13F Filings History of MOKAN Wealth Management Inc.

Latest 13F report
Q3 2025 - Oct 30, 2025
Value $
$199M
Signature - Title
Kyle Hammerschmidt - Founder and CCO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by MOKAN Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MOKAN Wealth Management Inc. reported 99 stock holdings with total value $199M as of Q3 2025. Top holdings included VGSH, BIL, BILS, VGT, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 99 $199M +$23.3M -$14.8M +$8.52M VGSH, BIL, BILS, VGT, AVGO 13F-HR 10/30/2025, 03:39 PM
Q2 2025 82 $179M +$21.1M -$14M +$7.14M VGSH, BIL, BILS, AVGO, VGT 13F-HR 7/25/2025, 01:44 PM
Q1 2025 74 $166M +$16.8M -$6.05M +$10.7M VGSH, BIL, BILS, BRKB, VGT 13F-HR 4/23/2025, 01:10 PM
Q4 2024 72 $157M $0 $0 VGSH, BIL, BILS, AVGO, VGT 13F-HR 1/30/2025, 05:18 PM