MOKAN Wealth Management Inc.

13F filer · CIK 0002053727

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$262MU.S. long equity reported on 13F

Positions8317 new · 31 closed

Net flow last quarter+$6.35MBuys minus sells

Top 10 positions weight31.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202683 positions
BRK.BBerkshire Hathaway Inc	$10.6M	4.05%	Not reported	+12.1%	Q4 2024
WMTWalmart Inc.	$10M	3.83%	0.00%	+27.9%	Q4 2024
AVGOBroadcom Inc.	$9.87M	3.77%	0.00%	+1.7%	Q4 2024
NVDANvidia Corp	$9.09M	3.47%	0.00%	+5.2%	Q4 2024
AAPLApple Inc.	$8.66M	3.31%	0.00%	+9.6%	Q4 2024
AMZNAmazon Com Inc	$7.88M	3.01%	0.00%	+14.7%	Q4 2024
MSFTMicrosoft Corp	$6.92M	2.65%	0.00%	+22.7%	Q4 2024
MUMicron Technology Inc	$6.43M	2.46%	0.00%	-20.1%	Q4 2025
MRKMerck & Co., Inc.	$6.29M	2.40%	0.00%	+14.1%	Q4 2024
JPMJPMorgan Chase & Co	$6.04M	2.31%	0.00%	+19.7%	Q3 2025
ABBVAbbVie Inc.	$6M	2.29%	0.00%	+24.4%	Q4 2024
GOOGAlphabet Inc.	$5.14M	1.97%	Not reported	-9.4%	Q4 2024
LLYELI LILLY & Co	$5.05M	1.93%	0.00%	+3.2%	Q1 2026
AMATApplied Materials Inc	$4.71M	1.80%	0.00%	+7.7%	Q1 2026
CATCaterpillar Inc	$4.7M	1.80%	0.00%	+2.8%	Q3 2025
LRCXLam Research Corp	$4.62M	1.76%	0.00%	-0.4%	Q1 2026
HDHome Depot, Inc.	$4.54M	1.74%	0.00%	+34.0%	Q4 2024
COSTCostco Wholesale Corp	$4.53M	1.73%	0.00%	+32.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$4.46M	1.71%	0.00%	-30.2%	Q1 2026
XOMExxonMobil Holdings Corp	$4.44M	1.69%	0.00%	+19.7%	Q4 2024
MCDMcdonalds Corp	$4.33M	1.65%	0.00%	+30.5%	Q4 2024
GEGeneral Electric Co	$4.26M	1.63%	0.00%	+34.5%	Q1 2026
