MKD WEALTH COACHES, LLC
CIK 1536549 · View on SEC EDGAR ↗
- Portfolio value
- $117.0M
- Positions
- 31
- As of
- June 30, 2026
#8,083 of 9,443 by 13F value · top 85.6%
Portfolio value QoQ: +15.2% 13F does not disclose cash
- Top 10 holdings weight
- 93.63%
- Top 25 holdings weight
- 99.25%
- Positions above 1%
- 10
- Effective number of positions
- 2.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.12% Est. buys $4,655,372 · sells $1,220,616
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.8% still held
- New positions
- 4
- Increased
- 12
- Decreased
- 7
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Retail
0.5%
Communication Services
0.4%
Technology
0.3%
Consumer Discretionary
0.2%
Industrials
0.0%
Other/Unmapped
98.6%
Full portfolio 31 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $65,021,309 | 55.55% | 86,824 | $9,534,356 | Up ×2 | ||
| IJH | $19,727,738 | 16.85% | 255,839 | $2,928,635 | Up ×2 | ||
| AGG | $7,492,999 | 6.40% | 75,702 | $33,210 | Up ×4 | ||
| IWB | $4,104,009 | 3.51% | 10,022 | $530,565 | |||
| DBMF | $3,081,498 | 2.63% | 100,670 | $192,070 | Up ×2 | ||
| MUB | $2,392,720 | 2.04% | 22,233 | $77,778 | Up ×4 | ||
| IEMG | $2,232,220 | 1.91% | 26,946 | $331,611 | Down ×6 | ||
| EFG | $2,166,880 | 1.85% | 17,416 | $225,234 | Down ×3 | ||
| IJR | $2,116,026 | 1.81% | 14,268 | $627,713 | Up ×1 | ||
| VEA | $1,249,654 | 1.07% | 17,539 | Up ×1 | |||
| EFA | $700,864 | 0.60% | 6,747 | $45,541 | |||
| HYG | $661,551 | 0.57% | 8,272 | $20,125 | Up ×1 | ||
| BUFB | $618,739 | 0.53% | 15,740 | $53,516 | |||
| ITOT | $557,532 | 0.48% | 3,394 | $74,125 | |||
| AMZN Amazon.com, Inc. - Common Stock | $543,892 | 0.46% | 2,282 | $64,038 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $500,318 | 0.43% | 1,400 | $90,833 | Down ×2 | ||
| VTV | $395,543 | 0.34% | 1,815 | $-22,559 | Down ×1 | ||
| VUG | $363,855 | 0.31% | 4,224 | $-258,571 | Up ×1 | ||
| SCHZ | $359,415 | 0.31% | 15,539 | $62,982 | Up ×6 | ||
| IAU | $351,424 | 0.30% | 4,654 | $-58,873 | |||
| SCHX | $344,120 | 0.29% | 11,693 | $33,930 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $339,749 | 0.29% | 1,174 | $61,813 | Up ×2 | ||
| AOM | $305,235 | 0.26% | 6,118 | $36,048 | Up ×1 | ||
| FDVV | $278,461 | 0.24% | 4,619 | $25,488 | Up ×4 | ||
| SPY SPY | $257,636 | 0.22% | 345 | Up ×1 | |||
| SCHD | $230,255 | 0.20% | 7,261 | $7,479 | |||
| DIA | $223,583 | 0.19% | 428 | ||||
| SCHF | $217,684 | 0.19% | 7,859 | $2,653 | Down ×1 | ||
| F Ford Motor Company Common Stock | $190,430 | 0.16% | 13,700 | $32,332 | |||
| MVIS MicroVision, Inc. - Common Stock | $13,778 | 0.01% | 42,136 | Up ×1 | |||
| GAME GameSquare Holdings, Inc. - Common stock | $4,740 | 0.00% | 12,000 | $1,500 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AGG | $7,492,999 | 6.40% | up ×4 |
| MUB | $2,392,720 | 2.04% | up ×4 |
| SCHZ | $359,415 | 0.31% | up ×6 |
| FDVV | $278,461 | 0.24% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VEA | $1,249,654 | 17,539 | 1.07% |
| SPY | $257,636 | 345 | 0.22% |
| DIA | $223,583 | 428 | 0.19% |
| MVIS | $13,778 | 42,136 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +2K | +$9.5M |
| IJH | Bought more | +7K | +$2.9M |
| IJR | Bought more | +2K | +$628K |
| IWB | Price move only | +0 | +$531K |
| IEMG | Trimmed | -303 | +$332K |
| VUG | Bought more | +3K | -$259K |
| EFG | Trimmed | -18 | +$225K |
| DBMF | Bought more | +5K | +$192K |
| GOOGL | Trimmed | -24 | +$91K |
| MUB | Bought more | +425 | +$78K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DELL | June 30, 2026 | 6,554 | $1,075,708 | 0.4% |
| THRM | March 31, 2025 | 18,618 | $743,324 | 52.0% |
| IWM | March 31, 2025 | 2,613 | $577,368 | No longer tracked |
| USRT | March 31, 2025 | 4,056 | $232,449 | No longer tracked |
| DIA | March 31, 2026 | 428 | $205,684 | No longer tracked |
| AOR | March 31, 2025 | 3,580 | $205,216 | No longer tracked |
| SCHD | June 30, 2025 | 7,261 | $203,025 | No longer tracked |
| SLVP | March 31, 2025 | 10,185 | $117,535 | No longer tracked |