Mokan Wealth Management Inc. Top Holdings and 13F Report (2026)

About Mokan Wealth Management Inc.

Investment Activity

Mokan Wealth Management Inc. has $261.74 million in total holdings as of June 30, 2026.
Mokan Wealth Management Inc. owns shares of 95 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 15.81% of the portfolio was purchased this quarter.
About 10.51% of the portfolio was sold this quarter.
This quarter, Mokan Wealth Management Inc. has purchased 109 new stocks and bought additional shares in 59 stocks.
Mokan Wealth Management Inc. sold shares of 18 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Vanguard Short-Term Treasury ETF: $15,525,707
SPDR Bloomberg 1-3 Month T-Bill ETF: $15,361,538
SPDR Bloomberg 3-12 Month T-Bill ETF: $14,464,141
Berkshire Hathaway: $10,592,145
WALMART INC: $10,023,994

Largest New Holdings this Quarter

743315103 - Progressive: $1,112,642 Holding
458140100 - Intel: $885,508 Holding
17275R102 - Cisco Systems: $724,204 Holding
697435105 - Palo Alto Networks: $612,223 Holding
22788C105 - CrowdStrike: $506,312 Holding

Largest Purchases this Quarter

WALMART INC: 19,319 shares (about $2.19M)
Vanguard Growth ETF: 22,698 shares (about $1.96M)
Microsoft: 3,439 shares (about $1.28M)
AbbVie: 4,668 shares (about $1.17M)
Home Depot: 3,274 shares (about $1.15M)

