MOKAN Wealth Management Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 225,428
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.1 K | 85.2% | 15.31 K | 0 | 15.31 K |
| ETFs | 33.32 K | 14.8% | 11.34 K | 0 | 11.34 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
225,428
Holdings
103
QoQ value change ($000)
26,642
(13.4%)
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.