diagnostics Inc. Reduce -6.8% 0.34% −0.00
KMB Kimberly-Clark Corp. Reduce -1.2% 0.39% +0.01
VICI Vici Properties Inc. Reduce -2.0% 0.36% +0.01
CVX Chevron Corp. Reduce -1.1% 0.18% +0.01
V Visa Inc. Class A Reduce -2.8% 0.80% +0.02
KO The Coca-Cola Co. Reduce -3.1% 0.36% +0.02
YUM Yum! Brands Inc. Reduce -5.9% 0.76% +0.03
RTX RTX Corp. Reduce -0.5% 0.48% +0.03
ABT Abbott Laboratories Reduce -5.8% 1.57% +0.07
JNJ Johnson & Johnson Reduce -1.3% 1.19% +0.08
ABBV Abbvie Inc. Reduce -6.1% 1.90% +0.09

Portfolio Buys Q4 2024 → Q1 2025

QCOM Qualcomm Inc. New 0.76% +0.76
ZTS Zoetis Inc. New 0.71% +0.71
TROW T Rowe Price Group Inc. Add +266.6% 1.03% +0.66
COP Conocophillips Add +19.9% 3.33% +0.56
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 4.34% +0.46
CRH CRH PLC New 0.42% +0.42
USB US Bancorp New 0.34% +0.34
PG The Procter & Gamble Co. Add +35.5% 1.38% +0.32
TMUS T-Mobile US Inc. New 0.32% +0.32
UNH Unitedhealth Group Inc. Add +17.3% 1.69% +0.22
CBOE Cboe Global Markets Inc. Add +4.0% 1.19% +0.15
DVN Devon Energy Corp. Add +11.1% 0.84% +0.14
META Meta Platforms Inc. Class A New 0.13% +0.13
PANW Palo Alto Networks Inc. New 0.13% +0.13
EOG EOG Resources Inc. Add +11.3% 1.16% +0.11
CME Cme Group Inc. Add +0.3% 1.16% +0.09
SNA Snap-on Inc. Add +15.3% 1.14% +0.09
VTV Vanguard Mrngstr Val ETF-Aui Add +12.6% 1.09% +0.09
EXPD Expeditors Intl Wash Inc. Add +8.8% 0.78% +0.08
MCD McDonald's Corp. Add +1.4% 2.06% +0.07
VGSH Vanguard Short-Term Treasury Add +5.6% 6.88% +0.06
AON Aon PLC Class A Add +2.0% 0.74% +0.05
VIG Vanguard Dividend Apprec ETF Add +12.4% 0.90% +0.05
VOO Vanguard S&P 500 ETF Add +20.0% 0.57% +0.05
ITW Illinois Tool Works Add +14.4% 0.74% +0.04
XOM Exxon Mobil Corp. Add +6.4% 0.39% +0.04
MO Altria Group Inc. Add +2.1% 0.38% +0.04
PAYX Paychex Inc. Add +0.7% 0.77% +0.04
VZ Verizon Communications Inc. Add +2.0% 0.41% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF Add +5.7% 6.79% +0.03
HSY The Hershey Co. Add +7.5% 1.09% +0.03
PEP Pepsico Inc. Add +10.2% 1.10% +0.03
BLK BlackRock Inc. Add +16.8% 0.78% +0.02
CL Colgate-Palmolive Co. Add +7.8% 0.36% +0.02
CF CF Industries Holdings Inc. Add +20.3% 0.36% +0.01
BILS SS Spdrb B 3-12M T-Bill ETF Add +5.4% 6.19% +0.01
HD Home Depot Inc. Add +12.9% 1.25% +0.01
MA Mastercard Inc. Class A Add +2.8% 0.78% +0.01
VXUS Vanguard Total Intl Stock Add +0.3% 0.15% +0.00
VYM Vanguard High DVD Yield ETF Add +2.2% 0.54% −0.01
GIS General Mills Inc. Add +8.9% 0.36% −0.01
LOW Lowe's Cos Inc. Add +1.6% 0.13% −0.01
SCHD Schwab US DVD Equity ETF Add +2.3% 2.42% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +15.8% 2.92% −0.03
COST Costco Wholesale Corp. Add +0.4% 1.51% −0.03
GOOGL Alphabet Inc. Class A Add +17.1% 0.59% −0.06
MRK Merck & Co. Inc. Add +13.8% 2.42% −0.07
TSLA Tesla Inc. Add +5.9% 0.26% −0.14
WMT Walmart Inc. Add +1.6% 2.20% −0.15
MSFT Microsoft Corp. Add +12.5% 3.39% −0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$261.7MVGSH, BIL, BILS, BRK.B, WMT
Q1 2026 109$225.9MVGSH, BIL, BILS, BRK.B, WMT
Q4 2025 103$225.4MVGSH, BIL, VGT, BILS, VUG
Q3 2025 99$198.8MVGSH, BIL, BILS, VGT, AVGO
Q2 2025 82$178.9MVGSH, BIL, BILS, AVGO, VGT
Q1 2025 74$166.0MVGSH, BIL, BILS, BRK.B, VGT
Q4 2024 72$157.2MVGSH, BIL, BILS, AVGO, VGT