MOKAN Wealth Management as of Dec. 31, 2025
Portfolio Holdings for MOKAN Wealth Management
MOKAN Wealth Management holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 6.3 | $14M | 242k | 58.73 | |
| Spdr Series Trust State Street Spd (BIL) | 6.2 | $14M | 153k | 91.38 | |
| Vanguard World Inf Tech Etf (VGT) | 6.2 | $14M | 19k | 753.91 | |
| Spdr Series Trust State Street Spd (BILS) | 5.7 | $13M | 130k | 99.22 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $11M | 23k | 487.84 | |
| Broadcom (AVGO) | 4.1 | $9.3M | 27k | 346.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $9.1M | 18k | 502.65 | |
| Apple (AAPL) | 3.1 | $7.1M | 26k | 271.92 | |
| Microsoft Corporation (MSFT) | 2.9 | $6.6M | 14k | 483.90 | |
| Wal-Mart Stores (WMT) | 2.9 | $6.6M | 59k | 111.42 | |
| Amazon (AMZN) | 2.4 | $5.5M | 24k | 230.78 | |
| Merck & Co (MRK) | 2.2 | $4.9M | 46k | 105.26 | |
| McDonald's Corporation (MCD) | 2.1 | $4.7M | 15k | 305.68 | |
| Abbvie (ABBV) | 2.1 | $4.6M | 20k | 228.44 | |
| NVIDIA Corporation (NVDA) | 2.0 | $4.6M | 25k | 186.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.2M | 13k | 313.62 | |
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $3.8M | 20k | 191.07 | |
| ConocoPhillips (COP) | 1.7 | $3.8M | 40k | 93.62 | |
| Costco Wholesale Corporation (COST) | 1.6 | $3.7M | 4.2k | 861.67 | |
| Abbott Laboratories (ABT) | 1.6 | $3.6M | 29k | 125.30 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.6M | 11k | 322.18 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $3.3M | 120k | 27.43 | |
| Home Depot (HD) | 1.3 | $2.9M | 8.4k | 344.05 | |
| Procter & Gamble Company (PG) | 1.0 | $2.3M | 16k | 143.27 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $2.2M | 9.8k | 219.75 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.2M | 10k | 207.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.1M | 6.7k | 313.25 | |
| Avery Dennison Corporation (AVY) | 0.9 | $2.0M | 11k | 181.85 | |
| Snap-on Incorporated (SNA) | 0.9 | $2.0M | 5.8k | 344.51 | |
| CBOE Holdings (CBOE) | 0.9 | $2.0M | 7.9k | 251.16 | |
| Illinois Tool Works (ITW) | 0.9 | $2.0M | 8.0k | 246.16 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.0M | 7.3k | 268.26 | |
| Cme (CME) | 0.9 | $2.0M | 7.1k | 273.34 | |
| Pepsi (PEP) | 0.9 | $1.9M | 13k | 143.57 | |
| EOG Resources (EOG) | 0.8 | $1.9M | 18k | 105.02 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $1.7M | 12k | 143.52 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.7M | 2.8k | 626.20 | |
| Visa Com Cl A (V) | 0.7 | $1.5M | 4.4k | 350.97 | |
| Moody's Corporation (MCO) | 0.6 | $1.4M | 2.8k | 510.63 | |
| Yum! Brands (YUM) | 0.6 | $1.4M | 9.3k | 151.37 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $1.4M | 17k | 83.04 | |
| Aon Shs Cl A (AON) | 0.6 | $1.4M | 3.9k | 352.52 | |
| Paychex (PAYX) | 0.6 | $1.4M | 12k | 112.10 | |
| W.W. Grainger (GWW) | 0.6 | $1.4M | 1.4k | 1007.13 | |
| Jack Henry & Associates (JKHY) | 0.6 | $1.4M | 7.4k | 182.36 | |
| Zoetis Cl A (ZTS) | 0.6 | $1.3M | 11k | 125.75 | |
| A. O. Smith Corporation (AOS) | 0.6 | $1.3M | 20k | 66.87 | |
| Automatic Data Processing (ADP) | 0.6 | $1.3M | 5.1k | 257.28 | |
| Domino's Pizza (DPZ) | 0.6 | $1.3M | 3.1k | 416.05 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | 5.9k | 183.37 | |
