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Mokan Wealth Management - Q1 2026 13F Filings

MO

Mokan Wealth Management Inc.

CIK: 0002053727
Address: Kansas Overland Park 14221 Metcalf Ave #102
$225.93 M
Portfolio Value
109
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. LLY Eli Lilly And Company
+$3.76 M
2. XOM Exxon Mobil Corporation
+$3.59 M
3. NVDA Nvidia Corporation
+$3.26 M
4. DE Deere & Company
+$2.7 M
5. CAT Caterpillar
+$2.69 M

Top Sells

Q1 2026
1. VGT Vanguard Information Technology Etf
−$12.3 M
2. VUG Vanguard Growth Etf
−$8.35 M
3. ABT Abbott Laboratories
−$1.59 M
4. JNJ Johnson & Johnson
−$1.55 M
5. GWW Ww Grainger
−$1.36 M

Asset Allocation

Stocks/ETFs
+0.22%
$225.93 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mokan Wealth Management Q1 2026 Filing Summary

Mokan Wealth Management Inc. filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 225.93 M reflecting a +0.22% change from the prior quarter, spanning 109 assets. The top 10 holdings comprised 41.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Mokan Wealth Management’s Q1 2026 Filing

Mokan Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mokan Wealth Management reported a managed portfolio value of 225.93 M, consisting of 109 individual positions.

This page displays the raw filing documents. To see which stocks Mokan Wealth Management bought or sold during Q1 2026, please visit Mokan Wealth Management's Portfolio Analysis page.