Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $15.5M | 5.9% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $15.4M | 5.9% |
| SPDR Series TrustST STR BL 12 ETF | ST STR BL 12 ETF | $14.5M | 5.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $10.6M | 4.0% |
| Walmart Inc.COM | COM | $10M | 3.8% |
| Broadcom Inc.COM | COM | $9.87M | 3.8% |
| Nvidia CorporationCOM | COM | $9.09M | 3.5% |
| Apple Inc.COM | COM | $8.66M | 3.3% |
| Amazon Com Inc.COM | COM | $7.88M | 3.0% |
| Microsoft Corp.COM | COM | $6.92M | 2.6% |
| Micron Technology Inc.COM | COM | $6.43M | 2.5% |
| Merck & CO Inc.COM | COM | $6.29M | 2.4% |
| JPMORGAN Chase & COCOM | COM | $6.04M | 2.3% |
| Abbvie Inc.COM | COM | $6M | 2.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.14M | 2.0% |
| Eli Lilly & COCOM | COM | $5.05M | 1.9% |
| Applied Matls Inc.COM | COM | $4.71M | 1.8% |
| Caterpillar Inc.COM | COM | $4.7M | 1.8% |
| Lam Research Corp.COM NEW | COM NEW | $4.62M | 1.8% |
| Home Depot Inc.COM | COM | $4.54M | 1.7% |
| Costco Wholesale CorporationCOM | COM | $4.53M | 1.7% |
| Advanced Micro Devices Inc.COM | COM | $4.46M | 1.7% |
| Exxon Mobil Corp.COM | COM | $4.44M | 1.7% |
| Mcdonalds Corp.COM | COM | $4.33M | 1.7% |
| GE AerospaceCOM NEW | COM NEW | $4.26M | 1.6% |
| ConocophillipsCOM | COM | $4.15M | 1.6% |
| Deere & COCOM | COM | $4.14M | 1.6% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $3.63M | 1.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.62M | 1.4% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $3.56M | 1.4% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.34M | 1.3% |
| Meta Platforms Inc.CL A | CL A | $3.14M | 1.2% |
| Netflix Inc..COM | COM | $2.4M | 0.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $2.32M | 0.9% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.09M | 0.8% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $2.03M | 0.8% |
| Johnson & JohnsonCOM | COM | $1.49M | 0.6% |
| Tesla Inc.COM | COM | $1.48M | 0.6% |
| Procter & Gamble COCOM | COM | $1.48M | 0.6% |
| Snap ON Inc.COM | COM | $1.32M | 0.5% |
| Gilead Sciences Inc.COM | COM | $1.31M | 0.5% |
| Illinois Tool Wks Inc.COM | COM | $1.28M | 0.5% |
| Pepsico Inc.COM | COM | $1.27M | 0.5% |
| Smith A O Corp.COM | COM | $1.23M | 0.5% |
| Paychex Inc.COM | COM | $1.22M | 0.5% |
| Price T Rowe Group Inc.COM | COM | $1.21M | 0.5% |
| Kimberly-clark Corp.COM | COM | $1.18M | 0.4% |
| Rtx CorporationCOM | COM | $1.13M | 0.4% |
| Progressive Corp.COM | COM | $1.11M | 0.4% |
| General Mills Inc.COM | COM | $1.07M | 0.4% |
Vanguard Scottsdale FdsSHORT TERM TREAS$15.5M
- Class
- SHORT TERM TREAS
- Share
- 5.9%
SPDR Series TrustST STR BLO 1 ETF$15.4M
- Class
- ST STR BLO 1 ETF
- Share
- 5.9%
SPDR Series TrustST STR BL 12 ETF$14.5M
- Class
- ST STR BL 12 ETF
- Share
- 5.5%
Berkshire Hathaway Inc. DelCL B NEW$10.6M
- Class
- CL B NEW
- Share
- 4.0%
Walmart Inc.COM$10M
- Class
- COM
- Share
- 3.8%
Broadcom Inc.COM$9.87M
- Class
- COM
- Share
- 3.8%
Nvidia CorporationCOM$9.09M
- Class
- COM
- Share
- 3.5%
Apple Inc.COM$8.66M
- Class
- COM
- Share
- 3.3%
Amazon Com Inc.COM$7.88M
- Class
- COM
- Share
- 3.0%
Microsoft Corp.COM$6.92M
- Class
- COM
- Share
- 2.6%
Micron Technology Inc.COM$6.43M
- Class
- COM
- Share
- 2.5%
Merck & CO Inc.COM$6.29M
- Class
- COM