COPConocophillips	$4.15M	1.58%	0.00%	+19.4%	Q4 2024
DEDeere & Co	$4.14M	1.58%	0.00%	+36.2%	Q1 2026
GOOGLAlphabet Inc.	$3.62M	1.38%	0.00%	+39.1%	Q4 2024
METAMeta Platforms, Inc.	$3.14M	1.20%	Not reported	+52.4%	Q1 2025
NFLXNetflix Inc	$2.4M	0.92%	0.00%	+45.2%	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.03M	0.78%	Not reported	+2.7%	Q4 2024
JNJJohnson & Johnson	$1.49M	0.57%	0.00%	+42.9%	Q4 2024
TSLATesla, Inc.	$1.48M	0.57%	0.00%	+99.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.48M	0.57%	0.00%	-7.7%	Q4 2024
SNASnap-on Inc	$1.32M	0.50%	0.01%	-13.9%	Q4 2024
GILDGilead Sciences, Inc.	$1.31M	0.50%	0.00%	+89.8%	Q4 2024
ITWIllinois Tool Works Inc	$1.28M	0.49%	0.00%	-7.2%	Q4 2024
PEPPepsico Inc	$1.27M	0.49%	0.00%	+5.6%	Q4 2024
AOSSmith A O Corp	$1.23M	0.47%	0.01%	+7.0%	Q3 2025
PAYXPaychex Inc	$1.22M	0.47%	0.00%	+57.1%	Q4 2024
TROWPrice T Rowe Group Inc	$1.21M	0.46%	0.01%	+36.1%	Q4 2024
KMBKimberly Clark Corp	$1.18M	0.45%	0.00%	+65.2%	Q4 2024
RTXRTX Corp	$1.13M	0.43%	0.00%	+0.4%	Q4 2024
PGRProgressive Corp	$1.11M	0.43%	0.00%	New	Q2 2026
GISGeneral Mills Inc	$1.07M	0.41%	0.01%	+96.2%	Q4 2024
AVYAvery Dennison Corp	$1.07M	0.41%	0.01%	+80.3%	Q2 2025
KHCKraft Heinz Co	$1.06M	0.40%	0.00%	+55.0%	Q3 2025
CLColgate Palmolive Co	$1.06M	0.40%	0.00%	+60.9%	Q4 2024
MOAltria Group, Inc.	$1.03M	0.39%	0.00%	+40.0%	Q4 2024
EOGEog Resources Inc	$1.02M	0.39%	0.00%	-28.8%	Q4 2024
CMCSAComcast Corp	$1.02M	0.39%	0.00%	+85.5%	Q4 2024
VICIVici Properties Inc.	$965K	0.37%	0.00%	+59.5%	Q4 2024
VZVerizon Communications Inc	$960K	0.37%	0.00%	+53.9%	Q4 2024

