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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MOKAN Wealth Management Inc.

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001085146-25-004166

Total Value
$178.9M
Positions
82
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (82)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C102210,481$12.4M6.91%
2SPDR SERIES TRUST78468R663133,456$12.2M6.84%
3SPDR SERIES TRUST78468R523111,071$11.0M6.17%
4BROADCOM INCAVGO27,948$7.7M4.31%
5VANGUARD WORLD FD92204A70210,269$6.8M3.80%
6BERKSHIRE HATHAWAY INC DELBRK-A13,561$6.6M3.68%
7MICROSOFT CORPMSFT12,084$6.0M3.36%
8APPLE INCAAPL28,210$5.8M3.24%
9MERCK & CO INCMRK59,389$4.7M2.63%
10AMAZON COM INCAMZN21,321$4.7M2.61%
11WALMART INCWMT43,311$4.2M2.37%
12CONOCOPHILLIPSCOP45,617$4.1M2.29%
13VANGUARD INDEX FDS9229087369,191$4.0M2.25%
14SCHWAB STRATEGIC TR808524797150,769$4.0M2.23%
15MCDONALDS CORPMCD11,884$3.5M1.94%
16ABBVIE INCABBV18,297$3.4M1.90%
17NVIDIA CORPORATIONNVDA20,828$3.3M1.84%
18ALPHABET INCGOOG17,845$3.2M1.77%
19ABBOTT LABSABLZF22,007$3.0M1.67%
20COSTCO WHSL CORP NEW22160K1052,878$2.8M1.59%
21UNITEDHEALTH GROUP INCUNH8,785$2.7M1.53%
22PROCTER AND GAMBLE CO74271810915,319$2.4M1.36%
23HOME DEPOT INCHD6,404$2.3M1.31%
24JOHNSON & JOHNSONJNJ14,115$2.2M1.21%
25EOG RES INCEOG17,997$2.2M1.20%
26GILEAD SCIENCES INCGILD19,352$2.1M1.20%
27CBOE GLOBAL MKTS INC12503M1089,140$2.1M1.19%
28HERSHEY COHSY12,735$2.1M1.18%
29PEPSICO INCPEP15,826$2.1M1.17%
30VANGUARD INDEX FDS92290874411,559$2.0M1.14%
31SNAP ON INCSNA6,471$2.0M1.13%
32VANGUARD SPECIALIZED FUNDS9219088448,419$1.7M0.96%
33QUALCOMM INCQCOM9,494$1.5M0.84%
34YUM BRANDS INCYUM9,779$1.4M0.81%
35VISA INCV4,072$1.4M0.81%
36EXPEDITORS INTL WASH INC30213010912,566$1.4M0.80%
37MASTERCARD INCORPORATEDMA2,526$1.4M0.79%
38ILLINOIS TOOL WKS INC4523081095,718$1.4M0.79%
39ALLEGION PLCALLE9,603$1.4M0.77%
40PULTE GROUP INC74586710113,013$1.4M0.77%
41PPG INDS INC69350610712,006$1.4M0.76%
42AON PLCAON3,714$1.3M0.74%
43AVERY DENNISON CORPAVY7,489$1.3M0.73%
44PAYCHEX INCPAYX8,929$1.3M0.73%
45ACCENTURE PLC IRELANDACN4,221$1.3M0.71%
46ZOETIS INCZTS7,933$1.2M0.69%
47VANGUARD INDEX FDS9229083632,149$1.2M0.68%
48ALPHABET INCGOOG6,470$1.1M0.64%
49VANGUARD WHITEHALL FDS9219464067,219$962,2720.54%
50RTX CORPORATIONRTX5,942$867,7220.48%
51CISCO SYS INCCSCO11,217$778,3330.44%
52LOCKHEED MARTIN CORPLMT1,654$765,4920.43%
53PRICE T ROWE GROUP INCTROW7,784$751,7710.42%
54CME GROUP INCCME2,604$717,3690.40%
55VERIZON COMMUNICATIONS INCVZ16,435$711,2070.40%
56QUEST DIAGNOSTICS INCDGX3,818$685,9370.38%
57VICI PPTYS INC92565210920,889$680,9820.38%
58US BANCORP DELUSB-PS14,984$677,9930.38%
59FOX CORPFOX12,018$673,5250.38%
60COLGATE PALMOLIVE COCL7,353$668,1630.37%
61KIMBERLY-CLARK CORPKMB5,124$660,5130.37%
62CF INDS HLDGS INC1252691007,170$660,0090.37%
63ALTRIA GROUP INCMO11,229$658,4730.37%
64GENERAL MLS INC37033410412,597$652,5430.36%
65EXXON MOBIL CORPXOM5,778$622,8300.35%
66CONAGRA BRANDS INCCAG29,278$599,3500.33%
67COCA COLA COKO8,365$591,8530.33%
68TESLA INCTSLA1,713$543,8410.30%
69T-MOBILE US INCTMUSZ2,019$480,9660.27%
70BLOCK H & R INCBSQKZ6,199$340,2450.19%
71NEXTERA ENERGY INCNEE-PW4,707$326,8990.18%
72VANGUARD STAR FDS9219097684,100$283,2690.16%
73META PLATFORMS INCMETA379$280,8380.16%
74CHEVRON CORP NEWCVX1,901$272,1190.15%
75PALO ALTO NETWORKS INCPANW1,328$272,1150.15%
76CRH PLCCRH2,781$255,2960.14%
77LOWES COS INC5486611071,094$242,8540.14%
78BOEING COBA-PA1,157$242,4260.14%
79PHILIP MORRIS INTL INC7181721091,237$225,2430.13%
80JABIL INCJBL1,005$219,4740.12%
81DYCOM INDS INC267475101876$214,3800.12%
82FLEX LTDFLEX4,031$201,0760.11%