Institutional Fund
Mokan Wealth Management Inc.
Overland Park, KSCIK 20537275 filings on record
Portfolio Value
$225.93M
Q1 2026
Holdings
109
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.2%
from $225.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds6.4%
- Spdr Series Trust6.3%
- Spdr Series Trust6.0%
- Berkshire Hathaway Inc Del4.0%
- Walmart Inc3.8%
- Broadcom Inc3.5%
- Other69.9%
Portfolio Holdings
109 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 248.9K | $14.57M | 6.4% | +6.7K | Added |
| 2 | Spdr Series Trust | 156.5K | $14.34M | 6.3% | +3.4K | Added |
| 3 | Spdr Series Trust | 135.4K | $13.46M | 6.0% | +5.5K | Added |
| 4 | Berkshire Hathaway Inc Del | 18.9K | $9.04M | 4.0% | +720 | Added |
| 5 | Walmart Inc | 69.2K | $8.60M | 3.8% | +9.9K | Added |
| 6 | Broadcom Inc | 25.7K | $7.95M | 3.5% | −1.1K | Reduced |
| 7 | Nvidia Corporation | 43.2K | $7.53M | 3.3% | +18.7K | Added |
| 8 | Apple Inc | 27.3K | $6.93M | 3.1% | +1.3K | Added |
| 9 | Amazon Com Inc | 28.8K | $6.01M | 2.7% | +5.0K | Added |
| 10 | Microsoft Corp | 15.1K | $5.60M | 2.5% | +1.4K | Added |
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