Q1 2026Reported May 1, 202697 positions
BRK.BBerkshire Hathaway Inc	$9.04M	4.00%	Not reported	+4.0%	Q4 2024
WMTWalmart Inc.	$8.6M	3.81%	0.00%	+16.6%	Q4 2024
AVGOBroadcom Inc.	$7.95M	3.52%	0.00%	-4.1%	Q4 2024
NVDANvidia Corp	$7.53M	3.33%	0.00%	+76.4%	Q4 2024
AAPLApple Inc.	$6.93M	3.07%	0.00%	+5.0%	Q4 2024
AMZNAmazon Com Inc	$6.01M	2.66%	0.00%	+21.0%	Q4 2024
MSFTMicrosoft Corp	$5.6M	2.48%	0.00%	+10.6%	Q4 2024
MRKMerck & Co., Inc.	$5.17M	2.29%	0.00%	-7.0%	Q4 2024
GOOGAlphabet Inc.	$4.61M	2.04%	Not reported	+19.9%	Q4 2024
XOMExxonMobil Holdings Corp	$4.6M	2.03%	0.00%	+359.0%	Q4 2024
JPMJPMorgan Chase & Co	$4.54M	2.01%	0.00%	+39.6%	Q3 2025
COPConocophillips	$4.41M	1.95%	0.00%	-17.3%	Q4 2024
ABBVAbbVie Inc.	$4.17M	1.84%	0.00%	-5.7%	Q4 2024
MCDMcdonalds Corp	$3.81M	1.69%	0.00%	-19.9%	Q4 2024
LLYELI LILLY & Co	$3.76M	1.66%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$3.65M	1.62%	0.00%	-13.8%	Q4 2024
HDHome Depot, Inc.	$3.16M	1.40%	0.00%	+14.6%	Q4 2024
CATCaterpillar Inc	$3.04M	1.34%	0.00%	+767.6%	Q3 2025
DEDeere & Co	$2.7M	1.19%	0.00%	New	Q1 2026
GEGeneral Electric Co	$2.41M	1.07%	0.00%	New	Q1 2026
MUMicron Technology Inc	$2.35M	1.04%	0.00%	+557.0%	Q4 2025
LRCXLam Research Corp	$2.29M	1.01%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$2.24M	0.99%	0.00%	New	Q1 2026
NFLXNetflix Inc	$2.23M	0.99%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$2.1M	0.93%	0.00%	+9.0%	Q4 2024
METAMeta Platforms, Inc.	$2.1M	0.93%	Not reported	+835.0%	Q1 2025
AMATApplied Materials Inc	$2.07M	0.92%	0.00%	New	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.85M	0.82%	Not reported	+2.7%	Q4 2024
EOGEog Resources Inc	$1.59M	0.71%	0.00%	-39.1%	Q4 2024
PGPROCTER & GAMBLE Co	$1.58M	0.70%	0.00%	-32.9%	Q4 2024
CBOECboe Global Markets, Inc.	$1.39M	0.62%	0.00%	-37.0%	Q4 2024
PEPPepsico Inc	$1.38M	0.61%	0.00%	-33.6%	Q4 2024
SNASnap-on Inc	$1.38M	0.61%	0.01%	-35.1%	Q4 2024
ABTAbbott Laboratories	$1.37M	0.61%	0.00%	-53.7%	Q4 2024
CMECme Group Inc.	$1.35M	0.60%	0.00%	-36.1%	Q4 2024
ACNAccenture plc	$1.33M	0.59%	0.00%	-8.3%	Q4 2024
ITWIllinois Tool Works Inc	$1.32M	0.59%	0.00%	-36.4%	Q4 2024
AOSSmith A O Corp	$1.2M	0.53%	0.01%	-7.6%	Q3 2025
RTXRTX Corp	$1.14M	0.51%	0.00%	+0.3%	Q4 2024
JNJJohnson & Johnson	$1M	0.44%	0.00%	-60.6%	Q4 2024
CFCF Industries Holdings, Inc.	$816K	0.36%	0.00%	-18.8%	Q4 2024
VVisa Inc.	$810K	0.36%	0.00%	-38.7%	Q4 2024
GILDGilead Sciences, Inc.	$763K	0.34%	0.00%	-6.1%	Q4 2024
YUMYum Brands Inc	$742K	0.33%	0.00%	-48.7%	Q4 2024
VZVerizon Communications Inc	$740K	0.33%	0.00%	-9.4%	Q4 2024
PAYXPaychex Inc	$730K	0.32%	0.00%	-35.3%	Q4 2024
AONAon plc	$711K	0.31%	0.00%	-43.5%	Q4 2024
TROWPrice T Rowe Group Inc	$706K	0.31%	0.00%	+20.9%	Q4 2024
MCOMoodys Corp	$703K	0.31%	0.00%	-41.8%	Q4 2025
FOXAFox Corp	$697K	0.31%	1193800.00%	+30.4%	Q4 2024

