MOKAN Wealth Management Inc.

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$198,786
Net value change ($000)
+19,859 (11.1%)
New positions
21
Sold out positions
4
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 2,952 NEW
VUG 2,544 63.2%
VGT 2,043 30.0%
WMT 1,494 35.3%
AOS 1,299 NEW
BRK-B 1,285 19.5%
GWW 1,251 NEW
CTSH 1,235 NEW
VTV 1,091 53.4%
AAPL 985 17.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -2,423 -88.4%
MA -1,417 -100.0%
PPG -1,366 -100.0%
GILD -1,337 -62.3%
COP -940 -23.0%
CSCO -778 -100.0%
LMT -765 -100.0%
MRK -427 -9.1%
SCHD -192 -4.8%
EOG -175 -8.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type