MOKAN Wealth Management Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), MOKAN Wealth Management Inc. reported 103 stock positions worth $225.4 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.3% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.2%) and Vanguard Info Tech ETF (VGT, 6.2%). Compared with Q3 2025, it opened 15 new positions, sold out of 11, added to 62 and reduced 26. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +71%) and the biggest sale an exit from Hershey (HSY).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053727
Portfolio Value
$225.4M (Q4 2025)
SEC Filing
0002053727-26-000001 ↗ filed Jan 26, 2026

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 Q3 2025 Q4 2025: $225.4M $225.4M Q4 2025 Q1 2026: $225.9M Q1 2026 Q2 2026: $261.7M Q2 2026

Holdings 103 stocks · $225.4M
VGSH Vanguard Short-Term Treasury 6.31% 242,230 $14.2M Add +10.7%
BIL SS SPDR BB 1-3M T-Bill ETF 6.21% 153,076 $14.0M Add +10.7%
VGT Vanguard Info Tech ETF 6.19% 18,523 $14.0M Add +56.1%
BILS SS Spdrb B 3-12M T-Bill ETF 5.72% 129,891 $12.9M Add +12.0%
VUG Vanguard Mrngstar GR ETF-Sui 5.06% 23,372 $11.4M Add +70.6%
AVGO Broadcom Inc. 4.12% 26,808 $9.3M Add +5.8%
BRK.B Berkshire Hathaway Inc. Class B 4.05% 18,160 $9.1M Add +15.9%
AAPL Apple Inc. 3.14% 26,016 $7.1M Reduce -2.2%
MSFT Microsoft Corp. 2.94% 13,681 $6.6M Add +11.6%
WMT Walmart Inc. 2.93% 59,310 $6.6M Add +6.7%
AMZN Amazon.com Inc. 2.44% 23,830 $5.5M Add +10.9%
MRK Merck & Co. Inc. 2.15% 46,155 $4.9M Reduce -9.4%
MCD McDonald's Corp. 2.07% 15,301 $4.7M Add +19.1%
ABBV Abbvie Inc. 2.06% 20,329 $4.6M Add +11.7%
NVDA Nvidia Corp. 2.02% 24,463 $4.6M Add +19.0%
GOOG Alphabet Inc. Class C 1.86% 13,395 $4.2M Reduce -10.0%
VTV Vanguard Mrngstr Val ETF-Aui 1.70% 20,088 $3.8M Add +19.5%
COP Conocophillips 1.68% 40,397 $3.8M Add +21.2%
COST Costco Wholesale Corp. 1.62% 4,242 $3.7M Add +25.2%
ABT Abbott Laboratories 1.60% 28,853 $3.6M Add +20.5%
JPM JPMorgan Chase & Co. 1.58% 11,055 $3.6M Add +18.1%
SCHD Schwab US DVD Equity ETF 1.46% 120,140 $3.3M Reduce -13.8%
HD Home Depot Inc. 1.28% 8,395 $2.9M Add +31.2%
PG The Procter & Gamble Co. 1.04% 16,289 $2.3M Add +2.0%
VIG Vanguard Dividend Apprec ETF 0.96% 9,844 $2.2M Add +7.8%
JNJ Johnson & Johnson 0.96% 10,431 $2.2M Reduce -16.3%
GOOGL Alphabet Inc. Class A 0.93% 6,690 $2.1M Add +4.1%
AVY Avery Dennison Corp. 0.90% 11,125 $2.0M Add +42.5%
SNA Snap-on Inc. 0.89% 5,846 $2.0M Reduce -8.8%
CBOE Cboe Global Markets Inc. 0.88% 7,858 $2.0M Reduce -13.2%
ITW Illinois Tool Works 0.87% 7,990 $2.0M Add +1.5%
ACN Accenture PLC Class A 0.87% 7,322 $2.0M Add +42.7%
CME Cme Group Inc. 0.87% 7,144 $2.0M Add +138.8%
