§ 13F · FUND PROFILE
MOKAN Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.9T (13F)Positions · 82Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 242K | $14.2T | 6.3% | +11% |
| 2 | BIL | SPDR SERIES TRUST | 153K | $14.0T | 6.2% | +11% |
| 3 | VGT | VANGUARD WORLD FD | 19K | $14.0T | 6.2% | +56% |
| 4 | BILS | SPDR SERIES TRUST | 130K | $12.9T | 5.7% | +12% |
| 5 | VUG | VANGUARD INDEX FDS | 23K | $11.4T | 5.1% | +71% |
| 6 | AVGO | BROADCOM INC | 27K | $9.3T | 4.1% | +6% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 18K | $9.1T | 4.0% | +16% |
| 8 | AAPL | APPLE INC | 26K | $7.1T | 3.1% | −2% |
| 9 | MSFT | MICROSOFT CORP | 14K | $6.6T | 2.9% | +12% |
| 10 | WMT | WALMART INC | 59K | $6.6T | 2.9% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOKAN SIGNAL
AC read
MOKAN Wealth Management Inc. is a Other fund managing $178926.6 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed