MOKAN Wealth Management Inc. reported 82 positions worth $197.37M for the quarter ended Jun 30, 2026, up 18.3% on the prior quarter. It opened 17 new positions, added to 46, trimmed 18 and exited 31. Its largest holding is Berkshire Hathaway Inc at 5.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WMT Walmart Inc. | +19.3K | +27.9% | $2.19M | 5.08% |
| MSFT Microsoft Corp | +3,439 | +22.7% | $1.28M | 3.51% |
| ABBV AbbVie Inc. | +4,668 | +24.4% | $1.17M | 3.04% |
| HD Home Depot, Inc. | +3,274 | +34.0% | $1.15M | 2.3% |
| BRK-B Berkshire Hathaway Inc | +2,288 | +12.1% | $1.14M | 5.37% |
| COST Costco Wholesale Corp | +1,201 | +32.8% | $1.12M | 2.3% |
| PGR Progressive Corp | +5,097 | – | $1.11M | 0.564% |
| DE Deere & Co | +1,734 | +36.2% | $1.10M | 2.1% |
| GE General Electric Co | +2,928 | +34.5% | $1.09M | 2.16% |
| META Meta Platforms, Inc. | +1,917 | +52.4% | $1.08M | 1.59% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -3,318 | -30.2% | $1.93M | 2.26% |
| MU Micron Technology Inc | -1,398 | -20.1% | $1.61M | 3.26% |
| FLEX Flex Ltd. | -8,149 | -83.3% | $1.32M | 0.134% |
| YUM Yum Brands Inc | -4,774 | -100.0% | $741.63K | Exited |
| AON Aon plc | -2,202 | -100.0% | $711.31K | Exited |
| MCO Moodys Corp | -1,612 | -100.0% | $703.12K | Exited |
| FOXA Fox Corp | -11.9K | -100.0% | $697.24K | Exited |
| HIMS Hims & Hers Health, Inc. | -33.4K | -100.0% | $693.41K | Exited |
| FDS Factset Research Systems Inc | -3,190 | -100.0% | $693.05K | Exited |
| CTSH Cognizant Technology Solutions Corp | -11.1K | -100.0% | $678.27K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PGR Progressive Corp | +5,097 | $1.11M | 0.564% |
| INTC Intel Corp | +6,347 | $885.51K | 0.449% |
| CSCO Cisco Systems, Inc. | +6,166 | $724.20K | 0.367% |
| PANW Palo Alto Networks Inc | +1,795 | $612.22K | 0.31% |
| CRWD CrowdStrike Holdings, Inc. | +2,652 | $506.31K | 0.257% |
| GRMN Garmin Ltd | +2,049 | $486.68K | 0.247% |
| KLAC Kla Corp | +1,555 | $470.57K | 0.238% |
| PLTR Palantir Technologies Inc. | +3,106 | $361.93K | 0.183% |
| TXN Texas Instruments Inc | +1,186 | $355.60K | 0.18% |
| LIN Linde Plc | +632 | $328.87K | 0.167% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| YUM Yum Brands Inc | -4,774 | $741.63K | 0.444% |
| AON Aon plc | -2,202 | $711.31K | 0.426% |
| MCO Moodys Corp | -1,612 | $703.12K | 0.421% |
| FOXA Fox Corp | -11.9K | $697.24K | 0.418% |
| HIMS Hims & Hers Health, Inc. | -33.4K | $693.41K | 0.415% |
| FDS Factset Research Systems Inc | -3,190 | $693.05K | 0.415% |
| CTSH Cognizant Technology Solutions Corp | -11.1K | $678.27K | 0.406% |
| UTHR UNITED THERAPEUTICS Corp | -1,131 | $670.42K | 0.402% |
| JKHY Jack Henry & Associates Inc | -4,223 | $667.84K | 0.4% |
| ADP Automatic Data Processing Inc | -3,264 | $663.00K | 0.397% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 21.2K | $10.59M | 5.37% | +2,288 | +12.1% | Added | 0% |
| 2 | WMT Walmart Inc. | Consumer Staples | 88.5K | $10.02M | 5.08% | +19.3K | +27.9% | Added | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 26.1K | $9.87M | 5% | +430 | +1.7% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 45.4K | $9.09M | 4.6% | +2,246 | +5.2% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 29.9K | $8.66M | 4.39% | +2,625 | +9.6% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 33.1K | $7.88M | 3.99% | +4,226 | +14.7% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 18.6K | $6.92M | 3.51% | +3,439 | +22.7% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 5,566 | $6.43M | 3.26% | -1,398 | -20.1% | Reduced | 0% |
| 9 | MRK Merck & Co., Inc. | Healthcare | 49.0K | $6.29M | 3.19% | +6,048 | +14.1% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 18.5K | $6.04M | 3.06% | +3,038 | +19.7% | Added | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 23.8K | $6.00M | 3.04% | +4,668 | +24.4% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 14.5K | $5.14M | 2.61% | -1,516 | -9.4% | Reduced | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 4,208 | $5.05M | 2.56% | +129 | +3.2% | Added | 0% |
| 14 | AMAT Applied Materials Inc | Technology | 6,519 | $4.71M | 2.39% | +468 | +7.7% | Added | 0% |
| 15 | CAT Caterpillar Inc | Industrials | 4,406 | $4.70M | 2.38% | +120 | +2.8% | Added | 0% |
Tip. Select a row to see that position’s full history at MOKAN Wealth Management.
As of its Q2 2026 13F filing, MOKAN Wealth Management Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 5.4%, Walmart Inc. (WMT) at 5.1%, Broadcom Inc. (AVGO) at 5.0%, Nvidia Corp (NVDA) at 4.6%, Apple Inc. (AAPL) at 4.4% of the reported portfolio.
MOKAN Wealth Management Inc. reported a 13F portfolio worth $197.37M across 82 positions for Q2 2026. That is up 18.3% from the previous quarter.
Its largest purchases by value were Walmart Inc. ($2.19M), Microsoft Corp ($1.28M), AbbVie Inc. ($1.17M). It opened 17 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($1.93M), Micron Technology Inc ($1.61M), Flex Ltd. ($1.32M). It exited 31 positions entirely.
From the Form 13F-HR reports MOKAN Wealth Management Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.