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Mokan Wealth Management - Q2 2026 13F Filings

MO

Mokan Wealth Management Inc.

CIK: 0002053727
Address: Kansas Overland Park 14221 Metcalf Ave #102
$261.74 M
Portfolio Value
95
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. WMT Walmart
+$2.19 M
2. VUG Vanguard Growth Etf
+$1.96 M
3. MSFT Microsoft Corporation
+$1.28 M
4. ABBV Abbvie
+$1.17 M
5. HD The Home Depot
+$1.15 M

Top Sells

Q2 2026
1. AMD Advanced Micro Devices
−$1.93 M
2. MU Micron Technology
−$1.61 M
3. FLEX Flex
−$1.32 M
4. YUM Yum! Brands
−$741,634
5. AON Aon PLC
−$711,314

Asset Allocation

Stocks/ETFs
+15.85%
$261.74 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mokan Wealth Management Q2 2026 Filing Summary

Mokan Wealth Management Inc. filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 261.74 M reflecting a +15.85% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 41.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 31 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mokan Wealth Management’s Q2 2026 Filing

Mokan Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Mokan Wealth Management reported a managed portfolio value of 261.74 M, consisting of 95 individual positions.

This page displays the raw filing documents. To see which stocks Mokan Wealth Management bought or sold during Q2 2026, please visit Mokan Wealth Management's Portfolio Analysis page.