Mokan Wealth Management Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$225.9M
Q ending 2026-03-31
Prior quarter
$225.4M
Q ending 2025-12-31
Change
+0.2% QoQ · +36.1% YoY
Positions
109
reported holdings
Largest positions
Top 100 of 109 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VGSH | Shares | $14.6M | 249K |
| Spdr Series Trust | BIL | Shares | $14.3M | 157K |
| Spdr Series Trust | BILS | Shares | $13.5M | 135K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.0M | 19K |
| Walmart Inc | WMT | Shares | $8.6M | 69K |
| Broadcom Inc | AVGO | Shares | $8.0M | 26K |
| Nvidia Corporation | NVDA | Shares | $7.5M | 43K |
| Apple Inc | AAPL | Shares | $6.9M | 27K |
| Amazon Com Inc | AMZN | Shares | $6.0M | 29K |
| Microsoft Corp | MSFT | Shares | $5.6M | 15K |
| Merck & Co Inc | MRK | Shares | $5.2M | 43K |
| Alphabet Inc | GOOG | Shares | $4.6M | 16K |
| Exxon Mobil Corp | XOM | Shares | $4.6M | 27K |
| Jpmorgan Chase & Co | JPM | Shares | $4.5M | 15K |
| Conocophillips | COP | Shares | $4.4M | 33K |
| Abbvie Inc | ABBV | Shares | $4.2M | 19K |
| Mcdonalds Corp | MCD | Shares | $3.8M | 12K |
| Eli Lilly & Co | LLY | Shares | $3.8M | 4K |
| Costco Wholesale Corporation | COST | Shares | $3.7M | 4K |
| Schwab Strategic Tr | SCHD | Shares | $3.4M | 110K |
| Vanguard Specialized Funds | VIG | Shares | $3.2M | 15K |
| Home Depot Inc | HD | Shares | $3.2M | 10K |
| Caterpillar Inc | CAT | Shares | $3.0M | 4K |
| Vanguard Index Fds | VTV | Shares | $2.9M | 15K |
| Deere & Co | DE | Shares | $2.7M | 5K |
| Ge Aerospace | GE | Shares | $2.4M | 8K |
| Micron Technology Inc | MU | Shares | $2.4M | 7K |
| Lam Research Corp | LRCX | Shares | $2.3M | 11K |
| Advanced Micro Devices Inc | AMD | Shares | $2.2M | 11K |
| Netflix Inc. | NFLX | Shares | $2.2M | 23K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Applied Matls Inc | AMAT | Shares | $2.1M | 6K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $1.9M | 13K |
| Vanguard Index Fds | VOO | Shares | $1.7M | 3K |
| Eog Res Inc | EOG | Shares | $1.6M | 11K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Cboe Global Mkts Inc | CBOE | Shares | $1.4M | 5K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| Snap On Inc | SNA | Shares | $1.4M | 4K |
| Abbott Laboratories | ABT | Shares | $1.4M | 13K |
| Cme Group Inc | CME | Shares | $1.3M | 5K |
| Accenture Plc Ireland | Shares | $1.3M | 7K | |
| Illinois Tool Wks Inc | ITW | Shares | $1.3M | 5K |
| Smith A O Corp | AOS | Shares | $1.2M | 18K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.0M | 4K |
| Cf Industries Hold | CF | Shares | $816K | 6K |
| Visa Inc | V | Shares | $810K | 3K |
| Gilead Sciences Inc | GILD | Shares | $763K | 5K |
| Yum Brands Inc | YUM | Shares | $742K | 5K |
| Verizon Communications Inc | VZ | Shares | $740K | 15K |
| Paychex Inc | PAYX | Shares | $730K | 8K |
| Aon Plc | Shares | $711K | 2K | |
| Price T Rowe Group Inc | TROW | Shares | $706K | 8K |
| Moodys Corp | MCO | Shares | $703K | 2K |
| Fox Corp | FOXA | Shares | $697K | 12K |
| Hims & Hers Health Inc | HIMS | Shares | $693K | 33K |
| Factset Resh Sys Inc | FDS | Shares | $693K | 3K |
| Crh Plc | Shares | $693K | 7K | |
| Cognizant Technology Solutio | CTSH | Shares | $678K | 11K |
| Altria Group Inc | MO | Shares | $672K | 10K |
| United Therapeutics Corp Del | UTHR | Shares | $670K | 1K |
| Henry Jack & Assoc Inc | JKHY | Shares | $668K | 4K |
| Automatic Data Processing In | ADP | Shares | $663K | 3K |
| Zoetis Inc | ZTS | Shares | $658K | 6K |
| Tesla Inc | TSLA | Shares | $656K | 2K |
| Axcelis Technologies Inc | ACLS | Shares | $651K | 7K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $651K | 4K |
| Kraft Heinz Co | KHC | Shares | $648K | 29K |
| Comcast Corp New | CMCSA | Shares | $640K | 22K |
| Flextronics Intl Ltd | Shares | $640K | 10K | |
| Zoom Communications Inc | ZM | Shares | $638K | 8K |
| Vanguard World Fd | VGT | Shares | $635K | 910 |
| Avery Dennison Corp | AVY | Shares | $629K | 4K |
| Dominos Pizza Inc | DPZ | Shares | $629K | 2K |
| Kimberly-Clark Corp | KMB | Shares | $626K | 6K |
| Vici Pptys Inc | VICI | Shares | $622K | 23K |
| Colgate Palmolive Co | CL | Shares | $609K | 7K |
| Avnet Inc | AVT | Shares | $606K | 10K |
| Neurocrine Biosciences Inc | NBIX | Shares | $604K | 5K |
| Elanco Animal Health Inc | ELAN | Shares | $602K | 25K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $600K | 542 |
| Exelixis Inc | EXEL | Shares | $597K | 14K |
| Coca Cola Co | KO | Shares | $595K | 8K |
| Lennox Intl Inc | LII | Shares | $588K | 1K |
| General Mills Inc | GIS | Shares | $585K | 16K |
| Conagra Brands Inc | CAG | Shares | $576K | 37K |
| Chewy Inc | CHWY | Shares | $563K | 21K |
| Toll Brothers Inc | TOL | Shares | $561K | 4K |
| Ralph Lauren Corp | RL | Shares | $559K | 2K |
| Asbury Automotive Group Inc | ABG | Shares | $554K | 3K |
| Merit Med Sys Inc | MMSI | Shares | $541K | 8K |
| Vanguard Star Fds | VXUS | Shares | $528K | 7K |
| Toast Inc | TOST | Shares | $527K | 20K |
| Insulet Corp | PODD | Shares | $515K | 2K |
| Halozyme Therapeutics Inc | HALO | Shares | $491K | 8K |
| Tenet Healthcare Corp | THC | Shares | $471K | 2K |
| Nextera Energy Inc | NEE | Shares | $435K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.