Mokan Wealth Management Inc. filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 225.43 M reflecting a +13.40% change from the prior quarter, spanning 103 assets. The top 10 holdings comprised 46.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 11 complete exits.
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Mokan Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Mokan Wealth Management reported a managed portfolio value of 225.43 M, consisting of 103 individual positions.
This page displays the raw filing documents. To see which stocks Mokan Wealth Management bought or sold during Q4 2025, please visit Mokan Wealth Management's Portfolio Analysis page.