MOKAN Wealth Management Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 261,744
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 95 | 261,744 | 13F-HR | MOKAN Wealth Management Inc. |
| Q1 2026 | 5/1/2026 | 109 | 225,927 | 13F-HR | MOKAN Wealth Management Inc. |
| Q4 2025 | 1/26/2026 | 103 | 225,428 | 13F-HR | MOKAN Wealth Management Inc. |
| Q3 2025 | 10/30/2025 | 99 | 198,786 | 13F-HR | MOKAN Wealth Management Inc. |
| Q2 2025 | 7/25/2025 | 82 | 178,927 | 13F-HR | MOKAN Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 197.4 K | 75.4% | 30.47 K | 0 | 30.47 K |
| ETFs | 64.38 K | 24.6% | 5.354 K | 0 | 5.354 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
261,744
Holdings
95
QoQ value change ($000)
35,817
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.