Largest Sales this Quarter

Advanced Micro Devices: 3,318 shares (about $1.93M)
Micron Technology: 1,398 shares (about $1.61M)
Flex: 8,149 shares (about $1.32M)
Visa: 1,945 shares (about $668.75K)
Alphabet: 1,516 shares (about $535.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGSH Vanguard Short-Term Treasury ETF	$15,525,707	$1,039,032 â–²	7.2%	266,768	5.9%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$15,361,538	$1,017,785 â–²	7.1%	167,624	5.9%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$14,464,141	$1,012,667 â–²	7.5%	145,546	5.5%	ETF
BRK.B Berkshire Hathaway	$10,592,145	$1,144,880 â–²	12.1%	21,168	4.0%	Finance
WALMART INC	$10,023,994	$2,188,151 â–²	27.9%	88,501	3.8%	COM
AVGO Broadcom	$9,871,058	$162,409 â–²	1.7%	26,135	3.8%	Computer and Technology
NVDA NVIDIA	$9,086,146	$449,455 â–²	5.2%	45,405	3.5%	Computer and Technology
AAPL Apple	$8,662,225	$759,438 â–²	9.6%	29,941	3.3%	Computer and Technology
AMZN Amazon.com	$7,881,626	$1,007,494 â–²	14.7%	33,060	3.0%	Retail/Wholesale
MSFT Microsoft	$6,924,480	$1,282,836 â–²	22.7%	18,563	2.6%	Computer and Technology
MU Micron Technology	$6,429,797	$1,614,958 â–¼	-20.1%	5,566	2.5%	Computer and Technology
MRK Merck & Co., Inc.	$6,294,916	$777,131 â–²	14.1%	48,990	2.4%	Medical
JPM JPMorgan Chase & Co.	$6,044,532	$994,384 â–²	19.7%	18,467	2.3%	Finance
ABBV AbbVie	$5,999,539	$1,174,988 â–²	24.4%	23,835	2.3%	Medical
GOOG Alphabet	$5,143,410	$535,941 â–¼	-9.4%	14,549	2.0%	Computer and Technology
LLY Eli Lilly and Company	$5,051,125	$154,847 â–²	3.2%	4,208	1.9%	Medical
AMAT Applied Materials	$4,712,749	$338,329 â–²	7.7%	6,519	1.8%	Computer and Technology
CAT Caterpillar	$4,702,080	$128,064 â–²	2.8%	4,406	1.8%	Industrials
LAM RESEARCH CORP	$4,616,013	$16,032 â–¼	-0.3%	10,653	1.8%	COM NEW
HD Home Depot	$4,542,992	$1,153,720 â–²	34.0%	12,892	1.7%	Retail/Wholesale
COST Costco Wholesale	$4,533,655	$1,120,584 â–²	32.8%	4,859	1.7%	Retail/Wholesale
AMD Advanced Micro Devices	$4,464,993	$1,929,770 â–¼	-30.2%	7,677	1.7%	Computer and Technology
XOM ExxonMobil	$4,435,446	$731,129 â–²	19.7%	32,444	1.7%	Energy
MCD McDonald's	$4,326,694	$1,011,860 â–²	30.5%	16,005	1.7%	Retail/Wholesale
GE GE Aerospace	$4,263,504	$1,093,800 â–²	34.5%	11,413	1.6%	Aerospace
COP ConocoPhillips	$4,146,271	$673,978 â–²	19.4%	39,883	1.6%	Energy
DE Deere & Company	$4,135,947	$1,098,611 â–²	36.2%	6,528	1.6%	Industrials
VIG Vanguard Dividend Appreciation ETF	$3,631,969	$134,386 â–²	3.8%	15,351	1.4%	ETF
GOOGL Alphabet	$3,623,057	$1,017,701 â–²	39.1%	10,139	1.4%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$3,555,444	$52,292 â–²	1.5%	112,118	1.4%	ETF
VTV Vanguard Value ETF	$3,336,324	$96,158 â–²	3.0%	15,301	1.3%	ETF
META Meta Platforms	$3,142,529	$1,080,967 â–²	52.4%	5,573	1.2%	Computer and Technology
NFLX Netflix	$2,402,671	$748,335 â–²	45.2%	33,648	0.9%	Consumer Discretionary
VUG Vanguard Growth ETF	$2,323,630	$1,955,209 â–²	530.7%	26,975	0.9%	ETF
VOO Vanguard S&P 500 ETF	$2,094,692	$160,602 â–²	8.3%	3,052	0.8%	ETF
VYM Vanguard High Dividend Yield ETF	$2,028,850	$52,743 â–²	2.7%	12,848	0.8%	Financial Services
JNJ Johnson & Johnson	$1,492,078	$447,725 â–²	42.9%	5,872	0.6%	Medical
TSLA Tesla	$1,481,899	$738,424 â–²	99.3%	3,520	0.6%	Auto/Tires/Trucks
PG Procter & Gamble	$1,478,917	$122,864 â–¼	-7.7%	10,087	0.6%	Consumer Staples
SNA Snap-On	$1,315,676	$212,700 â–¼	-13.9%	3,266	0.5%	Consumer Discretionary
GILD Gilead Sciences	$1,314,925	$622,120 â–²	89.8%	10,399	0.5%	Medical
ITW Illinois Tool Works	$1,275,989	$99,526 â–¼	-7.2%	4,718	0.5%	Industrials
PEP PepsiCo	$1,273,144	$66,993 â–²	5.6%	9,407	0.5%	Consumer Staples
AOS A. O. Smith	$1,225,503	$80,287 â–²	7.0%	19,538	0.5%	Industrials
PAYX Paychex	$1,223,529	$444,821 â–²	57.1%	12,441	0.5%	Computer and Technology
TROW T. Rowe Price Group	$1,211,616	$321,173 â–²	36.1%	10,661	0.5%	Finance
KIMBERLY-CLARK CORP	$1,177,358	$464,726 â–²	65.2%	10,719	0.4%	COM
RTX RTX	$1,129,309	$4,743 â–²	0.4%	5,952	0.4%	Aerospace
PGR Progressive	$1,112,642	$1,112,642 â–²	New Holding	5,097	0.4%	Finance
