You're signed outSign in or to get full access.
Mokan Wealth Management Inc.
MOKAN Wealth Management Inc. is a registered investment adviser based in Overland Park, Kansas, founded and principally owned by Kyle Hammerschmidt. The firm serves primarily individual investors, focusing on retirement planning, investment management, tax and income strategy, insurance review, and estate planning. It operates with a small team and emphasizes a personalized, client-focused approach, aiming to deliver fiduciary advice and comprehensive financial planning. MOKAN Wealth Management is structured to work closely with clients approaching or in retirement, providing regular planning check-ins and ongoing portfolio oversight.
Investment Strategy
MOKAN Wealth Management employs a fee-only fiduciary approach, primarily serving retirement-focused individual investors. Their strategy centers on holistic planning for income, taxes, investments, healthcare, and estate legacy using their Five Seed System. MOKAN focuses on safe-guarding portfolios against market risks, careful diversification, and ongoing optimization based on clients’ life stages and needs. They leverage a mix of ETFs, individual equities, and fixed income, with regular portfolio reviews and adjustments to maximize post-tax returns and minimize tax surprises, tailoring plans to each client rather than using cookie-cutter solutions.
Latest 13F Filing Activity
Mokan Wealth Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $179M. The fund increased holdings in Broadcom Inc., Allegion PLC, Pulte Group Inc. among other positions. Mokan Wealth Management Inc. reduced exposure to Conocophillips, Devon Energy Corp. New, Blackrock Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 6.91% | $12.4M | 210,481 | $58.25 | $58.78 | +$960.7K |
B BIL | SPDR SERIES TRUST | 6.84% | $12.2M | 133,456 | $91.47 | $91.73 | +$974.3K |
B BILS | SPDR SERIES TRUST | 6.17% | $11.0M | 111,071 | $99.19 | $99.43 | +$765.6K |
A AVGO | BROADCOM INC | 4.31% | $7.7M | 27,948 | $229.20 | $275.65 | +$2.4M |
V VGT | VANGUARD WORLD FD | 3.80% | $6.8M | 10,269 | $611.20 | $663.28 | -$101.8K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more