MOKAN Wealth Management Inc. - Portfolio Stock Holdings
MOKAN Wealth Management Inc. disclosed 126 stock positions in a recent SEC 13F filing. $261,352,858 of stock holdings were filed, with the largest holdings including VGSH, BIL, and BILS. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $250,337,407 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
126Est. Stock Holding Value:
$261,352,858Top Stock Holdings By Sector
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Portfolio Stock Holdings - MOKAN Wealth Management Inc.
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