Mokan Wealth Management Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $12.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $12.2B, Spdr Bloomberg 3 12 Month T Bi with a value of $11B, Broadcom Inc. with a value of $7.71B, and Vanguard Information Technolog with a value of $6.81B.
Examining the 13F form we can see an increase of $13B in the current position value, from $166B to 179B.
Mokan Wealth Management Inc. is based out at Overland Park, KS
Below you can find more details about Mokan Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$179 Billion
ETFs: $56.7 Billion
Technology: $27 Billion
Healthcare: $20.1 Billion
Consumer Defensive: $17.8 Billion
Financial Services: $15.1 Billion
Consumer Cyclical: $14.4 Billion
Industrials: $10.9 Billion
Energy: $7.14 Billion
Other: $9.74 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
