Mokan Wealth Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Mokan Wealth Management Inc. disclosed 95 stock positions valued at approximately $261.74M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, SPDR SERIES TRUST, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $261.74M
Holdings by Sector
Mokan Wealth Management Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 5.93% | 266,768 | +17,853 | +7.17% | $15,525,707 |
| SPDR SERIES TRUST | BIL | Other | 5.87% | 167,624 | +11,106 | +7.10% | $15,361,538 |
| SPDR SERIES TRUST | BILS | Other | 5.53% | 145,546 | +10,190 | +7.53% | $14,464,141 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.05% | 21,168 | +2,288 | +12.12% | $10,592,145 |
| WALMART INC | WMT | Consumer Defensive | 3.83% | 88,501 | +19,319 | +27.92% | $10,023,994 |
| BROADCOM INC | AVGO | Technology | 3.77% | 26,135 | +430 | +1.67% | $9,871,058 |
| NVIDIA CORPORATION | NVDA | Technology | 3.47% | 45,405 | +2,246 | +5.20% | $9,086,146 |
| APPLE INC | AAPL | Technology | 3.31% | 29,941 | +2,625 | +9.61% | $8,662,225 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.01% | 33,060 | +4,226 | +14.66% | $7,881,626 |
| MICROSOFT CORP | MSFT | Technology | 2.65% | 18,563 | +3,439 | +22.74% | $6,924,480 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.46% | 5,566 | -1,398 | -20.07% | $6,429,797 |
| MERCK & CO INC | MRK | Healthcare | 2.40% | 48,990 | +6,048 | +14.08% | $6,294,916 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.31% | 18,467 | +3,038 | +19.69% | $6,044,532 |
| ABBVIE INC | ABBV | Healthcare | 2.29% | 23,835 | +4,668 | +24.35% | $5,999,539 |
| ALPHABET INC | GOOG | Communication Services | 1.97% | 14,549 | -1,516 | -9.44% | $5,143,410 |
| ELI LILLY & CO | LLY | Healthcare | 1.93% | 4,208 | +129 | +3.16% | $5,051,125 |
| APPLIED MATLS INC | AMAT | Technology | 1.80% | 6,519 | +468 | +7.73% | $4,712,749 |
| CATERPILLAR INC | CAT | Industrials | 1.80% | 4,406 | +120 | +2.80% | $4,702,080 |
| LAM RESEARCH CORP | LRCX | Other | 1.76% | 10,653 | -37 | -0.35% | $4,616,013 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.74% | 12,892 | +3,274 | +34.04% | $4,542,992 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.73% | 4,859 | +1,201 | +32.83% | $4,533,655 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.71% | 7,677 | -3,318 | -30.18% | $4,464,993 |
| EXXON MOBIL CORP | XOM | Energy | 1.69% | 32,444 | +5,348 | +19.74% | $4,435,446 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.65% | 16,005 | +3,743 | +30.53% | $4,326,694 |
| GE AEROSPACE | GE | Industrials | 1.63% | 11,413 | +2,928 | +34.51% | $4,263,504 |
| CONOCOPHILLIPS | COP | Energy | 1.58% | 39,883 | +6,483 | +19.41% | $4,146,271 |
| DEERE & CO | DE | Industrials | 1.58% | 6,528 | +1,734 | +36.17% | $4,135,947 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.39% | 15,351 | +568 | +3.84% | $3,631,969 |
| ALPHABET INC | GOOGL | Communication Services | 1.38% | 10,139 | +2,848 | +39.06% | $3,623,057 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.36% | 112,118 | +1,649 | +1.49% | $3,555,444 |
Showing 30 of 95 holdings in the latest reporting period.