MOKAN Wealth Management Inc.

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$225,927
Net value change ($000)
+499 (0.2%)
New positions
12
Sold out positions
6
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 3,885 546.4%
LLY 3,758 NEW
NVDA 2,964 65.0%
CAT 2,753 972.8%
DE 2,696 NEW
GE 2,408 NEW
LRCX 2,286 NEW
AMD 2,236 NEW
NFLX 2,227 NEW
AMAT 2,067 NEW
Top Reduces (Value $000, Stocks/ETFs)
VGT -13,330 -95.5%
VUG -9,533 -83.6%
ABT -2,243 -62.0%
AVY -1,394 -68.9%
GWW -1,365 -100.0%
AVGO -1,326 -14.3%
JNJ -1,155 -53.5%
MSFT -1,018 -15.4%
VTV -921 -24.0%
MCD -866 -18.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type