MOKAN Wealth Management
MOKAN Wealth Management reported 95 stocks worth $262M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are VGSH (5.9%), BIL (5.9%) and BILS (5.5%). Compared with Q1 2026, the fund opened new positions in PGR, INTC and CSCO, added to VGSH, BIL and BILS, trimmed MU, GOOG and LRCX and sold out of YUM, AON and MCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGSH Vanguard Scottsdale Fds | $15.5M | 5.9% | 267K | +18K (+7%) | 7 of 7 | |
| 2 |  BIL ST Stert Spdr Blmbg 1 3 | $15.4M | 5.9% | 168K | +11K (+7%) | 7 of 7 | |
| 3 |  BILS Spdr Series Trust | $14.5M | 5.5% | 146K | +10K (+8%) | 7 of 7 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $10.6M | 4.0% | 21K | +2,288 (+12%) | 7 of 7 | |
| 5 |  WMT Walmart Inc | $10M | 3.8% | 89K | +19K (+28%) | 7 of 7 | |
| 6 |  AVGO Broadcom Inc | $9.9M | 3.8% | 26K | +430 (+2%) | 7 of 7 | |
| 7 |  NVDA Nvidia Corporation | $9.1M | 3.5% | 45K | +2,246 (+5%) | 7 of 7 | |
| 8 |  AAPL Apple Inc | $8.7M | 3.3% | 30K | +2,625 (+10%) | 7 of 7 | |
| 9 |  AMZN Amazon Com Inc | $7.9M | 3.0% | 33K | +4,226 (+15%) | 7 of 7 | |
| 10 |  MSFT Microsoft Corp | $6.9M | 2.6% | 19K | +3,439 (+23%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 YUM Yum Brands Inc | $742K | 4,774 |
 AON Aon PLC | $711K | 2,202 |
 MCO Moodys Corp | $703K | 1,612 |
 FOXA Fox Corp | $697K | 12K |
 HIMS Hims & Hers Health Inc | $693K | 33K |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MOKAN Wealth Management 13F FAQ
What does MOKAN Wealth Management own?
MOKAN Wealth Management reported 95 stocks worth $262M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are VGSH (5.9%), BIL (5.9%) and BILS (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did MOKAN Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 59 added to, 18 trimmed and 31 sold out. New positions include PGR, INTC and CSCO. It sold all of YUM, AON and MCO.
When will MOKAN Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MOKAN Wealth Management's portfolio worth?
The Q2 2026 filing reports $262M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.