account_balance
Investment manager · 13F filer · SEC CIK 2053727
Mokan Wealth Management Inc.
Reported value$262Mas of Jun 30, 2026
Positions95 17 new, 31 sold out
Top 10 weight41.4%VGSH alone is 6%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VGSHVanguard Scottsdale FDS
5.9%Added +7%
BILSPDR Series Trust
5.9%Added +7%
BILSSPDR Series Trust
5.5%Added +8%
BRK-BBerkshire Hathaway Inc
4.0%Added +12%
WMTWalmart Inc.
3.8%Added +28%
AVGOBroadcom Inc.
3.8%
NVDANVIDIA Corp
3.5%Added +5%
AAPLApple Inc.
3.3%Added +10%
AMZNAmazon.com Inc
3.0%Added +15%
MSFTMicrosoft Corp
2.6%Added +23%
MUMicron Technology Inc
2.5%−20%
MRKMerck & Co., Inc.
2.4%Added +14%
VGSHVanguard Scottsdale FDS
5.9%Added +7%
BILSPDR Series Trust
5.9%Added +7%
BILSSPDR Series Trust
5.5%+8%
BRK-BBerkshire Hathaway Inc
4.0%+12%
WMTWalmart Inc.
3.8%+28%
AVGOBroadcom Inc.
3.8%
NVDANVIDIA Corp
3.5%
AAPLApple Inc.
3.3%
AMZNAmazon.com Inc
3.0%
MSFT2.6%MU2.5%MRK2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGSH Vanguard Scottsdale FDS 5.9% Added +7%
BIL SPDR Series Trust 5.9% Added +7%
BILS SPDR Series Trust 5.5% Added +8%
BRK-B Berkshire Hathaway Inc 4.0% Added +12%WMT Walmart Inc. 3.8% Added +28%AVGO Broadcom Inc. 3.8% HeldNVDA NVIDIA Corp 3.5% Added +5%AAPL Apple Inc. 3.3% Added +10%AMZN Amazon.com Inc 3.0% Added +15%MSFT Microsoft Corp 2.6% Added +23%MU Micron Technology Inc 2.5% Trimmed −20%MRK Merck & Co., Inc. 2.4% Added +14%What changed
Biggest moves since Mar 31, 2026
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