MOKAN Wealth Management Inc.
96 holdingsFiling period: 2026-06-30Current AUM: $267.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 266.8K | $15.5M | $15.4M | 5.76% | +17.9K | 2026-06-30 |
| 2 | BIL | SPDR SERIES TRUST | 167.6K | $15.4M | $15.3M | 5.74% | +11.1K | 2026-06-30 |
| 3 | BILS | SPDR SERIES TRUST | 145.5K | $14.5M | $14.4M | 5.41% | +10.2K | 2026-06-30 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.2K | $10.6M | $10.6M | 3.97% | +2.3K | 2026-06-30 |
| 5 | WMT | WALMART INC | 88.5K | $10.0M | $9.6M | 3.58% | +19.3K | 2026-06-30 |
| 6 | AVGO | BROADCOM INC | 26.1K | $9.9M | $8.9M | 3.32% | +430 | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 45.4K | $9.1M | $9.6M | 3.61% | +2.2K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 29.9K | $8.7M | $9.9M | 3.71% | +2.6K | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 33.1K | $7.9M | $8.2M | 3.08% | +4.2K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 18.6K | $6.9M | $9.2M | 3.45% | +3.4K | 2026-06-30 |
| 11 | MU | MICRON TECHNOLOGY INC | 5.6K | $6.4M | $5.2M | 1.93% | -1,398 | 2026-06-30 |
| 12 | MRK | MERCK & CO INC | 49.0K | $6.3M | $7.0M | 2.64% | +6.0K | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 18.5K | $6.0M | $6.5M | 2.44% | +3.0K | 2026-06-30 |
| 14 | ABBV | ABBVIE INC | 23.8K | $6.0M | $6.3M | 2.35% | +4.7K | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 14.5K | $5.1M | $5.0M | 1.86% | -1,516 | 2026-06-30 |
| 16 | LLY | ELI LILLY & CO | 4.2K | $5.1M | $4.8M | 1.79% | +129 | 2026-06-30 |
| 17 | AMAT | APPLIED MATLS INC | 6.5K | $4.7M | $2.7M | 1.03% | +468 | 2026-06-30 |
| 18 | CAT | CATERPILLAR INC | 4.4K | $4.7M | $3.5M | 1.30% | +120 | 2026-06-30 |
| 19 | LRCX | LAM RESEARCH CORP | 10.7K | $4.6M | $2.9M | 1.08% | -37 | 2026-06-30 |
| 20 | HD | HOME DEPOT INC | 12.9K | $4.5M | $3.9M | 1.47% | +3.3K | 2026-06-30 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 4.9K | $4.5M | $4.4M | 1.64% | +1.2K | 2026-06-30 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | 7.7K | $4.5M | $3.9M | 1.45% | -3,318 | 2026-06-30 |
| 23 | XOM | EXXON MOBIL CORP | 32.4K | $4.4M | $5.5M | 2.06% | +5.3K | 2026-06-30 |
| 24 | XOM | EXXON MOBIL CORP | 32.4K | $4.4M | $5.5M | 2.06% | +5.3K | 2026-06-30 |
| 25 | MCD | MCDONALDS CORP | 16.0K | $4.3M | $4.0M | 1.51% | +3.7K | 2026-06-30 |
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