GIS General Mills	$1,073,174	$526,095 â–²	96.2%	30,839	0.4%	Consumer Staples
AVY Avery Dennison	$1,067,628	$475,367 â–²	80.3%	6,576	0.4%	Industrials
KHC Kraft Heinz	$1,055,374	$374,324 â–²	55.0%	44,682	0.4%	Consumer Staples
CL Colgate-Palmolive	$1,055,176	$399,509 â–²	60.9%	11,505	0.4%	Consumer Staples
MO Altria Group	$1,026,102	$292,997 â–²	40.0%	14,264	0.4%	Consumer Staples
EOG EOG Resources	$1,016,914	$411,691 â–¼	-28.8%	7,845	0.4%	Energy
CMCSA Comcast	$1,015,721	$468,030 â–²	85.5%	41,375	0.4%	Consumer Discretionary
VICI VICI Properties	$964,910	$359,946 â–²	59.5%	36,345	0.4%	Finance
VZ Verizon Communications	$960,182	$336,191 â–²	53.9%	22,680	0.4%	Computer and Technology
CF CF Industries	$905,081	$224,728 â–²	33.0%	8,361	0.3%	Basic Materials
CME CME Group	$903,091	$104,661 â–¼	-10.4%	4,090	0.3%	Finance
INTC Intel	$885,508	$885,508 â–²	New Holding	6,347	0.3%	Computer and Technology
CBOE Cboe Global Markets	$838,430	$363,279 â–¼	-30.2%	3,455	0.3%	Financial Services
ACN Accenture	$773,098	$63,118 â–¼	-7.5%	6,210	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$760,317	$651,530 â–²	598.9%	6,360	0.3%	ETF
CSCO Cisco Systems	$724,204	$724,204 â–²	New Holding	6,166	0.3%	Computer and Technology
ABT Abbott Laboratories	$717,616	$494,223 â–¼	-40.8%	7,912	0.3%	Medical
NEE NextEra Energy	$665,005	$253,874 â–²	61.8%	7,578	0.3%	Utilities
KO CocaCola	$628,495	$7,885 â–¼	-1.2%	7,732	0.2%	Consumer Staples
PANW Palo Alto Networks	$612,223	$612,223 â–²	New Holding	1,795	0.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$606,815	$21,629 â–²	3.7%	7,098	0.2%	ETF
TMUS T-Mobile US	$579,950	$252,984 â–²	77.4%	3,457	0.2%	Computer and Technology
DY Dycom Industries	$549,034	$11,112 â–¼	-2.0%	1,087	0.2%	Construction
CRWD CrowdStrike	$506,312	$506,312 â–²	New Holding	663	0.2%	Computer and Technology
GRMN Garmin	$486,677	$486,677 â–²	New Holding	2,049	0.2%	Computer and Technology
KLAC KLA	$470,574	$470,574 â–²	New Holding	1,555	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$450,382	$1,110 â–²	0.2%	1,217	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$361,929	$361,929 â–²	New Holding	3,106	0.1%	CL A
TXN Texas Instruments	$355,601	$355,601 â–²	New Holding	1,186	0.1%	Computer and Technology
CVX Chevron	$342,010	$3,480 â–²	1.0%	2,064	0.1%	Energy
LINDE PLC	$328,869	$328,869 â–²	New Holding	632	0.1%	SHS
MRVL Marvell Technology	$326,774	$326,774 â–²	New Holding	1,093	0.1%	Computer and Technology
AMGN Amgen	$326,746	$326,746 â–²	New Holding	905	0.1%	Medical
QCOM Qualcomm	$303,245	$303,245 â–²	New Holding	1,645	0.1%	Computer and Technology
UNH UnitedHealth Group	$301,284	$24,036 â–¼	-7.4%	727	0.1%	Medical
CRH PLC	$298,102	$406,814 â–¼	-57.7%	2,786	0.1%	ORD
FLEX Flex	$263,697	$1,319,943 â–¼	-83.3%	1,628	0.1%	Computer and Technology
ADI Analog Devices	$260,550	$260,550 â–²	New Holding	656	0.1%	Computer and Technology
BA Boeing	$255,868		0.0%	1,182	0.1%	Aerospace
V Visa	$252,372	$668,751 â–¼	-72.6%	734	0.1%	Business Services
HRB H&R Block	$245,015	$3,161 â–²	1.3%	6,434	0.1%	Consumer Discretionary
MA Mastercard	$237,501	$237,501 â–²	New Holding	463	0.1%	Business Services
SCHF Schwab International Equity ETF	$237,451	$1,413 â–²	0.6%	8,572	0.1%	ETF
LOW Lowe's Companies	$235,709	$1,101 â–²	0.5%	1,070	0.1%	Retail/Wholesale
PM Philip Morris International	$218,721	$218,721 â–²	New Holding	1,211	0.1%	Consumer Staples
BAC Bank of America	$206,259	$206,259 â–²	New Holding	3,620	0.1%	Finance
YUM Yum! Brands	$0	$741,634 â–¼	-100.0%	0	0.0%	Retail/Wholesale
AON AON	$0	$711,314 â–¼	-100.0%	0	0.0%	Finance
MCO Moody's	$0	$703,121 â–¼	-100.0%	0	0.0%	Finance
FOXA FOX	$0	$697,236 â–¼	-100.0%	0	0.0%	Consumer Discretionary
HIMS Hims & Hers Health	$0	$693,412 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Mokan Wealth Management Inc. Top Holdings and 13F Report (2026)

About Mokan Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mokan Wealth Management Inc. Top Holdings and 13F Report (2026)

About Mokan Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMokan Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools