Mkd Wealth Coaches, LLC — 13F Holdings

2026 Q3  ·  36 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, MKD WEALTH COACHES, LLC maintained a portfolio of 36 distinct positions. The most significant new addition was VANGUARD SPECIALIZED FUNDS, now representing 0.37% of the total fund value. They heavily accumulated shares in VANGUARD TAX-MANAGED FDS, increasing the position by 17.5%.
Position History hover any row below to update
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MKD WEALTH COACHES, LLC AUM $121M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
36
Quarter
2026 Q3
Top Holding
IVV (56.1%)
Top 10 Concentration
92.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 56.14% 55.55% #1
Prev: #1
6.5
—
1,804 2.1%
P
S
88,628 $67,875,709
$337.24 +130.3%
$765.85 +1.4%
2018 Q4 13F Filing 2026-09-30 2026-10-09
IJH
ISHARES TR
ETF 15.75% 16.85% #2
Prev: #2
6.0
—
8,909 3.5%
P
S
264,748 $19,048,589 2018 Q4 13F Filing 2026-09-30 2026-10-09
AGG
ISHARES TR
ETF 6.07% 6.40% #3
Prev: #3
3.9
—
1,942 2.6%
P
S
77,644 $7,340,491 2018 Q4 13F Filing 2026-09-30 2026-10-09
IWB
ISHARES TR
ETF 3.45% 3.51% #4
Prev: #4
2.9
—
no change no change
P
S
10,022 $4,170,455 2024 Q4 13F Filing 2026-09-30 2026-10-09
DBMF
IM GLOBAL PARTN...
ETF 2.76% 2.63% #5
Prev: #5
2.1
—
1,993 2.0%
P
S
102,663 $3,339,615 2024 Q4 13F Filing 2026-09-30 2026-10-09
MUB
ISHARES TR
ETF 1.88% 2.04% #6
Prev: #6
1.3
—
299 1.3%
P
S
22,532 $2,277,943 2019 Q1 13F Filing 2026-09-30 2026-10-09
IEMG
ISHARES INC
ETF 1.80% 1.91% #7
Prev: #7
1.2
—
-69 -0.3%
P
S
26,877 $2,181,310 2018 Q4 13F Filing 2026-09-30 2026-10-09
EFG
ISHARES TR
Warrant 1.71% 1.85% #8
Prev: #8
1.2
—
-137 -0.8%
P
S
17,279 $2,070,524 2020 Q3 13F Filing 2026-09-30 2026-10-09
IJR
ISHARES TR
ETF 1.64% 1.81% #9
Prev: #9
1.2
—
292 2.0%
P
S
14,560 $1,980,702 2018 Q4 13F Filing 2026-09-30 2026-10-09
VEA
VANGUARD TAX-MA...
ETF 1.20% 1.07% #10
Prev: #10
2.5
—
3,070 17.5%
P
S
20,609 $1,455,201 2019 Q1 13F Filing 2026-09-30 2026-10-09
EFA
ISHARES TR
ETF 0.58% 0.60% #11
Prev: #11
1.2
—
no change no change
P
S
6,747 $700,932 2019 Q1 13F Filing 2026-09-30 2026-10-09
HYG
ISHARES TR
ETF 0.54% 0.57% #12
Prev: #12
0.7
—
261 3.2%
P
S
8,533 $658,816 2018 Q4 13F Filing 2026-09-30 2026-10-09
BUFB
INNOVATOR ETFS ...
ETF 0.52% 0.53% #13
Prev: #13
1.2
—
no change no change
P
S
15,740 $634,054 2024 Q4 13F Filing 2026-09-30 2026-10-09
GOOGL
ALPHABET INC
Communication Services 0.48% 0.43% #14 2
Prev: #16
2.7
—
297 21.2%
P
S
1,697 $583,904 2019 Q2 13F Filing 2026-09-30 2026-10-09
AMZN
AMAZON COM INC
Consumer Cyclical 0.47% 0.46% #15
Prev: #15
1.2
—
no change no change
P
S
2,282 $568,560 2018 Q4 13F Filing 2026-09-30 2026-10-09
ITOT
ISHARES TR
ETF 0.47% 0.48% #16 2
Prev: #14
1.2
—
no change no change
P
S
3,394 $564,354 2018 Q4 13F Filing 2026-09-30 2026-10-09
VIG
VANGUARD SPECIA...
