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
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
| 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 |