Investor
MOKAN Wealth Management Inc.
CIK 0002053727 · filed 2026-05-01 · SEC filing
13F book
$225.9M
Positions
109
12 new · 6 sold
Largest name
6.5%
Vanguard Scottsdale Fds
Est. mark
−$2.5M
Price effect on 97 names still held. Flow $3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 248.9K | $14.6M | 6.5% | −$46.2K | Added$345.1K |
| Spdr Series Trust | — | 156.5K | $14.3M | 6.3% | $40.2K | Added$355.6K |
| Spdr Series Trust | — | 135.4K | $13.5M | 6.0% | $28.8K | Added$572.2K |
| Berkshire Hathaway Inc Del | — | 18.9K | $9.04M | 4.0% | −$431.9K | Added−$87.1K |
| Walmart Inc. | WMT | 69.2K | $8.6M | 3.8% | $762.5K | Added$1.99M |
| Broadcom Inc. | AVGO | 25.7K | $7.95M | 3.5% | −$943.7K | Cut−$1.33M |
| Nvidia Corp | NVDA | 43.2K | $7.53M | 3.3% | −$296.9K | Added$2.96M |
| Apple Inc. | AAPL | 27.3K | $6.93M | 3.1% | −$474.7K | Added−$145K |
| Amazon Com Inc | AMZN | 28.8K | $6.01M | 2.7% | −$536.1K | Added$506.1K |
| Microsoft Corp | MSFT | 15.1K | $5.6M | 2.5% | −$1.55M | Added−$1.02M |
| Merck & Co., Inc. | MRK | 42.9K | $5.17M | 2.3% | $645.6K | Cut$307.4K |
| Alphabet Inc | — | 16.1K | $4.61M | 2.0% | −$358.7K | Added$407.1K |
| Exxon Mobil Corp | — | 27.1K | $4.6M | 2.0% | $290.8K | Added$3.89M |
| Jpmorgan Chase & Co. | — | 15.4K | $4.54M | 2.0% | −$310.8K | Added$975.4K |
| Conocophillips | COP | 33.4K | $4.41M | 2.0% | $1.28M | Cut$627.1K |
| AbbVie Inc. | ABBV | 19.2K | $4.17M | 1.8% | −$211.8K | Cut−$477.2K |
| Mcdonalds Corp | MCD | 12.3K | $3.81M | 1.7% | $63K | Cut−$866K |
| Eli Lilly & Co | LLY | 4.08K | $3.76M | 1.7% | — | New |
| Costco Whsl Corp New | — | 3.66K | $3.65M | 1.6% | $499K | Cut−$4.26K |
| Schwab Strategic Tr | — | 110.5K | $3.39M | 1.5% | $359.1K | Cut$93.8K |
| Vanguard Specialized Funds | — | 14.8K | $3.18M | 1.4% | −$47.9K | Added$1.01M |
| Home Depot, Inc. | HD | 9.62K | $3.16M | 1.4% | −$127.9K | Added$274.2K |
| Caterpillar Inc | CAT | 4.29K | $3.04M | 1.3% | $67.1K | Added$2.75M |
| Vanguard Index Fds | — | 14.9K | $2.92M | 1.3% | $78.1K | Cut−$920.9K |
| Deere & Co | DE | 4.79K | $2.7M | 1.2% | — | New |
| Ge Aerospace | — | 8.48K | $2.41M | 1.1% | — | New |
| Micron Technology Inc | MU | 6.96K | $2.35M | 1.0% | $55.7K | Added$2.05M |
| Lam Research Corp | LRCX | 10.7K | $2.29M | 1.0% | — | New |
| Advanced Micro Devices Inc | AMD | 11K | $2.24M | 1.0% | — | New |
| Netflix Inc | NFLX | 23.2K | $2.23M | 1.0% | — | New |
| Alphabet Inc | — | 7.29K | $2.1M | 0.9% | −$170K | Added$3.04K |
| Meta Platforms, Inc. | META | 3.66K | $2.1M | 0.9% | −$35.5K | Added$1.84M |
| Applied Matls Inc | — | 6.05K | $2.07M | 0.9% | — | New |
| Vanguard Growth Etf | — | 4.28K | $1.87M | 0.8% | −$217K | Cut−$9.53M |
| Vanguard Whitehall Fds | — | 12.5K | $1.85M | 0.8% | $55.8K | Added$103.8K |
