MOKAN Wealth Management Inc.

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$225,428
Net value change ($000)
+26,642 (13.4%)
New positions
15
Sold out positions
11
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VGT 5,115 57.8%
VUG 4,830 73.5%
MCO 1,414 NEW
JKHY 1,357 NEW
VGSH 1,344 10.4%
BILS 1,344 11.6%
ADP 1,306 NEW
BIL 1,302 10.3%
DPZ 1,276 NEW
BRK-B 1,254 15.9%
Top Reduces (Value $000, Stocks/ETFs)
HSY -2,136 -100.0%
QCOM -1,444 -100.0%
EXPD -1,393 -100.0%
ALLE -1,344 -100.0%
PHM -1,227 -100.0%
DGX -756 -100.0%
SCHD -508 -13.4%
CBOE -247 -11.1%
JBL -238 -100.0%
CNC -228 -100.0%
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