§ 13F · FUND PROFILE
MOKAN Wealth Management Inc..
AUM · $262M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 267K | $16M | 5.9% | +7% |
| 2 | BIL | SPDR SERIES TRUST | 168K | $15M | 5.9% | +7% |
| 3 | BILS | SPDR SERIES TRUST | 146K | $14M | 5.5% | +8% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $11M | 4.0% | +12% |
| 5 | WMT | WALMART INC | 89K | $10M | 3.8% | +28% |
| 6 | AVGO | BROADCOM INC | 26K | $10M | 3.8% | +2% |
| 7 | NVDA | NVIDIA CORPORATION | 45K | $9M | 3.5% | +5% |
| 8 | AAPL | APPLE INC | 30K | $9M | 3.3% | +10% |
| 9 | AMZN | AMAZON COM INC | 33K | $8M | 3.0% | +15% |
| 10 | MSFT | MICROSOFT CORP | 19K | $7M | 2.6% | +23% |
§ 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 $262 million in assets. The fund runs a portfolio of 95 positions.
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