PEP Pepsico Inc. 0.85% 13,419 $1.9M Reduce -7.5%
EOG EOG Resources Inc. 0.84% 18,085 $1.9M Add +2.5%
VYM Vanguard High DVD Yield ETF 0.78% 12,190 $1.7M Add +48.9%
VOO Vanguard S&P 500 ETF 0.78% 2,790 $1.7M Add +17.3%
V Visa Inc. Class A 0.68% 4,367 $1.5M Add +3.0%
MCO Moody's Corp. 0.63% 2,769 $1.4M New
YUM Yum! Brands Inc. 0.63% 9,311 $1.4M Reduce -2.0%
CTSH Cognizant Tech Solutions-A 0.61% 16,693 $1.4M Reduce -9.3%
AON Aon PLC Class A 0.61% 3,900 $1.4M Add +6.9%
PAYX Paychex Inc. 0.61% 12,246 $1.4M Add +21.1%
GWW WW Grainger Inc. 0.61% 1,355 $1.4M Add +3.3%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.60% 7,443 $1.4M New
ZTS Zoetis Inc. 0.59% 10,582 $1.3M Add +23.7%
AOS Smith (a.o.) Corp. 0.59% 19,759 $1.3M Add +11.7%
ADP Automatic Data Processing 0.58% 5,077 $1.3M New
DPZ Domino's Pizza Inc. 0.57% 3,068 $1.3M New
RTX RTX Corp. 0.48% 5,909 $1.1M Reduce -0.4%
TSLA Tesla Inc. 0.35% 1,770 $796K Add +6.4%
GILD Gilead Sciences Inc. 0.32% 5,836 $717K Reduce -20.0%
XOM Exxon Mobil Corp. 0.32% 5,903 $711K Add +1.3%
CMCSA Comcast Corp. Class A 0.30% 22,559 $674K Add +5.5%
FOXA Fox Corp. Class A 0.30% 9,153 $669K Reduce -23.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.29% 6,482 $664K Reduce -11.5%
VZ Verizon Communications Inc. 0.29% 16,261 $662K Reduce -7.9%
USB US Bancorp 0.29% 12,213 $651K Reduce -18.0%
GIS General Mills Inc. 0.28% 13,502 $628K Reduce -7.8%
CRH CRH PLC 0.27% 4,929 $615K Add +77.2%
CL Colgate-Palmolive Co. 0.27% 7,769 $614K Reduce -9.3%
CAG Conagra Brands Inc. 0.27% 35,429 $613K Reduce -5.7%
MO Altria Group Inc. 0.27% 10,626 $613K Reduce -4.8%
KHC The Kraft Heinz Co. 0.27% 24,997 $606K Reduce -7.2%
KMB Kimberly-Clark Corp. 0.27% 6,005 $606K Add +2.3%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.27% 21,511 $605K Reduce -0.7%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.27% 7,744 $599K Reduce -9.8%
KO The Coca-Cola Co. 0.25% 8,204 $573K Reduce -2.9%
VXUS Vanguard Total Intl Stock 0.23% 6,838 $516K Add +41.0%
TMUS T-Mobile US Inc. 0.20% 2,233 $453K Add +10.2%
VTI VG Morningstar TS MKT ETF-US 0.18% 1,198 $402K New
NEE Nextera Energy Inc. 0.17% 4,653 $373K Add +3.1%
PANW Palo Alto Networks Inc. 0.16% 1,939 $357K Add +18.7%
DY Dycom Industries Inc. 0.16% 1,055 $356K Add +2.3%
FLEX Flex Ltd. 0.13% 5,021 $303K Add +20.4%
CVX Chevron Corp. 0.13% 1,989 $303K Add +3.5%
MU Micron Technology Inc. 0.13% 1,060 $302K New
LOW Lowe's Cos Inc. 0.13% 1,238 $298K Add +12.7%
UNH Unitedhealth Group Inc. 0.13% 877 $291K Reduce -4.5%
TOL Toll Brothers Inc. 0.13% 2,112 $286K Add +35.3%
MMSI Merit Medical Systems Inc. 0.13% 3,221 $284K New
CAT Caterpillar Inc. 0.13% 494 $283K Add +4.9%
