MOKAN Wealth Management Inc.

Registered adviser

CIK

2053727

Location

OVERLAND PARK, KS

Portfolio Value

Small $261,732,286

Diversification

Diversified

Filing Date

Global Rank

#5,642 / 8,827 ▲ 62

Top Industry

Semiconductors 16.2%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 328005

Roster of Nov 1, 2026

Regulatory AUM

$250,337,407

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$250,337,407	Individuals and high net worth (100%)
Mar 2025 to Jan 2026	$174,727,504	Individuals and high net worth (100%)
Jun 2024 to Feb 2025	$110,359,380	Individuals and high net worth (100%)

Stated strategy

Fundamental active, Value, Index / passive, Fixed income / rates, Multi-asset Form ADV Part 2A, Oct 8, 2026 · original

In the firm's words

Fundamental active: In implementing our methods of analysis, we primarily construct portfolios using individual equity securities selected through fundamental and other analysis to obtain equity exposure, supplemented on occasion by index or other open-end mutual funds and exchange-traded funds.
Value: The resulting data is used to measure the true value of the company’s stock compared to the current market value.
Index / passive: The funds that are used to obtain passive exposure are typically index mutual funds or exchange-traded funds.
Fixed income / rates: For fixed income exposure, we utilize individual U.S. Treasury securities or bond exchange-traded funds and index funds.
Multi-asset: To the extent we utilize passively managed funds, passive investing involves building portfolios that are composed of various distinct asset classes.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 45.3%, 29.3 effective positions, active share 55.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

44.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.8%; sector active share 17.6% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

