Notify me when MOKAN Wealth Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 103 | $225,428,046 | +$37,081,121 | -$13,306,039 | +$23,775,082 | VGSH, BIL, VGT, BILS, VUG | 13F-HR | 23 Jan 2026, 18:30 |
| Q3 2025 | 99 | $198,786,120 | +$23,293,810 | -$14,769,104 | +$8,524,706 | VGSH, BIL, BILS, VGT, AVGO | 13F-HR | 30 Oct 2025, 15:39 |
| Q2 2025 | 82 | $178,926,588 | +$21,114,692 | -$13,973,283 | +$7,141,409 | VGSH, BIL, BILS, AVGO, VGT | 13F-HR | 25 Jul 2025, 13:44 |
| Q1 2025 | 74 | $165,960,947 | +$16,763,889 | -$6,050,839 | +$10,713,050 | VGSH, BIL, BILS, BRKB, VGT | 13F-HR | 23 Apr 2025, 13:10 |
| Q4 2024 | 72 | $157,185,575 | $0 | $0 | $0 | VGSH, BIL, BILS, AVGO, VGT | 13F-HR | 30 Jan 2025, 17:18 |