MOKAN Wealth Management

MOKAN Wealth Management as of March 31, 2026

Portfolio Holdings for MOKAN Wealth Management

MOKAN Wealth Management holds 109 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.4 $15M 249k 58.54
Spdr Series Trust State Street Spd (BIL) 6.3 $14M 157k 91.64
Spdr Series Trust State Street Spd (BILS) 6.0 $14M 135k 99.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.0 $9.0M 19k 478.87
Wal-Mart Stores (WMT) 3.8 $8.6M 69k 124.28
Broadcom (AVGO) 3.5 $8.0M 26k 309.44
NVIDIA Corporation (NVDA) 3.3 $7.5M 43k 174.40
Apple (AAPL) 3.1 $6.9M 27k 253.67
Amazon (AMZN) 2.7 $6.0M 29k 208.28
Microsoft Corporation (MSFT) 2.5 $5.6M 15k 370.38
Merck & Co (MRK) 2.3 $5.2M 43k 120.29
Alphabet Cap Stk Cl C (GOOG) 2.0 $4.6M 16k 286.83
Exxon Mobil Corporation (XOM) 2.0 $4.6M 27k 169.63
JPMorgan Chase & Co. (JPM) 2.0 $4.5M 15k 294.06
ConocoPhillips (COP) 2.0 $4.4M 33k 132.01
Abbvie (ABBV) 1.8 $4.2M 19k 217.39
McDonald's Corporation (MCD) 1.7 $3.8M 12k 310.81
Eli Lilly & Co. (LLY) 1.7 $3.8M 4.1k 921.28
Costco Wholesale Corporation (COST) 1.6 $3.7M 3.7k 998.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $3.4M 111k 30.68
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $3.2M 15k 214.89
Home Depot (HD) 1.4 $3.2M 9.6k 328.81
Caterpillar (CAT) 1.3 $3.0M 4.3k 708.25
Vanguard Index Fds Value Etf (VTV) 1.3 $2.9M 15k 196.33
Deere & Company (DE) 1.2 $2.7M 4.8k 562.42
Ge Aerospace Com New (GE) 1.1 $2.4M 8.5k 283.78
Micron Technology (MU) 1.0 $2.4M 7.0k 337.68
Lam Research Corp Com New (LRCX) 1.0 $2.3M 11k 213.81
Advanced Micro Devices (AMD) 1.0 $2.2M 11k 203.38
Netflix (NFLX) 1.0 $2.2M 23k 96.13
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.1M 7.3k 287.85
Meta Platforms Cl A (META) 0.9 $2.1M 3.7k 573.45
Applied Materials (AMAT) 0.9 $2.1M 6.1k 341.64
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.9M 4.3k 437.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.9M 13k 148.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.7M 2.8k 596.30
EOG Resources (EOG) 0.7 $1.6M 11k 144.56
Procter & Gamble Company (PG) 0.7 $1.6M 11k 144.48
CBOE Holdings (CBOE) 0.6 $1.4M 5.0k 281.40
Pepsi (PEP) 0.6 $1.4M 8.9k 155.22
Snap-on Incorporated (SNA) 0.6 $1.4M 3.8k 362.90
Abbott Laboratories (ABT) 0.6 $1.4M 13k 102.67
Cme (CME) 0.6 $1.3M 4.6k 295.43
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.3M 6.7k 198.30
Illinois Tool Works (ITW) 0.6 $1.3M 5.1k 260.08
A. O. Smith Corporation (AOS) 0.5 $1.2M 18k 65.94
Raytheon Technologies Corp (RTX) 0.5 $1.1M 5.9k 192.93
Johnson & Johnson (JNJ) 0.4 $1.0M 4.1k 244.50
CF Industries Holdings (CF) 0.4 $816k 6.3k 129.79
Visa Com Cl A (V) 0.4 $810k 2.7k 302.35
Gilead Sciences (GILD) 0.3 $763k 5.5k 139.26
Yum! Brands (YUM) 0.3 $742k 4.8k 155.35
