MOKAN Wealth Management Inc.
•CIK: 2053727•Filing: Q4 2025
MOKAN Wealth Management Inc. manages $225M across a diversified portfolio of 103 positions. The strategy exhibits significant allocation to core fixed income and broad market ETFs, notably holding VGSH ($14.2M) and BIL ($14.0M). Key technology and growth exposures are maintained through substantial positions in VGT ($14.0M) and VUG ($11.4M), complemented by direct equity stakes in AVGO ($9.3M) and AAPL ($7.1M). This structure suggests a balanced approach combining defensive income generation with targeted exposure to secular growth themes.
Total AUM
$225.4M
QoQ Performance
+13.4%
Positions
97
Top 10 Concentration
46.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VGSH
BIL
VGT
BILS
VUG
VGSH6.3%
BIL6.2%
VGT6.2%
BILS5.7%
VUG5.1%
AVGO4.1%
BRK/B4.0%
AAPL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.1%
Technology16.0%
Consumer11.4%
Healthcare7.2%
Financial7.2%
Energy2.8%
Consumer Staples1.6%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW15 new positions
↑62 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024