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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053727/holdings"
Use Arkolith to show MOKAN Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
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.
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
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, no cost basis
Other tracked managers holding the same core names as MOKAN Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $856.3B |
| MORGAN STANLEY | 80 / 80 | $623.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $592.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $440.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $278.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $254.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.9B |
| FRANKLIN RESOURCES INC | 80 / 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.
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 |
As-of date vs the date the SEC received each filing
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.