Verizon Communications (VZ) 0.3 $740k 15k 50.19
Paychex (PAYX) 0.3 $730k 7.9k 92.16
Aon Shs Cl A (AON) 0.3 $711k 2.2k 323.03
T. Rowe Price (TROW) 0.3 $706k 7.8k 90.12
Moody's Corporation (MCO) 0.3 $703k 1.6k 436.18
Fox Corp Cl A Com (FOXA) 0.3 $697k 12k 58.40
Hims & Hers Health Com Cl A (HIMS) 0.3 $693k 33k 20.76
FactSet Research Systems (FDS) 0.3 $693k 3.2k 217.26
CRH Ord (CRH) 0.3 $693k 6.6k 105.12
Cognizant Technology Solutio Cl A (CTSH) 0.3 $678k 11k 61.37
Altria (MO) 0.3 $672k 10k 65.96
United Therapeutics Corporation (UTHR) 0.3 $670k 1.1k 592.77
Jack Henry & Associates (JKHY) 0.3 $668k 4.2k 158.14
Automatic Data Processing (ADP) 0.3 $663k 3.3k 203.13
Zoetis Cl A (ZTS) 0.3 $659k 5.6k 118.43
Tesla Motors (TSLA) 0.3 $656k 1.8k 371.65
Axcelis Technologies Com New (ACLS) 0.3 $652k 7.0k 93.13
Marsh & McLennan Companies (MRSH) 0.3 $651k 3.8k 173.39
Kraft Heinz (KHC) 0.3 $648k 29k 22.49
Comcast Corp Cl A (CMCSA) 0.3 $641k 22k 28.71
Flextronics Intl Ord (FLEX) 0.3 $640k 9.8k 65.46
Zoom Communications Cl A (ZM) 0.3 $638k 7.9k 80.41
Vanguard World Inf Tech Etf (VGT) 0.3 $635k 910.00 698.09
Avery Dennison Corporation (AVY) 0.3 $629k 3.6k 172.30
Domino's Pizza (DPZ) 0.3 $629k 1.8k 358.13
Kimberly-Clark Corporation (KMB) 0.3 $626k 6.5k 96.50
Vici Pptys (VICI) 0.3 $623k 23k 27.32
Colgate-Palmolive Company (CL) 0.3 $609k 7.1k 85.23
Avnet (AVT) 0.3 $606k 9.8k 61.61
Neurocrine Biosciences (NBIX) 0.3 $604k 4.6k 131.70
Elanco Animal Health (ELAN) 0.3 $603k 25k 23.93
Monolithic Power Systems (MPWR) 0.3 $600k 542.00 1106.38
Exelixis (EXEL) 0.3 $597k 14k 42.89
Coca-Cola Company (KO) 0.3 $595k 7.8k 76.04
Lennox International (LII) 0.3 $588k 1.3k 462.51
General Mills (GIS) 0.3 $585k 16k 37.22
ConAgra Foods (CAG) 0.3 $576k 37k 15.72
Chewy Cl A (CHWY) 0.2 $563k 21k 27.00
Toll Brothers (TOL) 0.2 $561k 4.1k 136.51
Ralph Lauren Corp Cl A (RL) 0.2 $559k 1.6k 343.75
Asbury Automotive (ABG) 0.2 $554k 2.8k 195.02
Merit Medical Systems (MMSI) 0.2 $541k 7.8k 68.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $528k 6.8k 77.11
Toast Cl A (TOST) 0.2 $527k 20k 26.51
Insulet Corporation (PODD) 0.2 $515k 2.5k 209.88
Halozyme Therapeutics (HALO) 0.2 $491k 7.6k 64.58
Tenet Healthcare Corp Com New (THC) 0.2 $471k 2.5k 188.80
Nextera Energy (NEE) 0.2 $435k 4.7k 92.84
Chevron Corporation (CVX) 0.2 $423k 2.0k 206.98
Metropcs Communications (TMUS) 0.2 $409k 1.9k 210.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $389k 1.2k 320.72
Dycom Industries (DY) 0.2 $375k 1.1k 338.55
Lowe's Companies (LOW) 0.1 $252k 1.1k 236.21
Boeing Company (BA) 0.1 $235k 1.2k 199.03
UnitedHealth (UNH) 0.1 $213k 785.00 270.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $211k 8.5k 24.75
H&R Block (HRB) 0.1 $202k 6.4k 31.74