MOKAN Wealth Management Inc.
SEC Form 13F institutional filer · CIK 0002053727
13F-HR · 80 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
40.8%
MOKAN Wealth Management Inc. — $162M AUM allocation strategy
MOKAN Wealth Management Inc. files SEC Form 13F and reports $162M of long US equity value across 80 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.3%, followed by Financials 10.6% and Health Care 8.1%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MOKAN Wealth Management Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$162M
total across 80 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XOM +21.2K sh · +$3.89M+$NVDA +18.7K sh · +$2.96M+$WMT +9.87K sh · +$1.99M
Biggest trims (shares)
−$ABT −15.5K sh · −$2.24M−$SCHW −9.67K sh · +$99.8K−$AVY −7.48K sh · −$1.39M
Exited to nil (held last quarter, gone now)
$GWW ($1.36M last qtr)$USB ($651K last qtr)$PANW ($357K last qtr)$CHTR ($269K last qtr)$AMCR ($85K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.6%—
- Consumer Staples Merchandise Retail7.6%—
- Multi-Sector Holdings5.6%—
- Pharmaceuticals5.5%—
- Technology Hardware, Storage & Peripherals4.3%—
- Broadline Retail3.7%—
- Systems Software3.4%—
- Interactive Media & Services2.9%—
- Other holdings57.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 18.9K | $9.04M | +720 | 5.6% |
| $WMT | Walmart Inc | 69.2K | $8.6M | +9.87K | 5.3% |
| $AVGO | Broadcom Inc | 25.7K | $7.95M | -1.1K | 4.9% |
| $NVDA | NVIDIA Corporation | 43.2K | $7.53M | +18.7K | 4.7% |
| $AAPL | Apple Inc | 27.3K | $6.93M | +1.3K | 4.3% |
| $AMZN | Amazon.com Inc | 28.8K | $6.01M | +5K | 3.7% |
| $MSFT | Microsoft Corporation | 15.1K | $5.6M | +1.44K | 3.5% |
| $MRK | Merck & Company Inc | 42.9K | $5.17M | -3.21K | 3.2% |
| $GOOGL | Alphabet Inc | 16.1K | $4.61M | +2.67K | 2.8% |
| $XOM | ExxonMobil Holdings Corporation | 27.1K | $4.6M | +21.2K | 2.8% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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