95 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.4%

−0.9 pts

Top 5

29.0%

−1.1 pts

Top 10

45.3%

+0.1 pts

HHI

341

Diversified−1

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.6%	$64,378,357	13
Technology	23.8%	$62,310,009	22
Consumer Defensive	9.0%	$23,555,677	11
Healthcare	8.2%	$21,493,190	8
Financial Services	8.2%	$21,400,055	9
Consumer Cyclical	7.6%	$19,781,636	7
Industrials	7.2%	$18,848,688	9
Communication Services	6.4%	$16,861,523	7
Energy	3.8%	$9,941,838	4
Basic Materials	0.6%	$1,531,233	3
Real Estate	0.4%	$964,959	1
Utilities	0.3%	$665,121	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+22,698	26,975	$2,323,626
WMT	Walmart Inc.	+19,319	88,501	$10,023,623
CMCSA	Comcast Corp	+19,065	41,375	$1,015,756
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+17,853	266,768	$15,525,897
KHC	Kraft Heinz Co	+15,848	44,682	$1,055,388
GIS	General Mills Inc	+15,118	30,839	$1,073,197
VICI	Vici Properties Inc.	+13,558	36,345	$964,959
—		+11,106	167,624	$15,361,063
NFLX	Netflix Inc	+10,480	33,648	$2,402,467
—		+10,190	145,546	$14,464,361
VZ	Verizon Communications Inc	+7,941	22,680	$960,271
COP	Conocophillips	+6,483	39,883	$4,146,236
MRK	Merck & Co., Inc.	+6,048	48,990	$6,295,215
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+5,450	6,360	$760,147
XOM	ExxonMobil Holdings Corp	+5,348	32,444	$4,435,743
GILD	Gilead Sciences, Inc.	+4,920	10,399	$1,313,809
ABBV	AbbVie Inc.	+4,668	23,835	$5,997,839
PAYX	Paychex Inc	+4,523	12,441	$1,223,323
CL	Colgate Palmolive Co	+4,356	11,505	$1,054,778
KMB	Kimberly Clark Corp	+4,231	10,719	$1,176,624
AMZN	Amazon Com Inc	+4,226	33,060	$7,879,520
MO	Altria Group, Inc.	+4,073	14,264	$1,026,294
MCD	Mcdonalds Corp	+3,743	16,005	$4,326,311
MSFT	Microsoft Corp	+3,439	18,563	$6,924,370
HD	Home Depot, Inc.	+3,274	12,892	$4,546,750
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
FLEX	Flex Ltd.	−8,149	1,628	$263,849
ABT	Abbott Laboratories	−5,449	7,912	$717,934
CRH	Crh Public Ltd Co	−3,802	2,786	$298,102
AMD	Advanced Micro Devices Inc	−3,318	7,677	$4,459,646
EOG	Eog Resources Inc	−3,176	7,845	$1,017,731
V	Visa Inc.	−1,945	734	$251,828
GOOG	Alphabet Inc.	−1,516	14,549	$5,140,598
CBOE	Cboe Global Markets, Inc.	−1,497	3,455	$838,424
MU	Micron Technology Inc	−1,398	5,566	$6,424,778
PG	PROCTER & GAMBLE Co	−838	10,087	$1,479,157
SNA	Snap-on Inc	−528	3,266	$1,314,238
ACN	Accenture plc	−507	6,210	$772,772
CME	Cme Group Inc.	−474	4,090	$903,194
ITW	Illinois Tool Works Inc	−368	4,718	$1,276,077
KO	Coca Cola Co	−97	7,732	$628,379
UNH	Unitedhealth Group Inc	−58	727	$302,163
LRCX	Lam Research Corp	−37	10,653	$4,616,264
DY	Dycom Industries Inc	−22	1,087	$549,576
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp	5,097	$1,113,439
INTC	Intel Corp	6,347	$886,231
CSCO	Cisco Systems, Inc.	6,166	$724,258
PANW	Palo Alto Networks Inc	1,795	$612,130
CRWD	CrowdStrike Holdings, Inc.	663	$505,961
GRMN	Garmin Ltd	2,049	$486,719
KLAC	Kla Corp	1,555	$469,159
PLTR	Palantir Technologies Inc.	3,106	$362,377
TXN	Texas Instruments Inc	1,186	$353,511
LIN	Linde PLC	632	$327,970
AMGN	Amgen Inc	905	$327,718
MRVL	Marvell Technology, Inc.	1,093	$325,593
QCOM	Qualcomm Inc	1,645	$303,979
ADI	Analog Devices Inc	656	$260,543
MA	Mastercard Inc	463	$237,796
PM	Philip Morris International Inc.	1,211	$219,082
BAC	Bank Of America Corp	3,620	$206,267
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
YUM	Yum Brands Inc	4,774	$742,261
AON	Aon plc	2,202	$710,761
MCO	Moodys Corp	1,612	$703,235
FOXA	Fox Corp	11,938	$697,179
HIMS	Hims & Hers Health, Inc.	33,396	$693,300
FDS	Factset Research Systems Inc	3,190	$692,198
CTSH	Cognizant Technology Solutions Corp	11,053	$678,101
UTHR	UNITED THERAPEUTICS Corp	1,131	$670,660
JKHY	Jack Henry & Associates Inc	4,223	$667,402
ADP	Automatic Data Processing Inc	3,264	$663,179
ZTS	Zoetis Inc.	5,560	$657,247
ACLS	Axcelis Technologies Inc	6,995	$651,094
MRSH	Marsh & Mclennan Companies, Inc.	3,752	$650,784
ZM	Zoom Communications, Inc.	7,929	$637,412
DPZ	Dominos Pizza Inc	1,755	$629,676
AVT	Avnet Inc	9,837	$606,155
NBIX	Neurocrine Biosciences Inc	4,585	$604,027
ELAN	Elanco Animal Health Inc	25,177	$602,485
EXEL	Exelixis, Inc.	13,925	$597,243
MPWR	Monolithic Power Systems, Inc.	542	$592,595
LII	Lennox International Inc	1,271	$589,909
CAG	Conagra Brands Inc.	36,667	$576,405
CHWY	Chewy, Inc.	20,842	$562,734
TOL	Toll Brothers, Inc.	4,110	$560,891
RL	Ralph Lauren Corp	1,627	$559,671
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $261,732,286 total · filing declares 95 positions · $261,744,170 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	266,768	+17,853	$15,525,897	+6.5%	7	before history	5.93%
