Long-term investor
Mokan Wealth Management Inc. @mokanwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053727).
Record
- Tracked since 2025-06-30 (434 days), 162 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months +3.7% · 1 year +10.4% · all +10.4%
- Max drawdown -2.1% · Sharpe 0.66 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGSH · 5.9% · long · since 2025-06-30
- BIL · 5.9% · long · since 2025-06-30
- BILS · 5.5% · long · since 2025-06-30
- BRK-B · 4.0% · long · since 2025-06-30
- WMT · 3.8% · long · since 2025-06-30
- AVGO · 3.8% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- MU · 2.5% · long · since 2025-12-31
- MRK · 2.4% · long · since 2025-06-30