M
MOKAN Wealth Management Inc.
RIA/Wealth
MOKAN Wealth Management Inc. is a RIA/Wealth based in Overland Park, KS led by Kyle Thomas Hammerschmidt, managing $198.8M across 99 long positions as of Q3 2025 with 31% ETF concentration.
OwnerKyle Thomas Hammerschmidt
- Portfolio Value
- $198.8M
- Positions
- 99
- Top Holding
- VGSH at 6.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MOKAN Wealth Management Inc.'s portfolio (44.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.9M | 6.48% | +$495.6K Bought | — 218.9K shares | |
ETF ETF | $12.7M | 6.38% | +$441.0K Bought | — 138.3K shares | |
ETF ETF | $11.5M | 5.81% | +$490.0K Bought | — 116.0K shares | |
ETF ETF | $8.8M | 4.45% | +$1.2M Bought | — 11.9K shares | |
Semiconductors Technology | $8.4M | 4.21% | -$862.2K Sold | 0.00% 25.3K shares | |
Insurance - Diversified Financial Services | $7.9M | 3.96% | +$1.1M Bought | 0.00% 15.7K shares | |
Consumer Electronics Technology | $6.8M | 3.41% | -$409.0K Sold | 0.00% 26.6K shares | |
ETF ETF | $6.6M | 3.31% | +$2.2M Bought | — 13.7K shares | |
Software - Infrastructure Technology | $6.3M | 3.19% | +$89.1K Bought | 0.00% 12.3K shares | |
Discount Stores Consumer Defensive | $5.7M | 2.88% | +$1.3M Bought | 0.00% 55.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MOKAN Wealth Management Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-89.55% |
Analytics
Portfolio insights and performance metrics for MOKAN Wealth Management Inc.
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