Q4 2025Reported Jan 26, 202691 positions
AVGOBroadcom Inc.	$9.28M	4.12%	0.00%	+5.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$9.13M	4.05%	Not reported	+15.9%	Q4 2024
AAPLApple Inc.	$7.07M	3.14%	0.00%	-2.2%	Q4 2024
MSFTMicrosoft Corp	$6.62M	2.94%	0.00%	+11.6%	Q4 2024
WMTWalmart Inc.	$6.61M	2.93%	0.00%	+6.7%	Q4 2024
AMZNAmazon Com Inc	$5.5M	2.44%	0.00%	+10.9%	Q4 2024
MRKMerck & Co., Inc.	$4.86M	2.16%	0.00%	-9.4%	Q4 2024
MCDMcdonalds Corp	$4.68M	2.07%	0.00%	+19.2%	Q4 2024
ABBVAbbVie Inc.	$4.64M	2.06%	0.00%	+11.7%	Q4 2024
NVDANvidia Corp	$4.56M	2.02%	0.00%	+19.0%	Q4 2024
GOOGAlphabet Inc.	$4.2M	1.86%	Not reported	-10.0%	Q4 2024
COPConocophillips	$3.78M	1.68%	0.00%	+21.2%	Q4 2024
COSTCostco Wholesale Corp	$3.66M	1.62%	0.00%	+25.2%	Q4 2024
ABTAbbott Laboratories	$3.62M	1.60%	0.00%	+20.5%	Q4 2024
JPMJPMorgan Chase & Co	$3.56M	1.58%	0.00%	+18.1%	Q3 2025
HDHome Depot, Inc.	$2.89M	1.28%	0.00%	+31.2%	Q4 2024
PGPROCTER & GAMBLE Co	$2.33M	1.04%	0.00%	+2.0%	Q4 2024
JNJJohnson & Johnson	$2.16M	0.96%	0.00%	-16.3%	Q4 2024
GOOGLAlphabet Inc.	$2.1M	0.93%	0.00%	+4.1%	Q4 2024
AVYAvery Dennison Corp	$2.02M	0.90%	0.01%	+42.5%	Q2 2025
SNASnap-on Inc	$2.01M	0.89%	0.01%	-8.8%	Q4 2024
CBOECboe Global Markets, Inc.	$1.97M	0.88%	0.01%	-13.2%	Q4 2024
ITWIllinois Tool Works Inc	$1.97M	0.87%	0.00%	+1.5%	Q4 2024
ACNAccenture plc	$1.96M	0.87%	0.00%	+42.7%	Q4 2024
CMECme Group Inc.	$1.95M	0.87%	0.00%	+138.8%	Q4 2024
PEPPepsico Inc	$1.93M	0.85%	0.00%	-7.5%	Q4 2024
EOGEog Resources Inc	$1.9M	0.84%	0.00%	+2.5%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.75M	0.78%	Not reported	+48.9%	Q4 2024
VVisa Inc.	$1.53M	0.68%	0.00%	+3.0%	Q4 2024
MCOMoodys Corp	$1.41M	0.63%	0.00%	New	Q4 2025
YUMYum Brands Inc	$1.41M	0.63%	0.00%	-2.0%	Q4 2024
CTSHCognizant Technology Solutions Corp	$1.39M	0.61%	0.00%	-9.4%	Q3 2025
AONAon plc	$1.37M	0.61%	0.00%	+6.9%	Q4 2024
PAYXPaychex Inc	$1.37M	0.61%	0.00%	+21.1%	Q4 2024
GWWW.W. Grainger, Inc.	$1.36M	0.61%	0.00%	+3.3%	Q3 2025
JKHYJack Henry & Associates Inc	$1.36M	0.60%	0.01%	New	Q4 2025
ZTSZoetis Inc.	$1.33M	0.59%	0.00%	+23.7%	Q1 2025
AOSSmith A O Corp	$1.32M	0.59%	0.01%	+11.7%	Q3 2025
ADPAutomatic Data Processing Inc	$1.31M	0.58%	0.00%	New	Q4 2025
DPZDominos Pizza Inc	$1.28M	0.57%	0.01%	New	Q4 2025
RTXRTX Corp	$1.08M	0.48%	0.00%	-0.4%	Q4 2024
TSLATesla, Inc.	$796K	0.35%	0.00%	+6.4%	Q4 2024
GILDGilead Sciences, Inc.	$717K	0.32%	0.00%	-20.0%	Q4 2024
XOMExxonMobil Holdings Corp	$711K	0.32%	0.00%	+1.3%	Q4 2024
CMCSAComcast Corp	$674K	0.30%	0.00%	+5.5%	Q4 2024
FOXAFox Corp	$669K	0.30%	915300.00%	-23.1%	Q4 2024
TROWPrice T Rowe Group Inc	$664K	0.29%	0.00%	-11.5%	Q4 2024
VZVerizon Communications Inc	$662K	0.29%	0.00%	-7.9%	Q4 2024
USBUS Bancorp \de\	$651K	0.29%	0.00%	-18.0%	Q1 2025
GISGeneral Mills Inc	$628K	0.28%	0.00%	-7.8%	Q4 2024

