Arkolith/Funds/MOKAN Wealth Management Inc.

MOKAN Wealth Management Inc.

CIK 2053727Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

MOKAN Wealth Management Inc. holds a diversified book of 95 stocks worth $261.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +9% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show MOKAN Wealth Management Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
59
existing
Trimmed
18
reduced
Sold out
31
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.8%
+12.0%/yr · since Oct '25
Their reported book
+10.8%
held from quarter-end
S&P 500
+9.6%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
MOKAN Wealth Management Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +10.8%, a 2.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning MOKAN Wealth Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

Information Technology
28%
ETF / fund or unclassified
25%
Consumer Discretionary
13%
Health Care
8%
Financials
8%
Industrials
8%
Energy
4%
Materials
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as MOKAN Wealth Management Inc.

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$856.3B
MORGAN STANLEY80 / 80$623.0B
JPMORGAN CHASE & CO80 / 80$592.1B
BANK OF AMERICA CORP /DE/80 / 80$440.1B
GOLDMAN SACHS GROUP INC80 / 80$278.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$254.3B
ROYAL BANK OF CANADA80 / 80$171.9B
FRANKLIN RESOURCES INC80 / 80$170.3B

Ranked by how many of MOKAN Wealth Management Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
SHORT TERM TREAS
$15.5M266.8K
5.9%
+7.2%
Added · +18K sh
2SPDR Series Trust
ST STR BLO 1 ETF
$15.4M167.6K
5.9%
+7.1%
Added · +11K sh
3SPDR Series Trust
ST STR BL 12 ETF
$14.5M145.5K
5.5%
+7.5%
Added · +10K sh
4Berkshire Hathaway Inc Del
CL B NEW
$10.6M21.2K
4.0%
+12%
Added · +2K sh
5Walmart Inc
COM
$10.0M88.5K
3.8%
+28%
Added · +19K sh
6Broadcom Inc
COM
$9.9M26.1K
3.8%
+1.7%
Added · +430 sh
7Nvidia Corporation
COM
$9.1M45.4K
3.5%
+5.2%
Added · +2K sh
8Apple Inc
COM
$8.7M29.9K
3.3%
+9.6%
Added · +3K sh
9Amazon Com Inc
COM
$7.9M33.1K
3.0%
+15%
Added · +4K sh
10Microsoft Corp
COM
$6.9M18.6K
2.6%
+23%
Added · +3K sh
11Micron Technology Inc
COM
$6.4M5.6K
2.5%
−20%
Reduced · −1K sh
12Merck & Co Inc
COM
$6.3M49.0K
2.4%
+14%
Added · +6K sh
13JPMorgan Chase & Co
COM
$6.0M18.5K
2.3%
+20%
Added · +3K sh
14Abbvie Inc
COM
$6.0M23.8K
2.3%
+24%
Added · +5K sh
15Alphabet Inc
CAP STK CL C
$5.1M14.5K
2.0%
−9.4%
Reduced · −2K sh
16Eli Lilly & Co
COM
$5.1M4.2K
1.9%
+3.2%
Added · +129 sh
17Applied Matls Inc
COM
$4.7M6.5K
1.8%
+7.7%
Added · +468 sh
18Caterpillar Inc
COM
$4.7M4.4K
1.8%
+2.8%
Added · +120 sh
19Lam Research Corp
COM NEW
$4.6M10.7K
1.8%
−0.3%
Reduced · −37 sh
20Home Depot Inc
COM
$4.5M12.9K
1.7%
+34%
Added · +3K sh
21Costco Wholesale Corporation
COM
$4.5M4.9K
1.7%
+33%
Added · +1K sh
22Advanced Micro Devices Inc
COM
$4.5M7.7K
1.7%
−30%
Reduced · −3K sh
23Exxon Mobil Corp
COM
$4.4M32.4K
1.7%
+20%
Added · +5K sh
24McDonalds Corp
COM
$4.3M16.0K
1.7%
+31%
Added · +4K sh
25Ge Aerospace
COM NEW
$4.3M11.4K
1.6%
+35%
Added · +3K sh
26ConocoPhillips
COM
$4.1M39.9K
1.6%
+19%
Added · +6K sh
27Deere & Co
COM
$4.1M6.5K
1.6%
+36%
Added · +2K sh
28Vanguard Specialized Funds
DIV APP ETF
$3.6M15.4K
1.4%
+3.8%
Added · +568 sh
29Alphabet Inc
CAP STK CL A
$3.6M10.1K
1.4%
+39%
Added · +3K sh
30Schwab Strategic TR
US DIVIDEND EQ
$3.6M112.1K
1.4%
+1.5%
Added · +2K sh
31Vanguard Index FDS
VALUE ETF
$3.3M15.3K
1.3%
+3.0%
Added · +441 sh
32Meta Platforms Inc
CL A
$3.1M5.6K
1.2%
+52%
Added · +2K sh
33Netflix Inc.
COM
$2.4M33.6K
0.9%
+45%
Added · +10K sh
34Vanguard Index FDS
GROWTH ETF
$2.3M27.0K
0.9%
+531%
Added · +23K sh
35Vanguard Index FDS
S&P 500 ETF SHS
$2.1M3.1K
0.8%
+8.3%
Added · +234 sh
36Vanguard Whitehall FDS
HIGH DIV YLD
$2.0M12.8K
0.8%
+2.7%
Added · +334 sh
37Johnson & Johnson
COM
$1.5M5.9K
0.6%
+43%
Added · +2K sh
38Tesla Inc
COM
$1.5M3.5K
0.6%
+99%
Added · +2K sh
39Procter & Gamble Co
COM
$1.5M10.1K
0.6%
−7.7%
Reduced · −838 sh
40Snap On Inc
COM
$1.3M3.3K
0.5%
−14%
Reduced · −528 sh
41Gilead Sciences Inc
COM
$1.3M10.4K
0.5%
+90%
Added · +5K sh
42Illinois Tool WKS Inc
COM
$1.3M4.7K
0.5%
−7.2%
Reduced · −368 sh
43Pepsico Inc
COM
$1.3M9.4K
0.5%
+5.5%
Added · +495 sh
44Smith A O Corp
COM
$1.2M19.5K
0.5%
+7.0%
Added · +1K sh
45Paychex Inc
COM
$1.2M12.4K
0.5%
+57%
Added · +5K sh
46Price T Rowe Group Inc
COM
$1.2M10.7K
0.5%
+36%
Added · +3K sh
47Kimberly-Clark Corp
COM
$1.2M10.7K
0.4%
+65%
Added · +4K sh
48RTX Corporation
COM
$1.1M6.0K
0.4%
+0.4%
Added · +25 sh
49Progressive Corp
COM
$1.1M5.1K
0.4%
New
New position
50General Mills Inc
COM
$1.1M30.8K
0.4%
+96%
Added · +15K sh
Showing 50 of 95 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202695$261.7M13F-HR
Q1 2026Mar 31, 2026May 1, 2026109$225.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026103$225.4M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202599$198.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.