MOKAN Wealth Management Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), MOKAN Wealth Management Inc. reported 99 stock positions worth $198.8 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.5% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.4%) and SS Spdrb B 3-12M T-Bill ETF (BILS, 5.8%). Compared with Q2 2025, it opened 21 new positions, sold out of 4, added to 45 and reduced 31. The biggest buy was a new position in JPMorgan Chase (JPM) and the biggest sale Unitedhealth (UNH, shares −90%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053727
Portfolio Value
$198.8M (Q3 2025)
SEC Filing
0002053727-25-000002 ↗ filed Oct 30, 2025

Holdings Value

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

Holdings 99 stocks · $198.8M
VGSH Vanguard Short-Term Treasury 6.48% 218,903 $12.9M Add +4.0%
BIL SS SPDR BB 1-3M T-Bill ETF 6.38% 138,262 $12.7M Add +3.6%
BILS SS Spdrb B 3-12M T-Bill ETF 5.81% 115,995 $11.5M Add +4.4%
VGT Vanguard Info Tech ETF 4.45% 11,863 $8.8M Add +15.5%
AVGO Broadcom Inc. 4.21% 25,335 $8.4M Reduce -9.3%
BRK.B Berkshire Hathaway Inc. Class B 3.96% 15,663 $7.9M Add +15.5%
AAPL Apple Inc. 3.41% 26,604 $6.8M Reduce -5.7%
VUG Vanguard Mrngstar GR ETF-Sui 3.31% 13,700 $6.6M Add +49.1%
MSFT Microsoft Corp. 3.19% 12,256 $6.3M Add +1.4%
WMT Walmart Inc. 2.88% 55,585 $5.7M Add +28.3%
AMZN Amazon.com Inc. 2.37% 21,486 $4.7M Add +0.8%
MRK Merck & Co. Inc. 2.15% 50,940 $4.3M Reduce -14.2%
ABBV Abbvie Inc. 2.12% 18,195 $4.2M Reduce -0.6%
MCD McDonald's Corp. 1.96% 12,842 $3.9M Add +8.1%
NVDA Nvidia Corp. 1.93% 20,561 $3.8M Reduce -1.3%
SCHD Schwab US DVD Equity ETF 1.91% 139,297 $3.8M Reduce -7.6%
GOOG Alphabet Inc. Class C 1.82% 14,881 $3.6M Reduce -16.6%
ABT Abbott Laboratories 1.61% 23,940 $3.2M Add +8.8%
COP Conocophillips 1.59% 33,339 $3.2M Reduce -26.9%
VTV Vanguard Mrngstr Val ETF-Aui 1.58% 16,816 $3.1M Add +45.5%
COST Costco Wholesale Corp. 1.58% 3,387 $3.1M Add +17.7%
JPM JPMorgan Chase & Co. 1.49% 9,361 $3.0M New
HD Home Depot Inc. 1.30% 6,399 $2.6M Reduce -0.1%
PG The Procter & Gamble Co. 1.23% 15,969 $2.5M Add +4.2%
JNJ Johnson & Johnson 1.16% 12,466 $2.3M Reduce -11.7%
CBOE Cboe Global Markets Inc. 1.12% 9,057 $2.2M Reduce -0.9%
SNA Snap-on Inc. 1.12% 6,412 $2.2M Reduce -0.9%
HSY The Hershey Co. 1.07% 11,419 $2.1M Reduce -10.3%
ITW Illinois Tool Works 1.03% 7,871 $2.1M Add +37.6%
PEP Pepsico Inc. 1.02% 14,501 $2.0M Reduce -8.4%
EOG EOG Resources Inc. 1.00% 17,645 $2.0M Reduce -2.0%
VIG Vanguard Dividend Apprec ETF 0.99% 9,131 $2.0M Add +8.5%
