MOKAN Wealth Management Inc. ETF holdings
Overland Park, KS
Reported $64.4M in 13 ETFs in its Form 13F for June 30, 2026.
ETF value
$64.4M
ETFs held
13
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
24.6%
of $261.7M
Top 10 of 13 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VGSH | Vanguard Short-Term Treasury ETF | $15.5M | 266,768 | +17,853 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $15.4M | 167,624 | +11,106 shares |
| BILS | State Street SPDR Bloomberg 3-12 Month T-Bill ETF | $14.5M | 145,546 | +10,190 shares |
| VIG | Vanguard Dividend Appreciation ETF | $3.6M | 15,351 | +568 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $3.6M | 112,118 | +1,649 shares |
| VTV | Vanguard Morningstar Value ETF | $3.3M | 15,301 | +441 shares |
| VUG | Vanguard Morningstar Growth ETF | $2.3M | 26,975 | +22,698 shares |
| VOO | Vanguard S&P 500 ETF | $2.1M | 3,052 | +234 shares |
| VYM | Vanguard High Dividend Yield ETF | $2.0M | 12,848 | +334 shares |
| VGT | Vanguard Information Technology ETF | $760K | 6,360 | +5,450 shares |
3 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053727. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does MOKAN Wealth Management Inc. own?
MOKAN Wealth Management Inc. reported 13 ETF positions worth $64.4M in its Form 13F for June 30, 2026. The largest was VGSH, at $15.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.