MOKAN Wealth Management Inc. holds a diversified book of 95 stocks worth $261.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Progressive Corp and trimmed Micron Technology Inc. Their largest long position is Vanguard Short-Term Treasury at 6% of the equity book.
MOKAN Wealth Management Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MOKAN Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 9 / 80 | $241.4M |
| Uhlmann Price Securities, LLC | 50 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $173.3M |
| Howard Hughes Medical Institute | 19 / 80 | $381.1M |
| Emerald Advisors, LLC | 44 / 80 | $680.5M |
| Trans-Canada Capital Inc. | 10 / 80 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with MOKAN Wealth Management Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS SHORT TERM TREAS | $15.5M | 266.8K | 5.9% | ▲+7.2% Added · +18K sh | |
| 2 | SPDR Series Trust ST STR BLO 1 ETF | $15.4M | 167.6K | 5.9% | ▲+7.1% Added · +11K sh | |
| 3 | SPDR Series Trust ST STR BL 12 ETF | $14.5M | 145.5K | 5.5% | ▲+7.5% Added · +10K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $10.6M | 21.2K | 4.0% | ▲+12% Added · +2K sh | |
| 5 | Walmart Inc COM | $10.0M | 88.5K | 3.8% | ▲+28% Added · +19K sh | |
| 6 | Broadcom Inc COM | $9.9M | 26.1K | 3.8% | ▲+1.7% Added · +430 sh | |
| 7 | Nvidia Corporation COM | $9.1M | 45.4K | 3.5% | ▲+5.2% Added · +2K sh | |
| 8 | Apple Inc COM | $8.7M | 29.9K | 3.3% | ▲+9.6% Added · +3K sh | |
| 9 | Amazon Com Inc COM | $7.9M | 33.1K | 3.0% | ▲+15% Added · +4K sh | |
| 10 | Microsoft Corp COM | $6.9M | 18.6K | 2.6% | ▲+23% Added · +3K sh | |
| 11 | Micron Technology Inc COM | $6.4M | 5.6K | 2.5% | ▼−20% Reduced · −1K sh | |
| 12 | Merck & Co Inc COM | $6.3M | 49.0K | 2.4% | ▲+14% Added · +6K sh | |
| 13 | JPMorgan Chase & Co COM | $6.0M | 18.5K | 2.3% | ▲+20% Added · +3K sh | |
| 14 | Abbvie Inc COM | $6.0M | 23.8K | 2.3% | ▲+24% Added · +5K sh | |
| 15 | Alphabet Inc CAP STK CL C | $5.1M | 14.5K | 2.0% | ▼−9.4% Reduced · −2K sh | |
| 16 | Eli Lilly & Co COM | $5.1M | 4.2K | 1.9% | ▲+3.2% Added · +129 sh | |
| 17 | Applied Matls Inc COM | $4.7M | 6.5K | 1.8% | ▲+7.7% Added · +468 sh | |
| 18 | Caterpillar Inc COM | $4.7M | 4.4K | 1.8% | ▲+2.8% Added · +120 sh | |
| 19 | Lam Research Corp COM NEW | $4.6M | 10.7K | 1.8% | ▼−0.3% Reduced · −37 sh | |
| 20 | Home Depot Inc COM | $4.5M | 12.9K | 1.7% | ▲+34% Added · +3K sh | |
| 21 | Costco Wholesale Corporation COM | $4.5M | 4.9K | 1.7% | ▲+33% Added · +1K sh | |
| 22 | Advanced Micro Devices Inc COM | $4.5M | 7.7K | 1.7% | ▼−30% Reduced · −3K sh | |
| 23 | Exxon Mobil Corp COM | $4.4M | 32.4K | 1.7% | ▲+20% Added · +5K sh | |
| 24 | McDonalds Corp COM | $4.3M | 16.0K | 1.7% | ▲+31% Added · +4K sh | |
| 25 | Ge Aerospace COM NEW | $4.3M | 11.4K | 1.6% | ▲+35% Added · +3K sh | |
| 26 | ConocoPhillips COM | $4.1M | 39.9K | 1.6% | ▲+19% Added · +6K sh | |
| 27 | Deere & Co COM | $4.1M | 6.5K | 1.6% | ▲+36% Added · +2K sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $3.6M | 15.4K | 1.4% | ▲+3.8% Added · +568 sh | |
| 29 | Alphabet Inc CAP STK CL A | $3.6M | 10.1K | 1.4% | ▲+39% Added · +3K sh | |
| 30 | Schwab Strategic TR US DIVIDEND EQ | $3.6M | 112.1K | 1.4% | ▲+1.5% Added · +2K sh | |
| 31 | Vanguard Index FDS VALUE ETF | $3.3M | 15.3K | 1.3% | ▲+3.0% Added · +441 sh | |
| 32 | Meta Platforms Inc CL A | $3.1M | 5.6K | 1.2% | ▲+52% Added · +2K sh | |
| 33 | Netflix Inc. COM | $2.4M | 33.6K | 0.9% | ▲+45% Added · +10K sh | |
| 34 | Vanguard Index FDS GROWTH ETF | $2.3M | 27.0K | 0.9% | ▲+531% Added · +23K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.1K | 0.8% | ▲+8.3% Added · +234 sh | |
| 36 | Vanguard Whitehall FDS HIGH DIV YLD | $2.0M | 12.8K | 0.8% | ▲+2.7% Added · +334 sh | |
| 37 | Johnson & Johnson COM | $1.5M | 5.9K | 0.6% | ▲+43% Added · +2K sh | |
| 38 | Tesla Inc COM | $1.5M | 3.5K | 0.6% | ▲+99% Added · +2K sh | |
| 39 | Procter & Gamble Co COM | $1.5M | 10.1K | 0.6% | ▼−7.7% Reduced · −838 sh | |
| 40 | Snap On Inc COM | $1.3M | 3.3K | 0.5% | ▼−14% Reduced · −528 sh | |
| 41 | Gilead Sciences Inc COM | $1.3M | 10.4K | 0.5% | ▲+90% Added · +5K sh | |
| 42 | Illinois Tool WKS Inc COM | $1.3M | 4.7K | 0.5% | ▼−7.2% Reduced · −368 sh | |
| 43 | Pepsico Inc COM | $1.3M | 9.4K | 0.5% | ▲+5.5% Added · +495 sh | |
| 44 | Smith A O Corp COM | $1.2M | 19.5K | 0.5% | ▲+7.0% Added · +1K sh | |
| 45 | Paychex Inc COM | $1.2M | 12.4K | 0.5% | ▲+57% Added · +5K sh | |
| 46 | Price T Rowe Group Inc COM | $1.2M | 10.7K | 0.5% | ▲+36% Added · +3K sh | |
| 47 | Kimberly-Clark Corp COM | $1.2M | 10.7K | 0.4% | ▲+65% Added · +4K sh | |
| 48 | RTX Corporation COM | $1.1M | 6.0K | 0.4% | ▲+0.4% Added · +25 sh | |
| 49 | Progressive Corp COM | $1.1M | 5.1K | 0.4% | ▲New New position | |
| 50 | General Mills Inc COM | $1.1M | 30.8K | 0.4% | ▲+96% Added · +15K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MOKAN Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.