13F-HR filed by MOKAN Wealth Management Inc.
MOKAN Wealth Management Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-01, with 109 holding rows worth $225,927,314.
- Accession
- 0002053727-26-000002
- Filer
- CIK 2053727
- Filed
- 2026-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 109 entries on the cover page, a total value of $225,927,314 stated on the cover page (in dollars after the unit check, H1), rows summing to $225,927,314 with VALUE read as dollars as filed, 13F file number 028-24693. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 248,915 | $14,571,440 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 156,518 | $14,343,651 | dollars as filed | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 135,356 | $13,459,846 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 18,880 | $9,041,020 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 69,182 | $8,597,969 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 25,705 | $7,954,106 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 43,159 | $7,526,952 | dollars as filed | |
| Apple Inc | 037833100 | COM | 27,316 | $6,929,271 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 28,834 | $6,005,639 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 15,124 | $5,601,685 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 42,942 | $5,165,433 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 16,065 | $4,607,997 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 27,096 | $4,596,267 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,429 | $4,537,047 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 33,400 | $4,409,031 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 19,167 | $4,166,664 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 12,262 | $3,811,156 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,079 | $3,757,881 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,658 | $3,650,931 | dollars as filed | |
| SCHD | 808524797 | COM | 110,469 | $3,389,206 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 14,783 | $3,176,694 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 9,618 | $3,162,513 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,286 | $3,035,565 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 14,860 | $2,917,425 | dollars as filed | |
| Deere & Company | 244199105 | COM | 4,794 | $2,696,259 | dollars as filed | |
| General Electric Company | 369604301 | COM | 8,485 | $2,407,899 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 6,964 | $2,351,570 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 10,690 | $2,285,666 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 10,995 | $2,236,127 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 23,168 | $2,227,202 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,291 | $2,098,684 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,656 | $2,096,527 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 6,051 | $2,067,255 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,277 | $1,869,473 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 12,514 | $1,853,401 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,818 | $1,680,385 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 11,021 | $1,593,227 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 10,925 | $1,578,449 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 4,952 | $1,393,473 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 8,912 | $1,383,350 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 3,794 | $1,376,840 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 13,361 | $1,371,778 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 4,564 | $1,348,326 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 6,717 | $1,331,952 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 5,086 | $1,322,745 | dollars as filed | |
| SMITH A O CORP COM | 831865209 | Stock | 18,258 | $1,203,911 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,927 | $1,143,474 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,110 | $1,004,910 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 6,285 | $815,754 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,679 | $809,991 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 5,479 | $762,988 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 4,774 | $741,634 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 14,739 | $739,731 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 7,918 | $729,750 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 2,202 | $711,314 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 7,835 | $706,069 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 1,612 | $703,121 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 11,938 | $697,236 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 33,396 | $693,412 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 3,190 | $693,052 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 6,588 | $692,531 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 11,053 | $678,268 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 10,191 | $672,158 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 1,131 | $670,418 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 4,223 | $667,837 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,264 | $663,004 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 5,560 | $658,450 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,766 | $656,342 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 6,995 | $651,475 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 3,752 | $650,544 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 28,834 | $648,425 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 22,310 | $640,496 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 9,777 | $639,993 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 7,929 | $637,595 | dollars as filed | |
| VGT | 92204A702 | SHS | 910 | $635,261 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 3,648 | $628,561 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 1,755 | $628,517 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 6,488 | $626,070 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 22,787 | $622,460 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 7,149 | $609,333 | dollars as filed | |
| AVNET INC COM | 053807103 | Stock | 9,837 | $606,018 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 4,585 | $603,860 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 25,177 | $602,472 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 542 | $599,659 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 13,925 | $597,290 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,829 | $595,343 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 1,271 | $587,848 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 15,721 | $585,124 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 36,667 | $576,415 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 20,842 | $562,796 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 4,110 | $561,052 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 1,627 | $559,274 | dollars as filed | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 2,843 | $554,448 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 7,844 | $540,525 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 6,845 | $527,826 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 19,877 | $527,002 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 2,453 | $514,847 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 7,601 | $490,854 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 2,493 | $470,678 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,685 | $434,945 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,043 | $422,865 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,949 | $409,331 | dollars as filed | |
| VTI | 922908769 | COM | 1,214 | $389,357 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 1,109 | $375,448 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,065 | $251,561 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,182 | $235,253 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 785 | $212,677 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 8,521 | $210,893 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 6,351 | $201,591 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002053727-26-000002 | this filing | 2026-05-01 | acceptance time not in the bulk data set |