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

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

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%
CVX Chevron Corp. 0.19% 2,043 $423K Add +2.7%
TMUS T-Mobile US Inc. 0.18% 1,949 $409K Reduce -12.7%
VTI VG Morningstar TS MKT ETF-US 0.17% 1,214 $389K Add +1.3%
DY Dycom Industries Inc. 0.17% 1,109 $375K Add +5.1%
LOW Lowe's Cos Inc. 0.11% 1,065 $252K Reduce -14.0%
BA The Boeing Co. 0.10% 1,182 $235K No change
UNH Unitedhealth Group Inc. 0.09% 785 $213K Reduce -10.5%
SCHF Schwab Intl Equity ETF 0.09% 8,521 $211K No change
HRB H&R Block Inc. filed as BLOCK H & R INC 0.09% 6,351 $202K Add +0.9%

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

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