AVT Avnet Inc. 0.13% 5,874 $282K Add +42.2%
ABG Asbury Automotive Group 0.12% 1,203 $279K Add +40.7%
ZM Zoom Communications Inc. 0.12% 3,220 $278K Add +28.4%
NBIX Neurocrine Biosciences Inc. 0.12% 1,943 $276K Add +24.1%
ACLS Axcelis Technologies Inc. 0.12% 3,426 $275K Add +30.2%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.12% 6,291 $274K Add +0.8%
CHTR Charter Communications Inc. Class A 0.12% 1,291 $269K Add +61.4%
MPWR Monolithic Power Systems Inc. 0.12% 294 $267K Add +18.6%
EXEL Exelixis Inc. 0.12% 6,067 $266K Add +21.8%
UTHR United Therapeutics Corp. 0.12% 548 $266K New
RL Ralph Lauren Corp. 0.12% 742 $262K New
PODD Insulet Corp. 0.12% 916 $260K Add +39.9%
META Meta Platforms Inc. Class A 0.12% 391 $260K Reduce -0.3%
BA The Boeing Co. 0.11% 1,182 $257K Add +2.2%
ELAN Elanco Animal Health Inc. 0.11% 11,293 $256K New
CHWY Chewy Inc. Class A 0.11% 7,561 $250K New
THC Tenet Healthcare Corp. 0.11% 1,198 $239K New
PINS Pinterest Inc. Class A 0.10% 8,955 $232K New
HIMS Hims & Hers Health Inc. 0.09% 6,488 $211K Add +69.4%
SCHF Schwab Intl Equity ETF 0.09% 8,521 $205K New
AMCR Amcor PLC 0.04% 10,194 $85K New

Portfolio Sells Q3 2025 → Q4 2025
HSY The Hershey Co. Sold out 0.00% −1.07
QCOM Qualcomm Inc. Sold out 0.00% −0.73
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.70
ALLE Allegion PLC Sold out 0.00% −0.68
PHM Pultegroup Inc. Sold out 0.00% −0.62
SCHD Schwab US DVD Equity ETF Reduce -13.8% 1.46% −0.45
DGX Quest Diagnostics Inc. Sold out 0.00% −0.38
AAPL Apple Inc. Reduce -2.2% 3.14% −0.27
CBOE Cboe Global Markets Inc. Reduce -13.2% 0.88% −0.24
SNA Snap-on Inc. Reduce -8.8% 0.89% −0.22
JNJ Johnson & Johnson Reduce -16.3% 0.96% −0.20
PEP Pepsico Inc. Reduce -7.5% 0.85% −0.17
CF CF Industries Holdings Inc. Reduce -9.8% 0.27% −0.12
JBL Jabil Inc. Sold out 0.00% −0.12
CNC Centene Corp. Sold out 0.00% −0.11
WSM Williams-Sonoma Inc. Sold out 0.00% −0.11
DHI D.R. Horton Inc. Sold out 0.00% −0.11
PM Philip Morris International Sold out 0.00% −0.10
YUM Yum! Brands Inc. Reduce -2.0% 0.63% −0.10
MO Altria Group Inc. Reduce -4.8% 0.27% −0.10
VZ Verizon Communications Inc. Reduce -7.9% 0.29% −0.10
GIS General Mills Inc. Reduce -7.8% 0.28% −0.09
GILD Gilead Sciences Inc. Reduce -20.0% 0.32% −0.09
VICI Vici Properties Inc. Reduce -0.7% 0.27% −0.09
KHC The Kraft Heinz Co. Reduce -7.2% 0.27% −0.08
TROW T Rowe Price Group Inc. Reduce -11.5% 0.29% −0.08
FOXA Fox Corp. Class A Reduce -23.1% 0.30% −0.08
CAG Conagra Brands Inc. Reduce -5.7% 0.27% −0.07
USB US Bancorp Reduce -18.0% 0.29% −0.07
CL Colgate-Palmolive Co. Reduce -9.3% 0.27% −0.07
UNH Unitedhealth Group Inc. Reduce -4.5% 0.13% −0.03
META Meta Platforms Inc. Class A Reduce -0.3% 0.12% −0.03
