MOKAN Wealth Management Inc.

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$261,744
Net value change ($000)
+35,817 (15.9%)
New positions
17
Sold out positions
31
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 4,078 173.4%
AMAT 2,646 128.0%
LRCX 2,330 101.9%
AMD 2,229 99.7%
AVGO 1,917 24.1%
AMZN 1,876 31.2%
GE 1,856 77.1%
ABBV 1,833 44.0%
AAPL 1,733 25.0%
CAT 1,666 54.9%
Top Reduces (Value $000, Stocks/ETFs)
YUM -742 -100.0%
AON -711 -100.0%
MCO -703 -100.0%
FOXA -697 -100.0%
HIMS -693 -100.0%
FDS -693 -100.0%
CTSH -678 -100.0%
UTHR -670 -100.0%
JKHY -668 -100.0%
ADP -663 -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