Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $199 Billion
  • Q3 2025

Mokan Wealth Management Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $12.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $12.7B, Spdr Bloomberg 3 12 Month T Bi with a value of $11.5B, Vanguard Information Technolog with a value of $8.85B, and Broadcom Inc. with a value of $8.36B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $179B to 199B.

Mokan Wealth Management Inc. is based out at Overland Park, KS

Below you can find more details about Mokan Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $64.4 Billion
Technology: $31 Billion
Consumer Defensive: $20.8 Billion
Financial Services: $18.1 Billion
Healthcare: $18 Billion
Consumer Cyclical: $16.1 Billion
Industrials: $13.9 Billion
Communication Services: $8.38 Billion
Other: $8.24 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$8.36 Billion 4.21% of portfolio
25,335
Q3 2025 Reduced 9.35%
$662B
$7.87 Billion 3.96% of portfolio
15,663
Q3 2025 Added 15.5%
$4.3T
$6.77 Billion 3.41% of portfolio
26,604
Q3 2025 Reduced 5.69%
$3.78T
$6.35 Billion 3.19% of portfolio
12,256
Q3 2025 Added 1.42%
$279B
$5.73 Billion 2.88% of portfolio
55,585
Q3 2025 Added 28.34%
$2.39T
$4.72 Billion 2.37% of portfolio
21,486
Q3 2025 Added 0.77%
$235B
$4.28 Billion 2.15% of portfolio
50,940
Q3 2025 Reduced 14.23%
$414B
$4.21 Billion 2.12% of portfolio
18,195
Q3 2025 Reduced 0.56%
$224B
$3.9 Billion 1.96% of portfolio
12,842
Q3 2025 Added 8.06%
$465B
$3.84 Billion 1.93% of portfolio
20,561
Q3 2025 Reduced 1.28%
$1.74T
$3.63 Billion 1.82% of portfolio
14,881
Q3 2025 Reduced 16.61%
$228B
$3.21 Billion 1.61% of portfolio
23,940
Q3 2025 Added 8.78%
$113B
$3.15 Billion 1.59% of portfolio
33,339
Q3 2025 Reduced 26.92%
$404B
$3.13 Billion 1.58% of portfolio
3,387
Q3 2025 Added 17.69%
$881B
$2.95 Billion 1.48% of portfolio
9,361
Q3 2025 New
$367B
$2.59 Billion 1.3% of portfolio
6,399
Q3 2025 Reduced 0.08%
$522B
$2.31 Billion 1.16% of portfolio
12,466
Q3 2025 Reduced 11.68%
$27.4B
$2.22 Billion 1.12% of portfolio
9,057
Q3 2025 Reduced 0.91%
$17.5B
$2.22 Billion 1.12% of portfolio
6,412
Q3 2025 Reduced 0.91%
$26.3B
$2.14 Billion 1.07% of portfolio
11,419
Q3 2025 Reduced 10.33%
$74.9B
$2.06 Billion 1.03% of portfolio
7,871
Q3 2025 Added 37.65%
$204B
$2.04 Billion 1.02% of portfolio
14,501
Q3 2025 Reduced 8.37%
$64.7B
$1.98 Billion 1.0% of portfolio
17,645
Q3 2025 Reduced 1.96%
$1.65T
$1.56 Billion 0.79% of portfolio
6,426
Q3 2025 Reduced 0.68%
$187B
$1.44 Billion 0.73% of portfolio
8,685
Q3 2025 Reduced 8.52%
$42.4B
$1.44 Billion 0.73% of portfolio
9,505
Q3 2025 Reduced 2.8%
$533B
$1.45 Billion 0.73% of portfolio
4,238
Q3 2025 Added 4.08%
$22.6B
$1.39 Billion 0.7% of portfolio
11,362
Q3 2025 Reduced 9.58%
$14.2B
$1.34 Billion 0.68% of portfolio
7,579
Q3 2025 Reduced 21.08%
$72.4B
$1.3 Billion 0.66% of portfolio
3,649
Q3 2025 Reduced 1.75%
$8.21B
$1.3 Billion 0.65% of portfolio
17,686
Q3 2025 New
$152B
$1.26 Billion 0.64% of portfolio
5,130
Q3 2025 Added 21.54%
$40.4B
$1.28 Billion 0.64% of portfolio
10,114
Q3 2025 Added 13.27%
$14.1B
$1.27 Billion 0.64% of portfolio
7,807
Q3 2025 Added 4.25%
$55.6B
$1.25 Billion 0.63% of portfolio
8,557
Q3 2025 Added 7.87%
$46.8B
$1.25 Billion 0.63% of portfolio
1,312
Q3 2025 New
$37.6B
$1.24 Billion 0.62% of portfolio
18,414
Q3 2025 New
$27B
$1.23 Billion 0.62% of portfolio
9,288
Q3 2025 Reduced 28.63%
$258B
$993 Million 0.5% of portfolio
5,935
Q3 2025 Reduced 0.12%
$100B
$809 Million 0.41% of portfolio
2,992
Q3 2025 Added 14.9%
$156B
$809 Million 0.41% of portfolio
7,292
Q3 2025 Reduced 62.32%
$172B
$776 Million 0.39% of portfolio
17,664
Q3 2025 Added 7.48%
$16.9B
$770 Million 0.39% of portfolio
8,583
Q3 2025 Added 19.71%
$23B
$752 Million 0.38% of portfolio
7,321
Q3 2025 Reduced 5.95%
$19.8B
$750 Million 0.38% of portfolio
11,896
Q3 2025 Reduced 1.02%
$15.6B
$756 Million 0.38% of portfolio
3,964
Q3 2025 Added 3.82%
$104B
$737 Million 0.37% of portfolio
11,157
Q3 2025 Reduced 0.64%
$1.29T
$740 Million 0.37% of portfolio
1,664
Q3 2025 Reduced 2.86%
$35.1B
$730 Million 0.37% of portfolio
5,870
Q3 2025 Added 14.56%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $199 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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