MOKAN Wealth Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), MOKAN Wealth Management Inc. reported 109 stock positions worth $225.9 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.4% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.3%) and SS Spdrb B 3-12M T-Bill ETF (BILS, 6.0%). Compared with Q4 2025, it opened 12 new positions, sold out of 6, added to 52 and reduced 43. The biggest buy was Exxon Mobil (XOM, shares +359%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002053727
- Portfolio Value
- $225.9M (Q1 2026)
- SEC Filing
- 0002053727-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 109 stocks · $225.9M
| VGSH Vanguard Short-Term Treasury | 6.45% | 248,915 | $14.6M | Add +2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 6.35% | 156,518 | $14.3M | Add +2.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 5.96% | 135,356 | $13.5M | Add +4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.00% | 18,880 | $9.0M | Add +4.0% |
| WMT Walmart Inc. | 3.81% | 69,182 | $8.6M | Add +16.6% |
| AVGO Broadcom Inc. | 3.52% | 25,705 | $8.0M | Reduce -4.1% |
| NVDA Nvidia Corp. | 3.33% | 43,159 | $7.5M | Add +76.4% |
| AAPL Apple Inc. | 3.07% | 27,316 | $6.9M | Add +5.0% |
| AMZN Amazon.com Inc. | 2.66% | 28,834 | $6.0M | Add +21.0% |
| MSFT Microsoft Corp. | 2.48% | 15,124 | $5.6M | Add +10.6% |
| MRK Merck & Co. Inc. | 2.29% | 42,942 | $5.2M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 2.04% | 16,065 | $4.6M | Add +19.9% |
| XOM Exxon Mobil Corp. | 2.03% | 27,096 | $4.6M | Add +359.0% |
| JPM JPMorgan Chase & Co. | 2.01% | 15,429 | $4.5M | Add +39.6% |
| COP Conocophillips | 1.95% | 33,400 | $4.4M | Reduce -17.3% |
| ABBV Abbvie Inc. | 1.84% | 19,167 | $4.2M | Reduce -5.7% |
| MCD McDonald's Corp. | 1.69% | 12,262 | $3.8M | Reduce -19.9% |
| LLY Eli Lilly & Co. | 1.66% | 4,079 | $3.8M | New |
| COST Costco Wholesale Corp. | 1.62% | 3,658 | $3.7M | Reduce -13.8% |
| SCHD Schwab US DVD Equity ETF | 1.50% | 110,469 | $3.4M | Reduce -8.1% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 14,783 | $3.2M | Add +50.2% |
| HD Home Depot Inc. | 1.40% | 9,618 | $3.2M | Add +14.6% |
| CAT Caterpillar Inc. | 1.34% | 4,286 | $3.0M | Add +767.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.29% | 14,860 | $2.9M | Reduce -26.0% |
| DE Deere & Co. | 1.19% | 4,794 | $2.7M | New |
| GE General Electric filed as GE AEROSPACE | 1.07% | 8,485 | $2.4M | New |
| MU Micron Technology Inc. | 1.04% | 6,964 | $2.4M | Add +557.0% |
| LRCX Lam Research Corp. | 1.01% | 10,690 | $2.3M | New |
| AMD Advanced Micro Devices | 0.99% | 10,995 | $2.2M | New |
| NFLX Netflix Inc. | 0.99% | 23,168 | $2.2M | New |
| GOOGL Alphabet Inc. Class A | 0.93% | 7,291 | $2.1M | Add +9.0% |
| META Meta Platforms Inc. Class A | 0.93% | 3,656 | $2.1M | Add +835.0% |
| AMAT Applied Materials Inc. | 0.92% | 6,051 | $2.1M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 4,277 | $1.9M | Reduce -81.7% |
| VYM Vanguard High DVD Yield ETF | 0.82% | 12,514 | $1.9M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 0.74% | 2,818 | $1.7M | Add +1.0% |
| EOG EOG Resources Inc. | 0.71% | 11,021 | $1.6M | Reduce -39.1% |
| PG The Procter & Gamble Co. | 0.70% | 10,925 | $1.6M | Reduce -32.9% |
| CBOE Cboe Global Markets Inc. | 0.62% | 4,952 | $1.4M | Reduce -37.0% |