KO The Coca-Cola Co. Reduce -2.9% 0.25% −0.03
RTX RTX Corp. Reduce -0.4% 0.48% −0.02
CTSH Cognizant Tech Solutions-A Reduce -9.3% 0.61% −0.01
MRK Merck & Co. Inc. Reduce -9.4% 2.15% +0.00
GOOG Alphabet Inc. Class C Reduce -10.0% 1.86% +0.04

Portfolio Buys Q3 2025 → Q4 2025
VUG Vanguard Mrngstar GR ETF-Sui Add +70.6% 5.06% +1.75
VGT Vanguard Info Tech ETF Add +56.1% 6.19% +1.74
MCO Moody's Corp. New 0.63% +0.63
JKHY Jack Henry & Associates Inc. New 0.60% +0.60
ADP Automatic Data Processing New 0.58% +0.58
DPZ Domino's Pizza Inc. New 0.57% +0.57
CME Cme Group Inc. Add +138.8% 0.87% +0.46
AVY Avery Dennison Corp. Add +42.5% 0.90% +0.26
ACN Accenture PLC Class A Add +42.7% 0.87% +0.24
VYM Vanguard High DVD Yield ETF Add +48.9% 0.78% +0.20
VTI VG Morningstar TS MKT ETF-US New 0.18% +0.18
GOOGL Alphabet Inc. Class A Add +4.1% 0.93% +0.14
MU Micron Technology Inc. New 0.13% +0.13
MMSI Merit Medical Systems Inc. New 0.13% +0.13
VTV Vanguard Mrngstr Val ETF-Aui Add +19.5% 1.70% +0.13
UTHR United Therapeutics Corp. New 0.12% +0.12
RL Ralph Lauren Corp. New 0.12% +0.12
ELAN Elanco Animal Health Inc. New 0.11% +0.11
MCD McDonald's Corp. Add +19.1% 2.07% +0.11
CHWY Chewy Inc. Class A New 0.11% +0.11
THC Tenet Healthcare Corp. New 0.11% +0.11
CRH CRH PLC Add +77.2% 0.27% +0.11
PINS Pinterest Inc. Class A New 0.10% +0.10
JPM JPMorgan Chase & Co. Add +18.1% 1.58% +0.10
NVDA Nvidia Corp. Add +19.0% 2.02% +0.09
COP Conocophillips Add +21.2% 1.68% +0.09
SCHF Schwab Intl Equity ETF New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +15.9% 4.05% +0.09
AMZN Amazon.com Inc. Add +10.9% 2.44% +0.07
VXUS Vanguard Total Intl Stock Add +41.0% 0.23% +0.05
WMT Walmart Inc. Add +6.7% 2.93% +0.05
COST Costco Wholesale Corp. Add +25.2% 1.62% +0.04
VOO Vanguard S&P 500 ETF Add +17.3% 0.78% +0.04
AMCR Amcor PLC New 0.04% +0.04
ZM Zoom Communications Inc. Add +28.4% 0.12% +0.02
ABG Asbury Automotive Group Add +40.7% 0.12% +0.02
TOL Toll Brothers Inc. Add +35.3% 0.13% +0.02
AVT Avnet Inc. Add +42.2% 0.13% +0.02
EXEL Exelixis Inc. Add +21.8% 0.12% +0.01
PODD Insulet Corp. Add +39.9% 0.12% +0.01
FLEX Flex Ltd. Add +20.4% 0.13% +0.01
CAT Caterpillar Inc. Add +4.9% 0.13% +0.01
NBIX Neurocrine Biosciences Inc. Add +24.1% 0.12% +0.01
CHTR Charter Communications Inc. Class A Add +61.4% 0.12% +0.01
DY Dycom Industries Inc. Add +2.3% 0.16% +0.01
MPWR Monolithic Power Systems Inc. Add +18.6% 0.12% +0.00
NEE Nextera Energy Inc. Add +3.1% 0.17% −0.01
LOW Lowe's Cos Inc. Add +12.7% 0.13% −0.01
ACLS Axcelis Technologies Inc. Add +30.2% 0.12% −0.01
ABT Abbott Laboratories Add +20.5% 1.60% −0.01

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