Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOKAN Wealth Management Inc. (CIK 2053727) reported $225.9M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGSH ($14.6M, 6.45%), BIL ($14.3M, 6.35%), BILS ($13.5M, 5.96%), BRK/B ($9.0M, 4.00%), WMT ($8.6M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $14.6M | 6.45% | 248,915 | Added |
| 2 | BIL | SPDR SERIES TRUST | $14.3M | 6.35% | 156,518 | Added |
| 3 | BILS | SPDR SERIES TRUST | $13.5M | 5.96% | 135,356 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.0M | 4.00% | 18,880 | Added |
| 5 | WMT | WALMART INC | $8.6M | 3.81% | 69,182 | Added |
| 6 | AVGO | BROADCOM INC | $8.0M | 3.52% | 25,705 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $7.5M | 3.33% | 43,159 | Added |
| 8 | AAPL | APPLE INC | $6.9M | 3.07% | 27,316 | Added |
| 9 | AMZN | AMAZON COM INC | $6.0M | 2.66% | 28,834 | Added |
| 10 | MSFT | MICROSOFT CORP | $5.6M | 2.48% | 15,124 | Added |
| 11 | MRK | MERCK & CO INC | $5.2M | 2.29% | 42,942 | Trimmed |
| 12 | GOOG | ALPHABET INC | $4.6M | 2.04% | 16,065 | Added |
| 13 | XOM | EXXON MOBIL CORP | $4.6M | 2.03% | 27,096 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $4.5M | 2.01% | 15,429 | Added |
| 15 | COP | CONOCOPHILLIPS | $4.4M | 1.95% | 33,400 | Trimmed |
| 16 | ABBV | ABBVIE INC | $4.2M | 1.84% | 19,167 | Trimmed |
| 17 | MCD | MCDONALDS CORP | $3.8M | 1.69% | 12,262 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $3.8M | 1.66% | 4,079 | New |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $3.7M | 1.62% | 3,658 | Trimmed |
| 20 | SCHD | SCHWAB STRATEGIC TR | $3.4M | 1.50% | 110,469 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.41% | 14,783 | Added |
| 22 | HD | HOME DEPOT INC | $3.2M | 1.40% | 9,618 | Added |
| 23 | CAT | CATERPILLAR INC | $3.0M | 1.34% | 4,286 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $2.9M | 1.29% | 14,860 | Trimmed |
| 25 | DE | DEERE & CO | $2.7M | 1.19% | 4,794 | New |
Source: SEC Form 13F filings · as of 2026-03-31