| Vanguard Index Fds | — | 2.82K | $1.68M | 0.7% | −$83.4K | Added−$66.7K |
| Eog Res Inc | — | 11K | $1.59M | 0.7% | $435.8K | Cut−$306K |
| Procter And Gamble Co | PG | 10.9K | $1.58M | 0.7% | $13.2K | Cut−$755.3K |
| Cboe Global Mkts Inc | — | 4.95K | $1.39M | 0.6% | $149.7K | Cut−$580.2K |
| Pepsico Inc | PEP | 8.91K | $1.38M | 0.6% | $103.9K | Cut−$543.2K |
| Snap-on Inc | SNA | 3.79K | $1.38M | 0.6% | $69.8K | Cut−$637.2K |
| Abbott Labs | ABT | 13.4K | $1.37M | 0.6% | −$302.3K | Cut−$2.24M |
| Cme Group Inc. | CME | 4.56K | $1.35M | 0.6% | $100.8K | Cut−$604.4K |
| Accenture Plc Ireland | — | 6.72K | $1.33M | 0.6% | −$470K | Cut−$632.3K |
| Illinois Tool Wks Inc | — | 5.09K | $1.32M | 0.6% | $70.8K | Cut−$644.1K |
| Smith A O Corp | AOS | 18.3K | $1.2M | 0.5% | −$17.1K | Cut−$117.4K |
| RTX Corp | RTX | 5.93K | $1.14M | 0.5% | $56.4K | Added$59.9K |
| Johnson & Johnson | JNJ | 4.11K | $1M | 0.4% | $153.9K | Cut−$1.15M |
| Cf Inds Hldgs Inc | — | 6.29K | $815.8K | 0.4% | $329.9K | Cut$217.1K |
| Visa Inc. | V | 2.68K | $810K | 0.4% | −$130.3K | Cut−$722.7K |
| Gilead Sciences, Inc. | GILD | 5.48K | $763K | 0.3% | $90.2K | Cut$46.4K |
| Yum Brands Inc | YUM | 4.77K | $741.6K | 0.3% | $19K | Cut−$667.8K |
| Verizon Communications Inc | VZ | 14.7K | $739.7K | 0.3% | $139.4K | Cut$77.4K |
| Paychex Inc | PAYX | 7.92K | $729.8K | 0.3% | −$157.9K | Cut−$643.1K |
| Aon plc | AON | 2.2K | $711.3K | 0.3% | −$64.9K | Cut−$663.5K |
| Price T Rowe Group Inc | TROW | 7.83K | $706.1K | 0.3% | −$79.4K | Added$42.5K |
| Moodys Corp | — | 1.61K | $703.1K | 0.3% | −$120K | Cut−$710.8K |
| Fox Corp | — | 11.9K | $697.2K | 0.3% | −$134.5K | Added$28.2K |
| Hims & Hers Health, Inc. | HIMS | 33.4K | $693.4K | 0.3% | −$75.9K | Added$482.8K |
| Factset Resh Sys Inc | — | 3.19K | $693.1K | 0.3% | — | New |
| Crh Plc | — | 6.59K | $692.5K | 0.3% | −$97K | Added$77.4K |
| Cognizant Technology Solutio | — | 11.1K | $678.3K | 0.3% | −$239.5K | Cut−$707.9K |
| Altria Group, Inc. | MO | 10.2K | $672.2K | 0.3% | $84.7K | Cut$59.6K |
| United Therapeutics Corp Del | — | 1.13K | $670.4K | 0.3% | $59.2K | Added$404.8K |
| Henry Jack & Assoc Inc | — | 4.22K | $667.8K | 0.3% | −$102.3K | Cut−$689.5K |
| Automatic Data Processing In | — | 3.26K | $663K | 0.3% | −$176.8K | Cut−$643.2K |
| Zoetis Inc. | ZTS | 5.56K | $658.5K | 0.3% | −$40.7K | Cut−$672.2K |
| Tesla, Inc. | TSLA | 1.77K | $656.3K | 0.3% | −$137.5K | Cut−$139.3K |
| Axcelis Technologies Inc | ACLS | 7K | $651.5K | 0.3% | $43.8K | Added$376.1K |
| Marsh & Mclennan Cos Inc | — | 3.75K | $650.5K | 0.3% | — | New |
| Kraft Heinz Co | KHC | 28.8K | $648.4K | 0.3% | −$43.9K | Added$42.4K |
| Comcast Corp New | — | 22.3K | $640.5K | 0.3% | −$26.4K | Cut−$33.9K |
