Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed October 30, 2025 · Accession 0002053727-25-000002

Total Value
$198.8M
Positions
99
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (99)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C102218,903$12.9M6.48%
2SPDR SERIES TRUST78468R663138,262$12.7M6.38%
3SPDR SERIES TRUST78468R523115,995$11.5M5.81%
4VANGUARD WORLD FD92204A70211,863$8.8M4.45%
5BROADCOM INCAVGO25,335$8.4M4.21%
6BERKSHIRE HATHAWAY INC DELBRK-A15,663$7.9M3.96%
7APPLE INCAAPL26,604$6.8M3.41%
8VANGUARD INDEX FDS92290873613,700$6.6M3.31%
9MICROSOFT CORPMSFT12,256$6.3M3.19%
10WALMART INCWMT55,585$5.7M2.88%
11AMAZON COM INCAMZN21,486$4.7M2.37%
12MERCK & CO INCMRK50,940$4.3M2.15%
13ABBVIE INCABBV18,195$4.2M2.12%
14MCDONALDS CORPMCD12,842$3.9M1.96%
15NVIDIA CORPORATIONNVDA20,561$3.8M1.93%
16SCHWAB STRATEGIC TR808524797139,297$3.8M1.91%
17ALPHABET INCGOOG14,881$3.6M1.82%
18ABBOTT LABSABLZF23,940$3.2M1.61%
19CONOCOPHILLIPSCOP33,339$3.2M1.59%
20VANGUARD INDEX FDS92290874416,816$3.1M1.58%
21COSTCO WHSL CORP NEW22160K1053,387$3.1M1.58%
22JPMORGAN CHASE & CO.VYLD9,361$3.0M1.48%
23HOME DEPOT INCHD6,399$2.6M1.30%
24PROCTER AND GAMBLE CO74271810915,969$2.5M1.23%
25JOHNSON & JOHNSONJNJ12,466$2.3M1.16%
26CBOE GLOBAL MKTS INC12503M1089,057$2.2M1.12%
27SNAP ON INCSNA6,412$2.2M1.12%
28HERSHEY COHSY11,419$2.1M1.07%
29ILLINOIS TOOL WKS INC4523081097,871$2.1M1.03%
30PEPSICO INCPEP14,501$2.0M1.02%
31EOG RES INCEOG17,645$2.0M1.00%
32VANGUARD SPECIALIZED FUNDS9219088449,131$2.0M0.99%
33ALPHABET INCGOOG6,426$1.6M0.79%
34VANGUARD INDEX FDS9229083632,379$1.5M0.73%
35VISA INCV4,238$1.4M0.73%
36YUM BRANDS INCYUM9,505$1.4M0.73%
37QUALCOMM INCQCOM8,685$1.4M0.73%
38EXPEDITORS INTL WASH INC30213010911,362$1.4M0.70%
39ALLEGION PLCALLE7,579$1.3M0.68%
40AON PLCAON3,649$1.3M0.66%
41SMITH A O CORPAOS17,686$1.3M0.65%
42PAYCHEX INCPAYX10,114$1.3M0.64%
43AVERY DENNISON CORPAVY7,807$1.3M0.64%
44ACCENTURE PLC IRELANDACN5,130$1.3M0.64%
45ZOETIS INCZTS8,557$1.3M0.63%
46GRAINGER W W INC3848021041,312$1.3M0.63%
47COGNIZANT TECHNOLOGY SOLUTIOCTSH18,414$1.2M0.62%
48PULTE GROUP INC7458671019,288$1.2M0.62%
49VANGUARD WHITEHALL FDS9219464068,187$1.2M0.58%
50RTX CORPORATIONRTX5,935$993,3180.50%
51GILEAD SCIENCES INCGILD7,292$809,2430.41%
52CME GROUP INCCME2,992$809,0230.41%
53VERIZON COMMUNICATIONS INCVZ17,664$776,4280.39%
54CF INDS HLDGS INC1252691008,583$769,9810.39%
55QUEST DIAGNOSTICS INCDGX3,964$755,5720.38%
56PRICE T ROWE GROUP INCTROW7,321$751,6470.38%
57FOX CORPFOX11,896$749,8080.38%
58TESLA INCTSLA1,664$739,6730.37%
59GENERAL MLS INC37033410414,646$738,4520.37%
60ALTRIA GROUP INCMO11,157$736,9860.37%
61KIMBERLY-CLARK CORPKMB5,870$729,8210.37%
62US BANCORP DELUSB-PS14,899$720,0030.36%
63VICI PPTYS INC92565210921,671$706,8050.36%
64KRAFT HEINZ COKHC26,942$701,5860.35%
65CONAGRA BRANDS INCCAG37,566$687,8260.35%
66COLGATE PALMOLIVE COCL8,570$685,0830.34%
67COMCAST CORP NEWCCZ21,379$671,7060.34%
68EXXON MOBIL CORPXOM5,826$657,1170.33%
69COCA COLA COKO8,451$560,3620.28%
70T-MOBILE US INCTMUSZ2,026$484,9960.24%
71VANGUARD STAR FDS9219097684,849$356,2160.18%
72NEXTERA ENERGY INCNEE-PW4,512$340,6210.17%
73CRH PLCCRH2,781$333,4420.17%
74PALO ALTO NETWORKS INCPANW1,633$332,7130.17%
75UNITEDHEALTH GROUP INCUNH918$317,7270.16%
76BLOCK H & R INCBSQKZ6,240$315,5690.16%
77DYCOM INDS INC2674751011,031$300,8110.15%
78CHEVRON CORP NEWCVX1,921$298,3740.15%
79META PLATFORMS INCMETA392$289,5020.15%
80LOWES COS INC5486611071,099$276,4560.14%
81AXCELIS TECHNOLOGIES INCACLS2,631$257,1060.13%
82BOEING COBA-PA1,157$249,7160.13%
83FLEX LTDFLEX4,171$241,7060.12%
84JABIL INCJBL1,095$237,8860.12%
85MONOLITHIC PWR SYS INC609839105248$229,3410.12%
86CENTENE CORP DELCNC6,405$228,4820.11%
87CATERPILLAR INCCAT471$224,9060.11%
88CHARTER COMMUNICATIONS INC N16119P108800$219,6790.11%
89NEUROCRINE BIOSCIENCES INCNBIX1,565$219,6310.11%
90WILLIAMS SONOMA INCWSM1,113$217,4980.11%
91HIMS & HERS HEALTH INCHIMS3,831$217,3930.11%
92D R HORTON INC23331A1091,279$216,4780.11%
93AVNET INCAVT4,132$216,1650.11%
94TOLL BROTHERS INCTOL1,561$215,4390.11%
95ASBURY AUTOMOTIVE GROUP INCABG855$208,3240.10%
96ZOOM COMMUNICATIONS INCZM2,508$206,9280.10%
97EXELIXIS INCEXEL4,981$205,6440.10%
98PHILIP MORRIS INTL INC7181721091,252$203,4550.10%
99INSULET CORPPODD655$202,0070.10%