MOKAN Wealth Management Inc.
110 holdingsFiling period: 2026-03-31Current AUM: $253.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 248.9K | $14.6M | $14.5M | 5.69% | +6.7K | 2026-03-31 |
| 2 | BIL | SPDR SERIES TRUST | 156.5K | $14.3M | $14.3M | 5.65% | +3.4K | 2026-03-31 |
| 3 | BILS | SPDR SERIES TRUST | 135.4K | $13.5M | $13.5M | 5.30% | +5.5K | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.9K | $9.0M | $9.0M | 3.56% | +720 | 2026-03-31 |
| 5 | WMT | WALMART INC | 69.2K | $8.6M | $7.7M | 3.03% | +9.9K | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 25.7K | $8.0M | $10.0M | 3.94% | -1,103 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 43.2K | $7.5M | $8.7M | 3.41% | +18.7K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 27.3K | $6.9M | $8.4M | 3.32% | +1.3K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 28.8K | $6.0M | $7.8M | 3.08% | +5.0K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 15.1K | $5.6M | $7.0M | 2.77% | +1.4K | 2026-03-31 |
| 11 | MRK | MERCK & CO INC | 42.9K | $5.2M | $5.6M | 2.20% | -3,213 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 16.1K | $4.6M | $5.7M | 2.26% | +2.7K | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 27.1K | $4.6M | $4.2M | 1.66% | +21.2K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 27.1K | $4.6M | $4.2M | 1.66% | +21.2K | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 15.4K | $4.5M | $5.4M | 2.14% | +4.4K | 2026-03-31 |
| 16 | COP | CONOCOPHILLIPS | 33.4K | $4.4M | $4.0M | 1.58% | -6,997 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 19.2K | $4.2M | $4.8M | 1.89% | -1,162 | 2026-03-31 |
| 18 | MCD | MCDONALDS CORP | 12.3K | $3.8M | $3.3M | 1.31% | -3,039 | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 4.1K | $3.8M | $4.7M | 1.85% | -- | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 3.7K | $3.6M | $3.5M | 1.37% | -584 | 2026-03-31 |
| 21 | SCHD | SCHWAB STRATEGIC TR | 110.5K | $3.4M | $3.7M | 1.46% | -9,671 | 2026-03-31 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | 14.8K | $3.2M | $3.5M | 1.39% | +4.9K | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 9.6K | $3.2M | $3.2M | 1.26% | +1.2K | 2026-03-31 |
| 24 | CAT | CATERPILLAR INC | 4.3K | $3.0M | $3.5M | 1.37% | +3.8K | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 14.9K | $2.9M | $3.3M | 1.29% | -5,228 | 2026-03-31 |
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