MOKAN Wealth Management Inc.: 13F holdings
CIK 20537272026Q2
| Positions | 95 |
|---|---|
| Reported value | $261.7m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VGSH VANGUARD SCOTTSDALE FDS | 266,768 | $15.5m | 5.9% |
| BIL SPDR SERIES TRUST | 167,624 | $15.4m | 5.9% |
| SPDR SERIES TRUST | 145,546 | $14.5m | 5.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 21,168 | $10.6m | 4.0% |
| WMT WALMART INC | 88,501 | $10.0m | 3.8% |
| AVGO BROADCOM INC | 26,135 | $9.9m | 3.8% |
| NVDA NVIDIA CORPORATION | 45,405 | $9.1m | 3.5% |
| AAPL APPLE INC | 29,941 | $8.7m | 3.3% |
| AMZN AMAZON COM INC | 33,060 | $7.9m | 3.0% |
| MSFT MICROSOFT CORP | 18,563 | $6.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053727")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.