Q3 2025Reported Oct 30, 202589 positions
AVGOBroadcom Inc.	$8.36M	4.21%	0.00%	-9.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$7.87M	3.96%	Not reported	+15.5%	Q4 2024
AAPLApple Inc.	$6.77M	3.41%	0.00%	-5.7%	Q4 2024
MSFTMicrosoft Corp	$6.35M	3.19%	0.00%	+1.4%	Q4 2024
WMTWalmart Inc.	$5.73M	2.88%	0.00%	+28.3%	Q4 2024
AMZNAmazon Com Inc	$4.72M	2.37%	0.00%	+0.8%	Q4 2024
MRKMerck & Co., Inc.	$4.28M	2.15%	0.00%	-14.2%	Q4 2024
ABBVAbbVie Inc.	$4.21M	2.12%	0.00%	-0.6%	Q4 2024
MCDMcdonalds Corp	$3.9M	1.96%	0.00%	+8.1%	Q4 2024
NVDANvidia Corp	$3.84M	1.93%	0.00%	-1.3%	Q4 2024
GOOGAlphabet Inc.	$3.63M	1.82%	Not reported	-16.6%	Q4 2024
ABTAbbott Laboratories	$3.21M	1.61%	0.00%	+8.8%	Q4 2024
COPConocophillips	$3.15M	1.59%	0.00%	-26.9%	Q4 2024
COSTCostco Wholesale Corp	$3.13M	1.58%	0.00%	+17.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.95M	1.48%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$2.59M	1.30%	0.00%	-0.1%	Q4 2024
PGPROCTER & GAMBLE Co	$2.45M	1.23%	0.00%	+4.2%	Q4 2024
JNJJohnson & Johnson	$2.31M	1.16%	0.00%	-11.7%	Q4 2024
CBOECboe Global Markets, Inc.	$2.22M	1.12%	0.01%	-0.9%	Q4 2024
SNASnap-on Inc	$2.22M	1.12%	0.01%	-0.9%	Q4 2024
HSYHershey Co	$2.14M	1.07%	0.01%	-10.3%	Q4 2024
ITWIllinois Tool Works Inc	$2.06M	1.03%	0.00%	+37.7%	Q4 2024
PEPPepsico Inc	$2.04M	1.02%	0.00%	-8.4%	Q4 2024
EOGEog Resources Inc	$1.98M	1.00%	0.00%	-2.0%	Q4 2024
GOOGLAlphabet Inc.	$1.56M	0.79%	0.00%	-0.7%	Q4 2024
VVisa Inc.	$1.45M	0.73%	0.00%	+4.1%	Q4 2024
YUMYum Brands Inc	$1.44M	0.73%	0.00%	-2.8%	Q4 2024
QCOMQualcomm Inc	$1.44M	0.73%	0.00%	-8.5%	Q1 2025
EXPDExpeditors International of Washington Inc	$1.39M	0.70%	0.01%	-9.6%	Q4 2024
ALLEAllegion plc	$1.34M	0.68%	0.01%	-21.1%	Q2 2025
AONAon plc	$1.3M	0.66%	0.00%	-1.8%	Q4 2024
AOSSmith A O Corp	$1.3M	0.65%	0.01%	New	Q3 2025
PAYXPaychex Inc	$1.28M	0.64%	0.00%	+13.3%	Q4 2024
AVYAvery Dennison Corp	$1.27M	0.64%	0.01%	+4.3%	Q2 2025
ACNAccenture plc	$1.26M	0.64%	0.00%	+21.5%	Q4 2024
ZTSZoetis Inc.	$1.25M	0.63%	0.00%	+7.9%	Q1 2025
GWWW.W. Grainger, Inc.	$1.25M	0.63%	0.00%	New	Q3 2025
CTSHCognizant Technology Solutions Corp	$1.24M	0.62%	0.00%	New	Q3 2025
PHMPultegroup Inc	$1.23M	0.62%	0.00%	-28.6%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.15M	0.58%	Not reported	+13.4%	Q4 2024
RTXRTX Corp	$993K	0.50%	0.00%	-0.1%	Q4 2024
GILDGilead Sciences, Inc.	$809K	0.41%	0.00%	-62.3%	Q4 2024
CMECme Group Inc.	$809K	0.41%	0.00%	+14.9%	Q4 2024
VZVerizon Communications Inc	$776K	0.39%	0.00%	+7.5%	Q4 2024
CFCF Industries Holdings, Inc.	$770K	0.39%	0.01%	+19.7%	Q4 2024
DGXQuest Diagnostics Inc	$756K	0.38%	0.00%	+3.8%	Q4 2024
TROWPrice T Rowe Group Inc	$752K	0.38%	0.00%	-6.0%	Q4 2024
FOXAFox Corp	$750K	0.38%	1189600.00%	-1.0%	Q4 2024
TSLATesla, Inc.	$740K	0.37%	0.00%	-2.9%	Q4 2024
GISGeneral Mills Inc	$738K	0.37%	0.00%	+16.3%	Q4 2024

Premium opens every quarter this fund has filed