MKD WEALTH COACHES, LLC
Portfolio value QoQ: +15.2% 13F does not disclose cash
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: 6.0 quarters Tracked Q1 2025–Q2 2026 · 96.9% still held
Sector breakdown
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 | $543,892 | 0.46% | 2,282 | $64,038 | Down ×2 | ||
| GOOGL | $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 | $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 | $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 | $190,430 | 0.16% | 13,700 | $32,332 | |||
| MVIS | $13,778 | 0.01% | 42,136 | Up ×1 | |||
| GAME | $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)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
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.