Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $199 Billion
  • Q3 2025

Mokan Wealth Management Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $12.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $12.7B, Spdr Bloomberg 3 12 Month T Bi with a value of $11.5B, Vanguard Information Technolog with a value of $8.85B, and Broadcom Inc. with a value of $8.36B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $179B to 199B.

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 $199 Billion
ETFs: $64.4 Billion
Technology: $31 Billion
Consumer Defensive: $20.8 Billion
Financial Services: $18.1 Billion
Healthcare: $18 Billion
Consumer Cyclical: $16.1 Billion
Industrials: $13.9 Billion
Communication Services: $8.38 Billion
Other: $8.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$809 Million 0.41% of portfolio
2,992
Q3 2025 Added 14.9%
$156B
$809 Million 0.41% of portfolio
7,292
Q3 2025 Reduced 62.32%
$172B
$776 Million 0.39% of portfolio
17,664
Q3 2025 Added 7.48%
$16.9B
$770 Million 0.39% of portfolio
8,583
Q3 2025 Added 19.71%
$23B
$752 Million 0.38% of portfolio
7,321
Q3 2025 Reduced 5.95%
$19.8B
$750 Million 0.38% of portfolio
11,896
Q3 2025 Reduced 1.02%
$15.6B
$756 Million 0.38% of portfolio
3,964
Q3 2025 Added 3.82%
$104B
$737 Million 0.37% of portfolio
11,157
Q3 2025 Reduced 0.64%
$1.29T
$740 Million 0.37% of portfolio
1,664
Q3 2025 Reduced 2.86%
$35.1B
$730 Million 0.37% of portfolio
5,870
Q3 2025 Added 14.56%
$28.1B
$738 Million 0.37% of portfolio
14,646
Q3 2025 Added 16.27%
$67.6B
$720 Million 0.36% of portfolio
14,899
Q3 2025 Reduced 0.57%
$29.2B
$707 Million 0.36% of portfolio
21,671
Q3 2025 Added 3.74%
$30.4B
$702 Million 0.35% of portfolio
26,942
Q3 2025 New
$8.36B
$688 Million 0.35% of portfolio
37,566
Q3 2025 Added 28.31%
$120B
$672 Million 0.34% of portfolio
21,379
Q3 2025 New
$490B
$657 Million 0.33% of portfolio
5,826
Q3 2025 Added 0.83%
$306B
$560 Million 0.28% of portfolio
8,451
Q3 2025 Added 1.03%
$269B
$485 Million 0.24% of portfolio
2,026
Q3 2025 Added 0.35%
$0
$356 Million 0.18% of portfolio
4,849
Q3 2025 Added 18.27%
$168B
$341 Million 0.17% of portfolio
4,512
Q3 2025 Reduced 4.14%
$23.9B
$333 Million 0.17% of portfolio
-
Q2 2025 Reduced 65.24%
$61.4B
$333 Million 0.17% of portfolio
1,633
Q3 2025 Added 22.97%
$7.02B
$316 Million 0.16% of portfolio
6,240
Q3 2025 Added 0.66%
$300B
$318 Million 0.16% of portfolio
918
Q3 2025 Reduced 89.55%
$303B
$298 Million 0.15% of portfolio
1,921
Q3 2025 Added 1.05%
$1.37T
$290 Million 0.15% of portfolio
392
Q3 2025 Added 3.43%
$8.58B
$301 Million 0.15% of portfolio
1,031
Q3 2025 Added 17.69%
$140B
$276 Million 0.14% of portfolio
1,099
Q3 2025 Added 0.46%
$114B
$250 Million 0.13% of portfolio
1,157
Q2 2025 New
$2.69B
$257 Million 0.13% of portfolio
2,631
Q3 2025 New
$27.2B
$242 Million 0.12% of portfolio
4,171
Q3 2025 Added 3.47%
$43.2B
$229 Million 0.12% of portfolio
248
Q3 2025 New
$27.2B
$238 Million 0.12% of portfolio
1,095
Q3 2025 Added 8.96%
$14.8B
$215 Million 0.11% of portfolio
1,561
Q3 2025 New
$12.2B
$217 Million 0.11% of portfolio
1,113
Q3 2025 New
$291B
$225 Million 0.11% of portfolio
471
Q3 2025 New
$7.35B
$217 Million 0.11% of portfolio
3,831
Q3 2025 New
$20.6B
$228 Million 0.11% of portfolio
6,405
Q3 2025 New
$4.32B
$216 Million 0.11% of portfolio
4,132
Q3 2025 New
$13.9B
$220 Million 0.11% of portfolio
1,565
Q3 2025 New
$32.4B
$220 Million 0.11% of portfolio
800
Q3 2025 New
$49.5B
$216 Million 0.11% of portfolio
1,279
Q3 2025 New
$13.4B
$206 Million 0.1% of portfolio
4,981
Q3 2025 New
$237B
$203 Million 0.1% of portfolio
1,252
Q3 2025 Added 1.21%
$4.92B
$208 Million 0.1% of portfolio
855
Q3 2025 New
$23.1B
$202 Million 0.1% of portfolio
655
Q3 2025 New
$21.1B
$207 Million 0.1% of portfolio
2,508
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $199 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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