| PEP Pepsico Inc. | 0.61% | 8,912 | $1.4M | Reduce -33.6% |
| SNA Snap-on Inc. | 0.61% | 3,794 | $1.4M | Reduce -35.1% |
| ABT Abbott Laboratories | 0.61% | 13,361 | $1.4M | Reduce -53.7% |
| CME Cme Group Inc. | 0.60% | 4,564 | $1.3M | Reduce -36.1% |
| ACN Accenture PLC Class A | 0.59% | 6,717 | $1.3M | Reduce -8.3% |
| ITW Illinois Tool Works | 0.59% | 5,086 | $1.3M | Reduce -36.4% |
| AOS Smith (a.o.) Corp. | 0.53% | 18,258 | $1.2M | Reduce -7.6% |
| RTX RTX Corp. | 0.51% | 5,927 | $1.1M | Add +0.3% |
| JNJ Johnson & Johnson | 0.44% | 4,110 | $1.0M | Reduce -60.6% |
| CF CF Industries Holdings Inc. | 0.36% | 6,285 | $816K | Reduce -18.8% |
| V Visa Inc. Class A | 0.36% | 2,679 | $810K | Reduce -38.6% |
| GILD Gilead Sciences Inc. | 0.34% | 5,479 | $763K | Reduce -6.1% |
| YUM Yum! Brands Inc. | 0.33% | 4,774 | $742K | Reduce -48.7% |
| VZ Verizon Communications Inc. | 0.33% | 14,739 | $740K | Reduce -9.4% |
| PAYX Paychex Inc. | 0.32% | 7,918 | $730K | Reduce -35.3% |
| AON Aon PLC Class A | 0.31% | 2,202 | $711K | Reduce -43.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.31% | 7,835 | $706K | Add +20.9% |
| MCO Moody's Corp. | 0.31% | 1,612 | $703K | Reduce -41.8% |
| FOXA Fox Corp. Class A | 0.31% | 11,938 | $697K | Add +30.4% |
| HIMS Hims & Hers Health Inc. | 0.31% | 33,396 | $693K | Add +414.7% |
| FDS Factset Research Systems Inc. | 0.31% | 3,190 | $693K | New |
| CRH CRH PLC | 0.31% | 6,588 | $693K | Add +33.7% |
| CTSH Cognizant Tech Solutions-A | 0.30% | 11,053 | $678K | Reduce -33.8% |
| MO Altria Group Inc. | 0.30% | 10,191 | $672K | Reduce -4.1% |
| UTHR United Therapeutics Corp. | 0.30% | 1,131 | $670K | Add +106.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.30% | 4,223 | $668K | Reduce -43.3% |
| ADP Automatic Data Processing | 0.29% | 3,264 | $663K | Reduce -35.7% |
| ZTS Zoetis Inc. | 0.29% | 5,560 | $658K | Reduce -47.5% |
| TSLA Tesla Inc. | 0.29% | 1,766 | $656K | Reduce -0.2% |
| ACLS Axcelis Technologies Inc. | 0.29% | 6,995 | $651K | Add +104.2% |
| MRSH Marsh & McLennan Cos | 0.29% | 3,752 | $651K | New |
| KHC The Kraft Heinz Co. | 0.29% | 28,834 | $648K | Add +15.3% |
| CMCSA Comcast Corp. Class A | 0.28% | 22,310 | $640K | Reduce -1.1% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.28% | 9,777 | $640K | Add +94.7% |
| ZM Zoom Communications Inc. | 0.28% | 7,929 | $638K | Add +146.2% |
| VGT Vanguard Info Tech ETF | 0.28% | 910 | $635K | Reduce -95.1% |
| AVY Avery Dennison Corp. | 0.28% | 3,648 | $629K | Reduce -67.2% |
| DPZ Domino's Pizza Inc. | 0.28% | 1,755 | $629K | Reduce -42.8% |
| KMB Kimberly-Clark Corp. | 0.28% | 6,488 | $626K | Add +8.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 22,787 | $622K | Add +5.9% |
| CL Colgate-Palmolive Co. | 0.27% | 7,149 | $609K | Reduce -8.0% |
| AVT Avnet Inc. | 0.27% | 9,837 | $606K | Add +67.5% |
| NBIX Neurocrine Biosciences Inc. | 0.27% | 4,585 | $604K | Add +136.0% |
| ELAN Elanco Animal Health Inc. | 0.27% | 25,177 | $602K | Add +122.9% |
| MPWR Monolithic Power Systems Inc. | 0.27% | 542 | $600K | Add +84.3% |
| EXEL Exelixis Inc. | 0.26% | 13,925 | $597K | Add +129.5% |
| KO The Coca-Cola Co. | 0.26% | 7,829 | $595K | Reduce -4.6% |
| LII Lennox International Inc. | 0.26% | 1,271 | $588K | New |
| GIS General Mills Inc. | 0.26% | 15,721 | $585K | Add +16.4% |
