MOKAN Wealth Management Inc. - Portfolio overview

MOKAN Wealth Management Inc. has 124 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VGSH - VANGUARD SCOTTSDALE FDS, 6.13%
2. BIL - SPDR SERIES TRUST, 6.03%
3. BILS - SPDR SERIES TRUST, 5.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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