| Flex Ltd. | FLEX | 9.78K | $640K | 0.3% | $25.3K | Added$336.7K |
| Zoom Communications, Inc. | ZM | 7.93K | $637.6K | 0.3% | −$18.9K | Added$359.8K |
| Vanguard World Fd | — | 910 | $635.3K | 0.3% | −$50.8K | Cut−$13.3M |
| Avery Dennison Corp | AVY | 3.65K | $628.6K | 0.3% | −$34.8K | Cut−$1.39M |
| Dominos Pizza Inc | DPZ | 1.75K | $628.5K | 0.3% | −$101.6K | Cut−$647.9K |
| Kimberly Clark Corp | KMB | 6.49K | $626.1K | 0.3% | −$26.3K | Added$20.3K |
| Vici Pptys Inc | — | 22.8K | $622.5K | 0.3% | −$17.3K | Added$17.6K |
| Colgate Palmolive Co | CL | 7.15K | $609.3K | 0.3% | $44.4K | Cut−$4.63K |
| Avnet Inc | AVT | 9.84K | $606K | 0.3% | $79.5K | Added$323.6K |
| Neurocrine Biosciences Inc | NBIX | 4.58K | $603.9K | 0.3% | −$19.9K | Added$328.1K |
| Elanco Animal Health Inc | ELAN | 25.2K | $602.5K | 0.3% | $14.7K | Added$346.9K |
| Monolithic Pwr Sys Inc | — | 542 | $599.7K | 0.3% | $58K | Added$332.3K |
| Exelixis, Inc. | EXEL | 13.9K | $597.3K | 0.3% | −$5.71K | Added$331.3K |
| Coca Cola Co | KO | 7.83K | $595.3K | 0.3% | $48.1K | Cut$21.9K |
| Lennox Intl Inc | — | 1.27K | $587.8K | 0.3% | — | New |
| General Mls Inc | GIS | 15.7K | $585.1K | 0.3% | −$125.5K | Added−$42.9K |
| Conagra Brands Inc. | CAG | 36.7K | $576.4K | 0.3% | −$56.3K | Added−$36.9K |
| Chewy, Inc. | CHWY | 20.8K | $562.8K | 0.2% | −$45.8K | Added$312.8K |
| Toll Brothers, Inc. | TOL | 4.11K | $561.1K | 0.2% | $2.73K | Added$275.5K |
| Ralph Lauren Corp | RL | 1.63K | $559.3K | 0.2% | −$6.75K | Added$297.5K |
| Asbury Automotive Group Inc | ABG | 2.84K | $554.4K | 0.2% | −$44.6K | Added$275.3K |
| Merit Med Sys Inc | — | 7.84K | $540.5K | 0.2% | −$61.8K | Added$256.7K |
| Vanguard Star Fds | — | 6.84K | $527.8K | 0.2% | $11.4K | Added$12K |
| Toast, Inc. | TOST | 19.9K | $527K | 0.2% | — | New |
| Insulet Corp | PODD | 2.45K | $514.8K | 0.2% | −$68K | Added$254.6K |
| Halozyme Therapeutics, Inc. | HALO | 7.6K | $490.9K | 0.2% | — | New |
| Tenet Healthcare Corp | THC | 2.49K | $470.7K | 0.2% | −$12.3K | Added$232.2K |
| Nextera Energy Inc | — | 4.68K | $434.9K | 0.2% | $58.5K | Added$61.4K |
| Chevron Corp New | CVX | 2.04K | $422.9K | 0.2% | $108.5K | Added$119.6K |
| T-Mobile Us Inc | — | 1.95K | $409.3K | 0.2% | $13.7K | Cut−$44K |
| Vanguard Index Fds | — | 1.21K | $389.4K | 0.2% | −$17.4K | Added−$12.2K |
| Dycom Inds Inc | — | 1.11K | $375.4K | 0.2% | $737 | Added$19K |
| Lowes Cos Inc | — | 1.06K | $251.6K | 0.1% | −$5.13K | Cut−$46.8K |
| Boeing Co | — | 1.18K | $235.3K | 0.1% | −$21.4K | Held |
| Unitedhealth Group Inc | UNH | 785 | $212.7K | 0.1% | −$47.6K | Cut−$78.1K |
| Schwab Strategic Tr | — | 8.52K | $210.9K | 0.1% | $6.05K | Held |
| Block H & R Inc | — | 6.35K | $201.6K | 0.1% | −$74.5K | Added−$72.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.