- Share
- 2.4%
JPMORGAN Chase & COCOM$6.04M
- Class
- COM
- Share
- 2.3%
Abbvie Inc.COM$6M
- Class
- COM
- Share
- 2.3%
Alphabet Inc.CAP STK CL C$5.14M
- Class
- CAP STK CL C
- Share
- 2.0%
Eli Lilly & COCOM$5.05M
- Class
- COM
- Share
- 1.9%
Applied Matls Inc.COM$4.71M
- Class
- COM
- Share
- 1.8%
Caterpillar Inc.COM$4.7M
- Class
- COM
- Share
- 1.8%
Lam Research Corp.COM NEW$4.62M
- Class
- COM NEW
- Share
- 1.8%
Home Depot Inc.COM$4.54M
- Class
- COM
- Share
- 1.7%
Costco Wholesale CorporationCOM$4.53M
- Class
- COM
- Share
- 1.7%
Advanced Micro Devices Inc.COM$4.46M
- Class
- COM
- Share
- 1.7%
Exxon Mobil Corp.COM$4.44M
- Class
- COM
- Share
- 1.7%
Mcdonalds Corp.COM$4.33M
- Class
- COM
- Share
- 1.7%
GE AerospaceCOM NEW$4.26M
- Class
- COM NEW
- Share
- 1.6%
ConocophillipsCOM$4.15M
- Class
- COM
- Share
- 1.6%
Deere & COCOM$4.14M
- Class
- COM
- Share
- 1.6%
Vanguard Specialized FundsDIV APP ETF$3.63M
- Class
- DIV APP ETF
- Share
- 1.4%
Alphabet Inc.CAP STK CL A$3.62M
- Class
- CAP STK CL A
- Share
- 1.4%
Schwab Strategic TRUS DIVIDEND EQ$3.56M
- Class
- US DIVIDEND EQ
- Share
- 1.4%
Vanguard Index FdsVALUE ETF$3.34M
- Class
- VALUE ETF
- Share
- 1.3%
Meta Platforms Inc.CL A$3.14M
- Class
- CL A
- Share
- 1.2%
Netflix Inc..COM$2.4M
- Class
- COM
- Share
- 0.9%
Vanguard Index FdsGROWTH ETF$2.32M
- Class
- GROWTH ETF
- Share
- 0.9%
Vanguard Index FdsS&P 500 ETF SHS$2.09M
- Class
- S&P 500 ETF SHS
- Share
- 0.8%
Vanguard Whitehall FdsHIGH DIV YLD$2.03M
- Class
- HIGH DIV YLD
- Share
- 0.8%
Johnson & JohnsonCOM$1.49M
- Class
- COM
- Share
- 0.6%
Tesla Inc.COM$1.48M
- Class
- COM
- Share
- 0.6%
Procter & Gamble COCOM$1.48M
- Class
- COM
- Share
- 0.6%
Snap ON Inc.COM$1.32M
- Class
- COM
- Share
- 0.5%
Gilead Sciences Inc.COM$1.31M
- Class
- COM
- Share
- 0.5%
Illinois Tool Wks Inc.COM$1.28M
- Class
- COM
- Share
- 0.5%
Pepsico Inc.COM$1.27M
- Class
- COM
- Share
- 0.5%
Smith A O Corp.COM$1.23M
- Class
- COM
- Share
- 0.5%
Paychex Inc.COM$1.22M
- Class
- COM
- Share
- 0.5%
Price T Rowe Group Inc.COM$1.21M
- Class
- COM
- Share
- 0.5%
Kimberly-clark Corp.COM$1.18M
- Class
- COM
- Share
- 0.4%
Rtx CorporationCOM$1.13M
- Class
- COM
- Share
- 0.4%
Progressive Corp.COM$1.11M
- Class
- COM
- Share
- 0.4%
General Mills Inc.COM$1.07M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 95 positions by value, with holdings of the same security combined. The 95 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2053727
- File number
- 028-24693
- Options
- 0 call, 0 put
- In the 25 largest
- 70.3%
- Prior quarter
- $226M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 31
Common questions
What are Mokan Wealth Management’s 13F holdings worth?
$262 million across 95 positions for the quarter ended 30 June 2026.
What is Mokan Wealth Management’s largest 13F holding?
VANGUARD SCOTTSDALE FDS (SHORT TERM TREAS) was the largest position at $15.5 million, or 5.9% of reported 13F value, as of 30 June 2026.
How concentrated is Mokan Wealth Management’s 13F portfolio?
The ten largest positions accounted for 41.4% of reported value and the twenty-five largest for 70.3%, across 95 positions as of 30 June 2026.
Does Form 13F show everything Mokan Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Mokan Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.