MOKAN Wealth Management as of June 30, 2026
Portfolio Holdings for MOKAN Wealth Management
MOKAN Wealth Management holds 95 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.9 | $16M | 267k | 58.20 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 5.9 | $15M | 168k | 91.64 | |
| Spdr Series Trust St Str Bl 12 Etf (BILS) | 5.5 | $15M | 146k | 99.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $11M | 21k | 500.38 | |
| Wal-Mart Stores (WMT) | 3.8 | $10M | 89k | 113.26 | |
| Broadcom (AVGO) | 3.8 | $9.9M | 26k | 377.69 | |
| NVIDIA Corporation (NVDA) | 3.5 | $9.1M | 45k | 200.11 | |
| Apple (AAPL) | 3.3 | $8.7M | 30k | 289.31 | |
| Amazon (AMZN) | 3.0 | $7.9M | 33k | 238.40 | |
| Microsoft Corporation (MSFT) | 2.6 | $6.9M | 19k | 373.03 | |
| Micron Technology (MU) | 2.5 | $6.4M | 5.6k | 1155.19 | |
| Merck & Co (MRK) | 2.4 | $6.3M | 49k | 128.49 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $6.0M | 19k | 327.32 | |
| Abbvie (ABBV) | 2.3 | $6.0M | 24k | 251.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.1M | 15k | 353.52 | |
| Eli Lilly & Co. (LLY) | 1.9 | $5.1M | 4.2k | 1200.36 | |
| Applied Materials (AMAT) | 1.8 | $4.7M | 6.5k | 722.93 | |
| Caterpillar (CAT) | 1.8 | $4.7M | 4.4k | 1067.20 | |
| Lam Research Corp Com New (LRCX) | 1.8 | $4.6M | 11k | 433.31 | |
| Home Depot (HD) | 1.7 | $4.5M | 13k | 352.39 | |
| Costco Wholesale Corporation (COST) | 1.7 | $4.5M | 4.9k | 933.04 | |
| Advanced Micro Devices (AMD) | 1.7 | $4.5M | 7.7k | 581.61 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $4.4M | 32k | 136.71 | |
| McDonald's Corporation (MCD) | 1.7 | $4.3M | 16k | 270.33 | |
| Ge Aerospace Com New (GE) | 1.6 | $4.3M | 11k | 373.57 | |
| ConocoPhillips (COP) | 1.6 | $4.1M | 40k | 103.96 | |
| Deere & Company (DE) | 1.6 | $4.1M | 6.5k | 633.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $3.6M | 15k | 236.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.6M | 10k | 357.34 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $3.6M | 112k | 31.71 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $3.3M | 15k | 218.05 | |
| Meta Platforms Cl A (META) | 1.2 | $3.1M | 5.6k | 563.88 | |
| Netflix (NFLX) | 0.9 | $2.4M | 34k | 71.41 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.3M | 27k | 86.14 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.1M | 3.1k | 686.33 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.0M | 13k | 157.91 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 5.9k | 254.10 | |
| Tesla Motors (TSLA) | 0.6 | $1.5M | 3.5k | 420.99 | |
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 10k | 146.62 | |
| Snap-on Incorporated (SNA) | 0.5 | $1.3M | 3.3k | 402.84 | |
| Gilead Sciences (GILD) | 0.5 | $1.3M | 10k | 126.45 | |
| Illinois Tool Works (ITW) | 0.5 | $1.3M | 4.7k | 270.45 | |
| Pepsi (PEP) | 0.5 | $1.3M | 9.4k | 135.34 | |
| A. O. Smith Corporation (AOS) | 0.5 | $1.2M | 20k | 62.72 | |
| Paychex (PAYX) | 0.5 | $1.2M | 12k | 98.35 | |