ETF 0.37% — #17
Prev: #—
3.6
—
1,934 —
NEW
 1,934 $451,222 2018 Q4 13F Filing 2026-09-30 2026-10-09
AAPL
APPLE INC
Technology 0.37% 0.29% #18 4
Prev: #22
2.1
—
159 13.5%
P
S
1,333 $443,963 2018 Q4 13F Filing 2026-09-30 2026-10-09
VBR
VANGUARD INDEX ...
ETF 0.36% — #19
Prev: #—
3.6
—
1,860 —
NEW
 1,860 $429,716 2019 Q2 13F Filing 2026-09-30 2026-10-09
VTV
VANGUARD INDEX ...
ETF 0.32% 0.34% #20 3
Prev: #17
1.1
—
no change no change
P
S
1,815 $392,185 2018 Q4 13F Filing 2026-09-30 2026-10-09
VUG
VANGUARD INDEX ...
Warrant 0.31% 0.31% #21 3
Prev: #18
1.1
—
no change no change
P
S
4,224 $380,625 2018 Q4 13F Filing 2026-09-30 2026-10-09
SCHX
SCHWAB STRATEGI...
ETF 0.29% 0.29% #22 1
Prev: #21
0.6
—
192 1.6%
P
S
11,885 $356,556 2018 Q4 13F Filing 2026-09-30 2026-10-09
SCHZ
SCHWAB STRATEGI...
ETF 0.29% 0.31% #23 4
Prev: #19
0.6
—
389 2.5%
P
S
15,928 $351,999 2018 Q4 13F Filing 2026-09-30 2026-10-09
GOOG
ALPHABET INC
Communication Services 0.25% — #24
Prev: #—
3.6
—
901 —
NEW
 901 $307,007 2018 Q4 13F Filing 2026-09-30 2026-10-09
VOE
VANGUARD INDEX ...
ETF 0.24% — #25
Prev: #—
3.6
—
1,473 —
NEW
 1,473 $288,016 2026 Q3 13F Filing 2026-09-30 2026-10-09
AOM
ISHARES TR
ETF 0.23% 0.26% #26 3
Prev: #23
0.6
—
-378 -6.2%
P
S
5,740 $279,770 2020 Q4 13F Filing 2026-09-30 2026-10-09
SPY
STATE STR SPDR ...
ETF 0.22% 0.22% #27 2
Prev: #25
1.1
—
no change no change
P
S
345 $263,107 2019 Q2 13F Filing 2026-09-30 2026-10-09
SCHD
SCHWAB STRATEGI...
ETF 0.20% 0.20% #28 2
Prev: #26
1.1
—
no change no change
P
S
7,261 $236,209 2025 Q1 13F Filing 2026-09-30 2026-10-09
FDVV
FIDELITY COVING...
ETF 0.19% 0.24% #29 5
Prev: #24
0.6
—
-790 -17.1%
P
S
3,829 $232,517 2025 Q2 13F Filing 2026-09-30 2026-10-09
BRK/B
BERKSHIRE HATHA...
Financial Services 0.19% — #30
Prev: #—
3.6
—
465 —
NEW
 465 $231,547 2021 Q4 13F Filing 2026-09-30 2026-10-09
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.18% 0.19% #31 3
Prev: #28
0.6
—
157 2.0%
P
S
8,016 $220,188 2018 Q4 13F Filing 2026-09-30 2026-10-09
DIA
STATE STR SPDR ...
ETF 0.18% 0.19% #32 5
Prev: #27
1.1
—
no change no change
P
S
428 $217,659 2024 Q4 13F Filing 2026-09-30 2026-10-09
IAU
ISHARES GOLD TR
ETF 0.18% 0.30% #33 13
Prev: #20
0.1
—
-1,915 -41.1%
P
S
2,739 $213,916 2018 Q4 13F Filing 2026-09-30 2026-10-09
F
FORD MTR CO
Consumer Cyclical 0.14% 0.16% #34 5
Prev: #29
1.1
—
no change no change
P
S
13,700 $165,222 2018 Q4 13F Filing 2026-09-30 2026-10-09
GAME
GAMESQUARE HLDG...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #31)
 0.0
—
-12,000 -100.0%
CLOSED
 — $— 2025 Q3 13F Filing 2026-09-30 2026-10-09
MVIS
MICROVISION INC...
Technology 0.00% 0.01%
Sold All 😨
(Was: #30)
 0.0
—
-42,136 -100.0%
CLOSED
 — $— 2026 Q2 13F Filing 2026-09-30 2026-10-09
Showing 1-36 of 36 holdings

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