Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $225 Billion
  • Q4 2025

Mokan Wealth Management Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $14.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $14B, Vanguard Information Technolog with a value of $14B, Spdr Bloomberg 3 12 Month T Bi with a value of $12.9B, and Vanguard Growth ETF with a value of $11.4B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $199B to 225B.

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 $225 Billion
ETFs: $80.4 Billion
Technology: $34.3 Billion
Financial Services: $22.3 Billion
Healthcare: $19.5 Billion
Consumer Defensive: $19 Billion
Consumer Cyclical: $18.3 Billion
Industrials: $13.3 Billion
Communication Services: $9.52 Billion
Other: $8.89 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $225 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Mokan Wealth Management Inc. Portfolio

Follow Mokan Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mokan Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mokan Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email