| T. Rowe Price (TROW) | 0.5 | $1.2M | 11k | 113.65 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.2M | 11k | 109.84 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | 6.0k | 189.74 | |
| Progressive Corporation (PGR) | 0.4 | $1.1M | 5.1k | 218.29 | |
| General Mills (GIS) | 0.4 | $1.1M | 31k | 34.80 | |
| Avery Dennison Corporation (AVY) | 0.4 | $1.1M | 6.6k | 162.35 | |
| Kraft Heinz (KHC) | 0.4 | $1.1M | 45k | 23.62 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.1M | 12k | 91.71 | |
| Altria (MO) | 0.4 | $1.0M | 14k | 71.94 | |
| EOG Resources (EOG) | 0.4 | $1.0M | 7.8k | 129.63 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.0M | 41k | 24.55 | |
| Vici Pptys (VICI) | 0.4 | $965k | 36k | 26.55 | |
| Verizon Communications (VZ) | 0.4 | $960k | 23k | 42.34 | |
| CF Industries Holdings (CF) | 0.3 | $905k | 8.4k | 108.25 | |
| Cme (CME) | 0.3 | $903k | 4.1k | 220.80 | |
| Intel Corporation (INTC) | 0.3 | $886k | 6.3k | 139.52 | |
| CBOE Holdings (CBOE) | 0.3 | $838k | 3.5k | 242.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $773k | 6.2k | 124.49 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $760k | 6.4k | 119.55 | |
| Cisco Systems (CSCO) | 0.3 | $724k | 6.2k | 117.45 | |
| Abbott Laboratories (ABT) | 0.3 | $718k | 7.9k | 90.70 | |
| Nextera Energy (NEE) | 0.3 | $665k | 7.6k | 87.75 | |
| Coca-Cola Company (KO) | 0.2 | $629k | 7.7k | 81.28 | |
| Palo Alto Networks (PANW) | 0.2 | $612k | 1.8k | 341.07 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $607k | 7.1k | 85.49 | |
| Metropcs Communications (TMUS) | 0.2 | $580k | 3.5k | 167.76 | |
| Dycom Industries (DY) | 0.2 | $549k | 1.1k | 505.09 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $506k | 663.00 | 763.67 | |
| Garmin SHS (GRMN) | 0.2 | $487k | 2.0k | 237.52 | |
| Kla Corp Com New (KLAC) | 0.2 | $471k | 1.6k | 302.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $450k | 1.2k | 370.08 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $362k | 3.1k | 116.53 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $356k | 1.2k | 299.83 | |
| Chevron Corporation (CVX) | 0.1 | $342k | 2.1k | 165.70 | |
| Linde SHS (LIN) | 0.1 | $329k | 632.00 | 520.36 | |
| Marvell Technology (MRVL) | 0.1 | $327k | 1.1k | 298.97 | |
| Amgen (AMGN) | 0.1 | $327k | 905.00 | 361.05 | |
| Qualcomm (QCOM) | 0.1 | $303k | 1.6k | 184.34 | |
| UnitedHealth (UNH) | 0.1 | $301k | 727.00 | 414.42 | |
| CRH Ord (CRH) | 0.1 | $298k | 2.8k | 107.00 | |
| Flex Ord (FLEX) | 0.1 | $264k | 1.6k | 161.98 | |
| Analog Devices (ADI) | 0.1 | $261k | 656.00 | 397.18 | |
| Boeing Company (BA) | 0.1 | $256k | 1.2k | 216.47 | |
| Visa Com Cl A (V) | 0.1 | $252k | 734.00 | 343.83 | |
| H&R Block (HRB) | 0.1 | $245k | 6.4k | 38.08 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $238k | 463.00 | 512.96 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $238k | 8.6k | 27.70 | |
| Lowe's Companies (LOW) | 0.1 | $236k | 1.1k | 220.29 | |
| Philip Morris International (PM) | 0.1 | $219k | 1.2k | 180.61 | |
| Bank of America Corporation (BAC) | 0.1 | $206k | 3.6k | 56.98 |