| Tesla Motors (TSLA) | 0.4 | $796k | 1.8k | 449.52 | |
| Gilead Sciences (GILD) | 0.3 | $717k | 5.8k | 122.79 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $711k | 5.9k | 120.37 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $674k | 23k | 29.89 | |
| Fox Corp Cl A Com (FOXA) | 0.3 | $669k | 9.2k | 73.10 | |
| T. Rowe Price (TROW) | 0.3 | $664k | 6.5k | 102.36 | |
| Verizon Communications (VZ) | 0.3 | $662k | 16k | 40.73 | |
| Us Bancorp Del Com New (USB) | 0.3 | $651k | 12k | 53.34 | |
| General Mills (GIS) | 0.3 | $628k | 14k | 46.51 | |
| CRH Ord (CRH) | 0.3 | $615k | 4.9k | 124.80 | |
| Colgate-Palmolive Company (CL) | 0.3 | $614k | 7.8k | 79.03 | |
| ConAgra Foods (CAG) | 0.3 | $613k | 35k | 17.31 | |
| Altria (MO) | 0.3 | $613k | 11k | 57.64 | |
| Kraft Heinz (KHC) | 0.3 | $606k | 25k | 24.24 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $606k | 6.0k | 100.88 | |
| Vici Pptys (VICI) | 0.3 | $605k | 22k | 28.12 | |
| CF Industries Holdings (CF) | 0.3 | $599k | 7.7k | 77.31 | |
| Coca-Cola Company (KO) | 0.3 | $574k | 8.2k | 69.90 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $516k | 6.8k | 75.44 | |
| Metropcs Communications (TMUS) | 0.2 | $453k | 2.2k | 203.01 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $402k | 1.2k | 335.21 | |
| Nextera Energy (NEE) | 0.2 | $374k | 4.7k | 80.27 | |
| Palo Alto Networks (PANW) | 0.2 | $357k | 1.9k | 184.12 | |
| Dycom Industries (DY) | 0.2 | $356k | 1.1k | 337.85 | |
| Flex Ord (FLEX) | 0.1 | $303k | 5.0k | 60.41 | |
| Chevron Corporation (CVX) | 0.1 | $303k | 2.0k | 152.45 | |
| Micron Technology (MU) | 0.1 | $302k | 1.1k | 285.10 | |
| Lowe's Companies (LOW) | 0.1 | $298k | 1.2k | 241.03 | |
| UnitedHealth (UNH) | 0.1 | $291k | 877.00 | 331.53 | |
| Toll Brothers (TOL) | 0.1 | $286k | 2.1k | 135.22 | |
| Merit Medical Systems (MMSI) | 0.1 | $284k | 3.2k | 88.10 | |
| Caterpillar (CAT) | 0.1 | $283k | 494.00 | 572.45 | |
| Avnet (AVT) | 0.1 | $282k | 5.9k | 48.07 | |
| Asbury Automotive (ABG) | 0.1 | $279k | 1.2k | 232.07 | |
| Zoom Communications Cl A (ZM) | 0.1 | $278k | 3.2k | 86.28 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $276k | 1.9k | 141.94 | |
| Axcelis Technologies Com New (ACLS) | 0.1 | $275k | 3.4k | 80.36 | |
| H&R Block (HRB) | 0.1 | $274k | 6.3k | 43.58 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $269k | 1.3k | 208.68 | |
| Monolithic Power Systems (MPWR) | 0.1 | $267k | 294.00 | 909.25 | |
| Exelixis (EXEL) | 0.1 | $266k | 6.1k | 43.83 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $266k | 548.00 | 484.66 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $262k | 742.00 | 352.85 | |
| Insulet Corporation (PODD) | 0.1 | $260k | 916.00 | 284.08 | |
| Meta Platforms Cl A (META) | 0.1 | $260k | 391.00 | 664.34 | |
| Boeing Company (BA) | 0.1 | $257k | 1.2k | 217.12 | |
| Elanco Animal Health (ELAN) | 0.1 | $256k | 11k | 22.63 | |
| Chewy Cl A (CHWY) | 0.1 | $250k | 7.6k | 33.06 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $239k | 1.2k | 199.10 | |
| Pinterest Cl A (PINS) | 0.1 | $232k | 9.0k | 25.88 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $211k | 6.5k | 32.47 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $205k | 8.5k | 24.04 | |
| Amcor Ord | 0.0 | $85k | 10k | 8.34 |