| CAG Conagra Brands Inc. | 0.26% | 36,667 | $576K | Add +3.5% |
| CHWY Chewy Inc. Class A | 0.25% | 20,842 | $563K | Add +175.7% |
| TOL Toll Brothers Inc. | 0.25% | 4,110 | $561K | Add +94.6% |
| RL Ralph Lauren Corp. | 0.25% | 1,627 | $559K | Add +119.3% |
| ABG Asbury Automotive Group | 0.25% | 2,843 | $554K | Add +136.3% |
| MMSI Merit Medical Systems Inc. | 0.24% | 7,844 | $541K | Add +143.5% |
| VXUS Vanguard Total Intl Stock | 0.23% | 6,845 | $528K | Add +0.1% |
| TOST Toast Inc. Class A | 0.23% | 19,877 | $527K | New |
| PODD Insulet Corp. | 0.23% | 2,453 | $515K | Add +167.8% |
| HALO Halozyme Therapeutics Inc. | 0.22% | 7,601 | $491K | New |
| THC Tenet Healthcare Corp. | 0.21% | 2,493 | $471K | Add +108.1% |
| NEE Nextera Energy Inc. | 0.19% | 4,685 | $435K | Add +0.7% |
Portfolio Sells Q4 2025 → Q1 2026
| VGT Vanguard Info Tech ETF | Reduce -95.1% | 0.28% | −5.91 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -81.7% | 0.83% | −4.23 |
| ABT Abbott Laboratories | Reduce -53.7% | 0.61% | −1.00 |
| AVY Avery Dennison Corp. | Reduce -67.2% | 0.28% | −0.62 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.61 |
| AVGO Broadcom Inc. | Reduce -4.1% | 3.52% | −0.60 |
| JNJ Johnson & Johnson | Reduce -60.6% | 0.44% | −0.51 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -26.0% | 1.29% | −0.41 |
| MCD McDonald's Corp. | Reduce -19.9% | 1.69% | −0.39 |
| PG The Procter & Gamble Co. | Reduce -32.9% | 0.70% | −0.34 |
| V Visa Inc. Class A | Reduce -38.6% | 0.36% | −0.32 |
| MCO Moody's Corp. | Reduce -41.8% | 0.31% | −0.32 |
| CTSH Cognizant Tech Solutions-A | Reduce -33.8% | 0.30% | −0.31 |
| JKHY Jack Henry & Associates Inc. | Reduce -43.3% | 0.30% | −0.31 |
| ZTS Zoetis Inc. | Reduce -47.5% | 0.29% | −0.30 |
| YUM Yum! Brands Inc. | Reduce -48.7% | 0.33% | −0.30 |
| AON Aon PLC Class A | Reduce -43.5% | 0.31% | −0.29 |
| USB US Bancorp | Sold out | 0.00% | −0.29 |
| DPZ Domino's Pizza Inc. | Reduce -42.8% | 0.28% | −0.29 |
| ITW Illinois Tool Works | Reduce -36.4% | 0.59% | −0.29 |
| ADP Automatic Data Processing | Reduce -35.7% | 0.29% | −0.29 |
| PAYX Paychex Inc. | Reduce -35.3% | 0.32% | −0.29 |
| SNA Snap-on Inc. | Reduce -35.1% | 0.61% | −0.28 |
| ACN Accenture PLC Class A | Reduce -8.3% | 0.59% | −0.28 |
| CME Cme Group Inc. | Reduce -36.1% | 0.60% | −0.27 |
| CBOE Cboe Global Markets Inc. | Reduce -37.0% | 0.62% | −0.26 |
| PEP Pepsico Inc. | Reduce -33.6% | 0.61% | −0.24 |
| ABBV Abbvie Inc. | Reduce -5.7% | 1.84% | −0.22 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.16 |
| EOG EOG Resources Inc. | Reduce -39.1% | 0.71% | −0.14 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.12 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.29% | −0.06 |
| AOS Smith (a.o.) Corp. | Reduce -7.6% | 0.53% | −0.05 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 0.09% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -14.0% | 0.11% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -12.7% | 0.18% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.1% | 0.28% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -13.8% | 1.62% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -8.0% | 0.27% | −0.00 |
| KO The Coca-Cola Co. | Reduce -4.6% | 0.26% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -6.1% | 0.34% | +0.02 |
