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Kyle Hammerschmidt

Mokan Wealth Management Inc.

Assets Managed
$225.927M
Holdings
109
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
0.23%(2Q avg: 6.82%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mokan Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Mokan Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 225.927M in assets, with a quarterly growth rate of 0.23% and a 2-quarter average growth rate of 6.82%. The portfolio is managed by Kyle Hammerschmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.76%
6.45%
$14.571M
248,915 shares@ $58.54 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 2.25%
6.35%
$14.344M
156,518 shares@ $91.65 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 4.21%
5.96%
$13.46M
135,356 shares@ $99.45 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.97%
4.01%
$9.041M
18,880 shares@ $478.87 avg price
WMT
Walmart Inc
Recent Activity
Increased 16.65%
3.81%
$8.598M
69,182 shares@ $124.29 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -4.11%
3.53%
$7.954M
25,705 shares@ $309.44 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 76.43%
3.34%
$7.527M
43,159 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 5%
3.07%
$6.929M
27,316 shares@ $253.68 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 21%
2.66%
$6.006M
28,834 shares@ $208.29 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.55%
2.48%
$5.602M
15,124 shares@ $370.39 avg price

1-10 of 109