§ 13F · FUND PROFILE
MOKAN Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199M (13F)Positions · 99Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 249K | $15M | 6.4% | +3% |
| 2 | BIL | SPDR SERIES TRUST | 157K | $14M | 6.3% | +2% |
| 3 | BILS | SPDR SERIES TRUST | 135K | $13M | 6.0% | +4% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $9M | 4.0% | +4% |
| 5 | WMT | WALMART INC | 69K | $9M | 3.8% | +17% |
| 6 | AVGO | BROADCOM INC | 26K | $8M | 3.5% | −4% |
| 7 | NVDA | NVIDIA CORPORATION | 43K | $8M | 3.3% | +76% |
| 8 | AAPL | APPLE INC | 27K | $7M | 3.1% | +5% |
| 9 | AMZN | AMAZON COM INC | 29K | $6M | 2.7% | +21% |
| 10 | MSFT | MICROSOFT CORP | 15K | $6M | 2.5% | +11% |
§ 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 $199 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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