| MO Altria Group Inc. | Reduce -4.1% | 0.30% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -9.4% | 0.33% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.1% | 1.50% | +0.04 |
| CF CF Industries Holdings Inc. | Reduce -18.8% | 0.36% | +0.10 |
| MRK Merck & Co. Inc. | Reduce -7.0% | 2.29% | +0.13 |
| COP Conocophillips | Reduce -17.3% | 1.95% | +0.27 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +359.0% | 2.03% | +1.72 |
| LLY Eli Lilly & Co. | New | 1.66% | +1.66 |
| NVDA Nvidia Corp. | Add +76.4% | 3.33% | +1.31 |
| CAT Caterpillar Inc. | Add +767.6% | 1.34% | +1.22 |
| DE Deere & Co. | New | 1.19% | +1.19 |
| GE General Electric | New | 1.07% | +1.07 |
| LRCX Lam Research Corp. | New | 1.01% | +1.01 |
| AMD Advanced Micro Devices | New | 0.99% | +0.99 |
| NFLX Netflix Inc. | New | 0.99% | +0.99 |
| AMAT Applied Materials Inc. | New | 0.92% | +0.92 |
| MU Micron Technology Inc. | Add +557.0% | 1.04% | +0.91 |
| WMT Walmart Inc. | Add +16.6% | 3.81% | +0.87 |
| META Meta Platforms Inc. Class A | Add +835.0% | 0.93% | +0.81 |
| VIG Vanguard Dividend Apprec ETF | Add +50.2% | 1.41% | +0.45 |
| JPM JPMorgan Chase & Co. | Add +39.6% | 2.01% | +0.43 |
| FDS Factset Research Systems Inc. | New | 0.31% | +0.31 |
| MRSH Marsh & McLennan Cos | New | 0.29% | +0.29 |
| LII Lennox International Inc. | New | 0.26% | +0.26 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +4.2% | 5.96% | +0.24 |
| TOST Toast Inc. Class A | New | 0.23% | +0.23 |
| AMZN Amazon.com Inc. | Add +21.0% | 2.66% | +0.22 |
| HALO Halozyme Therapeutics Inc. | New | 0.22% | +0.22 |
| HIMS Hims & Hers Health Inc. | Add +414.7% | 0.31% | +0.21 |
| UTHR United Therapeutics Corp. | Add +106.4% | 0.30% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +19.9% | 2.04% | +0.18 |
| ACLS Axcelis Technologies Inc. | Add +104.2% | 0.29% | +0.17 |
| ZM Zoom Communications Inc. | Add +146.2% | 0.28% | +0.16 |
| ELAN Elanco Animal Health Inc. | Add +122.9% | 0.27% | +0.15 |
| FLEX Flex Ltd. | Add +94.7% | 0.28% | +0.15 |
| MPWR Monolithic Power Systems Inc. | Add +84.3% | 0.27% | +0.15 |
| EXEL Exelixis Inc. | Add +129.5% | 0.26% | +0.15 |
| NBIX Neurocrine Biosciences Inc. | Add +136.0% | 0.27% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2.3% | 6.35% | +0.14 |
| AVT Avnet Inc. | Add +67.5% | 0.27% | +0.14 |
| VGSH Vanguard Short-Term Treasury | Add +2.8% | 6.45% | +0.14 |
| CHWY Chewy Inc. Class A | Add +175.7% | 0.25% | +0.14 |
| RL Ralph Lauren Corp. | Add +119.3% | 0.25% | +0.13 |
| TOL Toll Brothers Inc. | Add +94.6% | 0.25% | +0.12 |
| ABG Asbury Automotive Group | Add +136.3% | 0.25% | +0.12 |
| HD Home Depot Inc. | Add +14.6% | 1.40% | +0.12 |
| MMSI Merit Medical Systems Inc. | Add +143.5% | 0.24% | +0.11 |
| PODD Insulet Corp. | Add +167.8% | 0.23% | +0.11 |
| THC Tenet Healthcare Corp. | Add +108.1% | 0.21% | +0.10 |
| CVX Chevron Corp. | Add +2.7% | 0.19% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +2.7% | 0.82% | +0.04 |
| CRH CRH PLC | Add +33.7% | 0.31% | +0.03 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.19% | +0.03 |
| RTX RTX Corp. | Add +0.3% | 0.51% | +0.03 |
| KHC The Kraft Heinz Co. | Add +15.3% | 0.29% | +0.02 |
| TROW T Rowe Price Group Inc. | Add +20.9% | 0.31% | +0.02 |
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 |