GOOGL Alphabet Inc. Class A 0.79% 6,426 $1.6M Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.73% 2,379 $1.5M Add +10.7%
V Visa Inc. Class A 0.73% 4,238 $1.4M Add +4.1%
YUM Yum! Brands Inc. 0.73% 9,505 $1.4M Reduce -2.8%
QCOM Qualcomm Inc. 0.73% 8,685 $1.4M Reduce -8.5%
EXPD Expeditors Intl Wash Inc. 0.70% 11,362 $1.4M Reduce -9.6%
ALLE Allegion PLC 0.68% 7,579 $1.3M Reduce -21.1%
AON Aon PLC Class A 0.66% 3,649 $1.3M Reduce -1.8%
AOS Smith (a.o.) Corp. 0.65% 17,686 $1.3M New
PAYX Paychex Inc. 0.64% 10,114 $1.3M Add +13.3%
AVY Avery Dennison Corp. 0.64% 7,807 $1.3M Add +4.3%
ACN Accenture PLC Class A 0.64% 5,130 $1.3M Add +21.5%
ZTS Zoetis Inc. 0.63% 8,557 $1.3M Add +7.9%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.63% 1,312 $1.3M New
CTSH Cognizant Tech Solutions-A 0.62% 18,414 $1.2M New
PHM Pultegroup Inc. 0.62% 9,288 $1.2M Reduce -28.6%
VYM Vanguard High DVD Yield ETF 0.58% 8,187 $1.2M Add +13.4%
RTX RTX Corp. 0.50% 5,935 $993K Reduce -0.1%
GILD Gilead Sciences Inc. 0.41% 7,292 $809K Reduce -62.3%
CME Cme Group Inc. 0.41% 2,992 $809K Add +14.9%
VZ Verizon Communications Inc. 0.39% 17,664 $776K Add +7.5%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.39% 8,583 $770K Add +19.7%
DGX Quest Diagnostics Inc. 0.38% 3,964 $756K Add +3.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.38% 7,321 $752K Reduce -6.0%
FOXA Fox Corp. Class A 0.38% 11,896 $750K Reduce -1.0%
TSLA Tesla Inc. 0.37% 1,664 $740K Reduce -2.9%
GIS General Mills Inc. 0.37% 14,646 $738K Add +16.3%
MO Altria Group Inc. 0.37% 11,157 $737K Reduce -0.6%
KMB Kimberly-Clark Corp. 0.37% 5,870 $730K Add +14.6%
USB US Bancorp 0.36% 14,899 $720K Reduce -0.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.36% 21,671 $707K Add +3.7%
KHC The Kraft Heinz Co. 0.35% 26,942 $702K New
CAG Conagra Brands Inc. 0.35% 37,566 $688K Add +28.3%
CL Colgate-Palmolive Co. 0.34% 8,570 $685K Add +16.6%
CMCSA Comcast Corp. Class A 0.34% 21,379 $672K New
XOM Exxon Mobil Corp. 0.33% 5,826 $657K Add +0.8%
KO The Coca-Cola Co. 0.28% 8,451 $560K Add +1.0%
TMUS T-Mobile US Inc. 0.24% 2,026 $485K Add +0.3%
VXUS Vanguard Total Intl Stock 0.18% 4,849 $356K Add +18.3%
NEE Nextera Energy Inc. 0.17% 4,512 $341K Reduce -4.1%
CRH CRH PLC 0.17% 2,781 $333K No change
PANW Palo Alto Networks Inc. 0.17% 1,633 $333K Add +23.0%
UNH Unitedhealth Group Inc. 0.16% 918 $318K Reduce -89.5%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.16% 6,240 $316K Add +0.7%
DY Dycom Industries Inc. 0.15% 1,031 $301K Add +17.7%
CVX Chevron Corp. 0.15% 1,921 $298K Add +1.1%
META Meta Platforms Inc. Class A 0.15% 392 $290K Add +3.4%
LOW Lowe's Cos Inc. 0.14% 1,099 $276K Add +0.5%
ACLS Axcelis Technologies Inc. 0.13% 2,631 $257K New
BA The Boeing Co. 0.13% 1,157 $250K No change
FLEX Flex Ltd. 0.12% 4,171 $242K Add +3.5%
JBL Jabil Inc. 0.12% 1,095 $238K Add +9.0%
MPWR Monolithic Power Systems Inc. 0.12% 248 $229K New
CNC Centene Corp. 0.11% 6,405 $228K New
CAT Caterpillar Inc. 0.11% 471 $225K New
CHTR Charter Communications Inc. Class A 0.11% 800 $220K New
NBIX Neurocrine Biosciences Inc. 0.11% 1,565 $220K New
WSM Williams-Sonoma Inc. 0.11% 1,113 $217K New
HIMS Hims & Hers Health Inc. 0.11% 3,831 $217K New
DHI D.R. Horton Inc. 0.11% 1,279 $216K New
AVT Avnet Inc. 0.11% 4,132 $216K New
TOL Toll Brothers Inc. 0.11% 1,561 $215K New
ABG Asbury Automotive Group 0.10% 855 $208K New
ZM Zoom Communications Inc. 0.10% 2,508 $207K New
EXEL Exelixis Inc. 0.10% 4,981 $206K New
PM Philip Morris International 0.10% 1,252 $203K Add +1.2%
PODD Insulet Corp. 0.10% 655 $202K New

Portfolio Sells Q2 2025 → Q3 2025
UNH Unitedhealth Group Inc. Reduce -89.5% 0.16% −1.37
GILD Gilead Sciences Inc. Reduce -62.3% 0.41% −0.79
MA Mastercard Inc. Class A Sold out 0.00% −0.79
PPG PPG Industries Inc. Sold out 0.00% −0.76
COP Conocophillips Reduce -26.9% 1.59% −0.70
MRK Merck & Co. Inc. Reduce -14.2% 2.15% −0.48
CSCO Cisco Systems Inc. Sold out 0.00% −0.43
LMT Lockheed Martin Corp. Sold out 0.00% −0.43
SCHD Schwab US DVD Equity ETF Reduce -7.6% 1.91% −0.32
EOG EOG Resources Inc. Reduce -2.0% 1.00% −0.21
PHM Pultegroup Inc. Reduce -28.6% 0.62% −0.15
PEP Pepsico Inc. Reduce -8.4% 1.02% −0.14
QCOM Qualcomm Inc. Reduce -8.5% 0.73% −0.12
HSY The Hershey Co. Reduce -10.3% 1.07% −0.11
EXPD Expeditors Intl Wash Inc. Reduce -9.6% 0.70% −0.10
AVGO Broadcom Inc. Reduce -9.3% 4.21% −0.10
ALLE Allegion PLC Reduce -21.1% 0.68% −0.10
AON Aon PLC Class A Reduce -1.8% 0.66% −0.09
YUM Yum! Brands Inc. Reduce -2.8% 0.73% −0.08
CBOE Cboe Global Markets Inc. Reduce -0.9% 1.12% −0.07
JNJ Johnson & Johnson Reduce -11.7% 1.16% −0.04
TROW T Rowe Price Group Inc. Reduce -6.0% 0.38% −0.04
USB US Bancorp Reduce -0.6% 0.36% −0.02
NEE Nextera Energy Inc. Reduce -4.1% 0.17% −0.01
SNA Snap-on Inc. Reduce -0.9% 1.12% −0.01
HD Home Depot Inc. Reduce -0.1% 1.30% −0.01
FOXA Fox Corp. Class A Reduce -1.0% 0.38% +0.00
MO Altria Group Inc. Reduce -0.6% 0.37% +0.00
RTX RTX Corp. Reduce -0.1% 0.50% +0.01
GOOG Alphabet Inc. Class C Reduce -16.6% 1.82% +0.06
TSLA Tesla Inc. Reduce -2.9% 0.37% +0.07
NVDA Nvidia Corp. Reduce -1.3% 1.93% +0.09
GOOGL Alphabet Inc. Class A Reduce -0.7% 0.79% +0.15
AAPL Apple Inc. Reduce -5.7% 3.41% +0.17
ABBV Abbvie Inc. Reduce -0.6% 2.12% +0.22

Portfolio Buys Q2 2025 → Q3 2025
JPM JPMorgan Chase & Co. New 1.49% +1.49
VUG Vanguard Mrngstar GR ETF-Sui Add +49.1% 3.31% +1.05
AOS Smith (a.o.) Corp. New 0.65% +0.65
VGT Vanguard Info Tech ETF Add +15.5% 4.45% +0.65
GWW WW Grainger Inc. New 0.63% +0.63
CTSH Cognizant Tech Solutions-A New 0.62% +0.62
WMT Walmart Inc. Add +28.3% 2.88% +0.52
VTV Vanguard Mrngstr Val ETF-Aui Add +45.5% 1.58% +0.43
KHC The Kraft Heinz Co. New 0.35% +0.35
CMCSA Comcast Corp. Class A New 0.34% +0.34
BRK.B Berkshire Hathaway Inc. Class B Add +15.5% 3.96% +0.28
ITW Illinois Tool Works Add +37.6% 1.03% +0.24
ACLS Axcelis Technologies Inc. New 0.13% +0.13
MPWR Monolithic Power Systems Inc. New 0.12% +0.12
CNC Centene Corp. New 0.11% +0.11
CAT Caterpillar Inc. New 0.11% +0.11
CHTR Charter Communications Inc. Class A New 0.11% +0.11
NBIX Neurocrine Biosciences Inc. New 0.11% +0.11
HIMS Hims & Hers Health Inc. New 0.11% +0.11
WSM Williams-Sonoma Inc. New 0.11% +0.11
DHI D.R. Horton Inc. New 0.11% +0.11
AVT Avnet Inc. New 0.11% +0.11
TOL Toll Brothers Inc. New 0.11% +0.11
ABG Asbury Automotive Group New 0.10% +0.10
ZM Zoom Communications Inc. New 0.10% +0.10
EXEL Exelixis Inc. New 0.10% +0.10
PODD Insulet Corp. New 0.10% +0.10
VOO Vanguard S&P 500 ETF Add +10.7% 0.73% +0.05
VYM Vanguard High DVD Yield ETF Add +13.4% 0.58% +0.04
DY Dycom Industries Inc. Add +17.7% 0.15% +0.03
VIG Vanguard Dividend Apprec ETF Add +8.5% 0.99% +0.03
MCD McDonald's Corp. Add +8.1% 1.96% +0.02
VXUS Vanguard Total Intl Stock Add +18.3% 0.18% +0.02
CF CF Industries Holdings Inc. Add +19.7% 0.39% +0.02
PANW Palo Alto Networks Inc. Add +23.0% 0.17% +0.02
CAG Conagra Brands Inc. Add +28.3% 0.35% +0.01
FLEX Flex Ltd. Add +3.5% 0.12% +0.01
GIS General Mills Inc. Add +16.3% 0.37% +0.01
CME Cme Group Inc. Add +14.9% 0.41% +0.01
LOW Lowe's Cos Inc. Add +0.5% 0.14% +0.00
CVX Chevron Corp. Add +1.1% 0.15% −0.00
KMB Kimberly-Clark Corp. Add +14.6% 0.37% −0.00
JBL Jabil Inc. Add +9.0% 0.12% −0.00
DGX Quest Diagnostics Inc. Add +3.8% 0.38% −0.00
VZ Verizon Communications Inc. Add +7.5% 0.39% −0.01
META Meta Platforms Inc. Class A Add +3.4% 0.15% −0.01
COST Costco Wholesale Corp. Add +17.7% 1.58% −0.01
XOM Exxon Mobil Corp. Add +0.8% 0.33% −0.02
PM Philip Morris International Add +1.2% 0.10% −0.02
TMUS T-Mobile US Inc. Add +0.3% 0.24% −0.02

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