		Added	167,624	+11,106	$15,361,063	+7.1%	7	before history	5.87%
		Added	145,546	+10,190	$14,464,361	+7.5%	7	before history	5.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,168	+2,288	$10,592,255	+17.1%	7	before history	4.05%
WMT	Walmart Inc. Consumer Defensive	Added	88,501	+19,319	$10,023,623	+16.6%	7	before history	3.83%
AVGO	Broadcom Inc. Technology	Added	26,135	+430	$9,872,496	+24.1%	7	before history	3.77%
NVDA	Nvidia Corp Technology	Added	45,405	+2,246	$9,085,086	+20.7%	7	before history	3.47%
AAPL	Apple Inc. Technology	Added	29,941	+2,625	$8,663,727	+25.0%	7	before history	3.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,060	+4,226	$7,879,520	+31.2%	7	before history	3.01%
MSFT	Microsoft Corp Technology	Added	18,563	+3,439	$6,924,370	+23.7%	7	before history	2.65%
MU	Micron Technology Inc Technology	Reduced	5,566	-1,398	$6,424,778	+173.1%	3	$367.02	2.45%
MRK	Merck & Co., Inc. Healthcare	Added	48,990	+6,048	$6,295,215	+21.9%	7	before history	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,467	+3,038	$6,044,803	+33.2%	4	$302.13	2.31%
ABBV	AbbVie Inc. Healthcare	Added	23,835	+4,668	$5,997,839	+43.9%	7	before history	2.29%
GOOG	Alphabet Inc. Communication Services	Reduced	14,549	-1,516	$5,140,598	+11.5%	7	before history	1.96%
LLY	ELI LILLY & Co Healthcare	Added	4,208	+129	$5,047,201	+34.5%	2	$1,014.05	1.93%
AMAT	Applied Materials Inc Technology	Added	6,519	+468	$4,713,237	+127.9%	2	$345.35	1.80%
CAT	Caterpillar Inc Industrials	Added	4,406	+120	$4,691,949	+54.5%	4	$668.56	1.79%
LRCX	Lam Research Corp Technology	Reduced	10,653	-37	$4,616,264	+102.1%	2	$223.59	1.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	12,892	+3,274	$4,546,750	+43.7%	7	before history	1.74%
COST	Costco Wholesale Corp Consumer Defensive	Added	4,859	+1,201	$4,545,448	+24.7%	7	before history	1.74%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,677	-3,318	$4,459,646	+99.4%	2	$213.52	1.70%
XOM	ExxonMobil Holdings Corp Energy	Added	32,444	+5,348	$4,435,743	−3.5%	7	before history	1.69%
MCD	Mcdonalds Corp Consumer Cyclical	Added	16,005	+3,743	$4,326,311	+13.5%	7	before history	1.65%
GE	General Electric Co Industrials	Added	11,413	+2,928	$4,265,380	+77.1%	2	$313.98	1.63%
COP	Conocophillips Energy	Added	39,883	+6,483	$4,146,236	−6.0%	7	before history	1.58%
DE	Deere & Co Industrials	Added	6,528	+1,734	$4,140,906	+53.3%	2	$568.16	1.58%
VIG	Vanguard Specialized Funds	Added	15,351	+568	$3,632,353	+14.3%	7	before history	1.39%
GOOGL	Alphabet Inc. Communication Services	Added	10,139	+2,848	$3,623,374	+72.8%	7	before history	1.38%
SCHD	Schwab U.S. Dividend Equity ETF	Added	112,118	+1,649	$3,555,261	+4.9%	7	before history	1.36%
VTV	VANGUARD VALUE INDEX FUND	Added	15,301	+441	$3,334,546	+14.4%	7	before history	1.27%
META	Meta Platforms, Inc. Communication Services	Added	5,573	+1,917	$3,139,215	+50.1%	6	$631.25	1.20%
NFLX	Netflix Inc Communication Services	Added	33,648	+10,480	$2,402,467	+7.8%	2	$88.10	0.92%
VUG	VANGUARD GROWTH INDEX FUND	Added	26,975	+22,698	$2,323,626	+24.4%	7	before history	0.89%
VOO	VANGUARD 500 INDEX FUND	Added	3,052	+234	$2,096,144	+24.5%	7	before history	0.80%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	12,848	+334	$2,030,369	+9.6%	7	before history	0.78%
JNJ	Johnson & Johnson Healthcare	Added	5,872	+1,762	$1,491,311	+48.4%	7	before history	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,520	+1,754	$1,480,512	+125.5%	7	before history	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,087	-838	$1,479,157	−6.3%	7	before history	0.57%
SNA	Snap-on Inc Industrials	Reduced	3,266	-528	$1,314,238	−4.6%	7	before history	0.50%
GILD	Gilead Sciences, Inc. Healthcare	Added	10,399	+4,920	$1,313,809	+72.1%	7	before history	0.50%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,718	-368	$1,276,077	−3.6%	7	before history	0.49%
PEP	Pepsico Inc Consumer Defensive	Added	9,407	+495	$1,273,707	−8.0%	7	before history	0.49%
AOS	Smith A O Corp Industrials	Added	19,538	+1,280	$1,225,423	+1.8%	4	$70.29	0.47%
PAYX	Paychex Inc Technology	Added	12,441	+4,523	$1,223,323	+67.7%	7	before history	0.47%
TROW	Price T Rowe Group Inc Financial Services	Added	10,661	+2,826	$1,212,049	+71.6%	7	before history	0.46%
KMB	Kimberly Clark Corp Consumer Defensive	Added	10,719	+4,231	$1,176,624	+88.0%	7	before history	0.45%
RTX	RTX Corp Industrials	Added	5,952	+25	$1,129,272	−1.2%	7	before history	0.43%
PGR	Progressive Corp Financial Services	NEW	5,097	NEW	$1,113,439	NEW	1	$201.54	0.43%
GIS	General Mills Inc Consumer Defensive	Added	30,839	+15,118	$1,073,197	+83.4%	7	before history	0.41%

Showing the top 50 of 95 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.