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MOKAN Wealth Management Inc.
Period ended Jun 30, 2026 · Latest filing Jul 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $261,744,170
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $15,525,707
- SPDR SERIES TRUST · ST STR BLO 1 ETF · 78468R663 · shares: $15,361,538
- SPDR SERIES TRUST · ST STR BL 12 ETF · 78468R523 · shares: $14,464,141
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $10,592,145
- WALMART INC · COM · 931142103 · shares: $10,023,994
- BROADCOM INC · COM · 11135F101 · shares: $9,871,058
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,086,146
- APPLE INC · COM · 037833100 · shares: $8,662,225
- AMAZON COM INC · COM · 023135106 · shares: $7,881,626
- MICROSOFT CORP · COM · 594918104 · shares: $6,924,480
Reported holdings
95 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 266,768 shares | $15,525,707 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 167,624 shares | $15,361,538 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | — | 145,546 shares | $14,464,141 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 21,168 shares | $10,592,145 |
| WALMART INC | COM | 931142103 | — | 88,501 shares | $10,023,994 |
| BROADCOM INC | COM | 11135F101 | — | 26,135 shares | $9,871,058 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 45,405 shares | $9,086,146 |
| APPLE INC | COM | 037833100 | — | 29,941 shares | $8,662,225 |
| AMAZON COM INC | COM | 023135106 | — | 33,060 shares | $7,881,626 |
| MICROSOFT CORP | COM | 594918104 | — | 18,563 shares | $6,924,480 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 5,566 shares | $6,429,797 |
| MERCK & CO INC | COM | 58933Y105 | — | 48,990 shares | $6,294,916 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 18,467 shares | $6,044,532 |
| ABBVIE INC | COM | 00287Y109 | — | 23,835 shares | $5,999,539 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 14,549 shares | $5,143,410 |
| ELI LILLY & CO | COM | 532457108 | — | 4,208 shares | $5,051,125 |
| APPLIED MATLS INC | COM | 038222105 | — | 6,519 shares | $4,712,749 |
| CATERPILLAR INC | COM | 149123101 | — | 4,406 shares | $4,702,080 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 10,653 shares | $4,616,013 |
| HOME DEPOT INC | COM | 437076102 | — | 12,892 shares | $4,542,992 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 4,859 shares | $4,533,655 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 7,677 shares | $4,464,993 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 32,444 shares | $4,435,446 |
| MCDONALDS CORP | COM | 580135101 | — | 16,005 shares | $4,326,694 |
| GE AEROSPACE | COM NEW | 369604301 | — | 11,413 shares | $4,263,504 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 39,883 shares | $4,146,271 |
| DEERE & CO | COM | 244199105 | — | 6,528 shares | $4,135,947 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 15,351 shares | $3,631,969 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,139 shares | $3,623,057 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 112,118 shares | $3,555,444 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 15,301 shares | $3,336,324 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,573 shares | $3,142,529 |
| NETFLIX INC. | COM | 64110L106 | — | 33,648 shares | $2,402,671 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 26,975 shares | $2,323,630 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,052 shares | $2,094,692 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 12,848 shares | $2,028,850 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 5,872 shares | $1,492,078 |
| TESLA INC | COM | 88160R101 | — | 3,520 shares | $1,481,899 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 10,087 shares | $1,478,917 |
| SNAP ON INC | COM | 833034101 | — | 3,266 shares | $1,315,676 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 10,399 shares | $1,314,925 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 4,718 shares | $1,275,989 |
| PEPSICO INC | COM | 713448108 | — | 9,407 shares | $1,273,144 |
| SMITH A O CORP | COM | 831865209 | — | 19,538 shares | $1,225,503 |
| PAYCHEX INC | COM | 704326107 | — | 12,441 shares | $1,223,529 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 10,661 shares | $1,211,616 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 10,719 shares | $1,177,358 |
| RTX CORPORATION | COM | 75513E101 | — | 5,952 shares | $1,129,309 |
| PROGRESSIVE CORP | COM | 743315103 | — | 5,097 shares | $1,112,642 |
| GENERAL MILLS INC | COM | 370334104 | — | 30,839 shares | $1,073,174 |
| AVERY DENNISON CORP | COM | 053611109 | — | 6,576 shares | $1,067,628 |
| KRAFT HEINZ CO | COM | 500754106 | — | 44,682 shares | $1,055,374 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 11,505 shares | $1,055,176 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 14,264 shares | $1,026,102 |
| EOG RES INC | COM | 26875P101 | — | 7,845 shares | $1,016,914 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 41,375 shares | $1,015,721 |
| VICI PPTYS INC | COM | 925652109 | — | 36,345 shares | $964,910 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 22,680 shares | $960,182 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 8,361 shares | $905,081 |
| CME GROUP INC | COM | 12572Q105 | — | 4,090 shares | $903,091 |
| INTEL CORP | COM | 458140100 | — | 6,347 shares | $885,508 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 3,455 shares | $838,430 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 6,210 shares | $773,098 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 6,360 shares | $760,317 |
| CISCO SYS INC | COM | 17275R102 | — | 6,166 shares | $724,204 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 7,912 shares | $717,616 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 7,578 shares | $665,005 |
| COCA COLA CO | COM | 191216100 | — | 7,732 shares | $628,495 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,795 shares | $612,223 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 7,098 shares | $606,815 |
| T-MOBILE US INC | COM | 872590104 | — | 3,457 shares | $579,950 |
| DYCOM INDS INC | COM | 267475101 | — | 1,087 shares | $549,034 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 663 shares | $506,312 |
| GARMIN LTD | SHS | H2906T109 | — | 2,049 shares | $486,677 |
| KLA CORP | COM NEW | 482480100 | — | 1,555 shares | $470,574 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 1,217 shares | $450,382 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,106 shares | $361,929 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,186 shares | $355,601 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,064 shares | $342,010 |
| LINDE PLC | SHS | G54950103 | — | 632 shares | $328,869 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,093 shares | $326,774 |
| AMGEN INC | COM | 031162100 | — | 905 shares | $326,746 |
| QUALCOMM INC | COM | 747525103 | — | 1,645 shares | $303,245 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 727 shares | $301,284 |
| CRH PLC | ORD | G25508105 | — | 2,786 shares | $298,102 |
| FLEX LTD | ORD | Y2573F102 | — | 1,628 shares | $263,697 |
| ANALOG DEVICES INC | COM | 032654105 | — | 656 shares | $260,550 |
| BOEING CO | COM | 097023105 | — | 1,182 shares | $255,868 |
| VISA INC | COM CL A | 92826C839 | — | 734 shares | $252,372 |
| BLOCK H & R INC | COM | 093671105 | — | 6,434 shares | $245,015 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 463 shares | $237,501 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 8,572 shares | $237,451 |
| LOWES COS INC | COM | 548661107 | — | 1,070 shares | $235,709 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,211 shares | $218,721 |
| BANK OF AMER CORP | COM | 060505104 | — | 3,620 shares | $206,259 |