CIK: 0001536549
Total reported value
$101.6M
Reporting period: 2026-03-31 · Number of holdings: 28
MKD WEALTH COACHES, LLC disclosed 28 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $101.6M and a quarterly turnover rate of 5.2%.
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Mkd Wealth Coaches, LLC's disclosed holdings carry a Herfindahl concentration index of 0.335 — mathematically equivalent to about 3 equally-sized positions, well below its 28 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.95), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 7.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add IJH
+8.3% $1.6M
Trim IVV
+4.2% -$364.8K
Trim IEMG
-16.5% -$294.0K
Add DBMF
+4.3% $310.6K
Trim IWB
-0.8% -$200.9K
Trim IJR
-13.0% -$165.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 54.60% | -1.24% | +4.17% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 16.53% | +1.37% | +8.25% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.34% | +0.01% | +2.35% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.52% | -0.25% | -0.84% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.84% | +0.26% | +4.28% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.28% | -0.02% | +1.71% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.91% | -0.16% | -4.08% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | -0.32% | -16.54% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | -0.19% | -13.01% | |
| 10 | DELL | Dell Technologies -c | Stock-Tech | 1.06% | +1.06% | NEW | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.01% | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | -0.04% | -3.03% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.09% | — | |
| 14 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.56% | -0.02% | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | -0.02% | — | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.47% | -0.12% | -10.07% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | — | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | +0.02% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.14% | -18.21% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | -0.01% | +1.24% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.29% | — | +2.11% | |
| 22 | AAPL | Apple INC | Stock-Tech | 0.27% | -0.02% | +4.29% | |
| 23 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.26% | -0.03% | -5.49% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.25% | -0.01% | +0.81% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | +0.22% | NEW | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | — | +1.14% | |
| 27 | F | Ford Motor Co | Stock-Consumer Disc | 0.16% | -0.06% | -16.46% | |
| 28 | GAME | Gamesquare Holdings INC | Stock-Other | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 37% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 28 | $101.6M | 5 | |
| 2025-12-31 | 27 | $100.0M | 2 | |
| 2025-09-30 | 26 | $100.4M | 15 | |
| 2025-06-30 | 25 | $94.8M | 0 | |
| 2025-03-31 | 25 | $88.4M | 100 | |
| 2024-12-31 | 29 | $98.8M | 0 | |
| 2021-12-31 | 34 | $73.1M | 0 | |
| 2021-09-30 | 25 | $63.6M | 0 | |
| 2021-06-30 | 22 | $62.6M | 100 | |
| 2021-03-31 | 22 | $58.6M | 31 | |
| 2020-12-31 | 24 | $62.4M | 63 | |
| 2020-09-30 | 33 | $70.0M | 62 | |
| 2020-06-30 | 31 | $79.2M | 54 | |
| 2020-03-31 | 36 | $74.5M | 93 | |
| 2019-12-31 | 52 | $117.5M | 27 | |
| 2019-09-30 | 47 | $96.3M | 22 | |
| 2019-06-30 | 220 | $112.1M | 26 | |
| 2019-03-31 | 193 | $99.0M | 88 | |
| 2018-12-31 | 165 | $84.5M | — |
Mkd Wealth Coaches, LLC's most significant position changes for 2026-03-31: New buy: Dell Technologies -c (DELL); New buy: Schwab US Dvd Equity ETF (SCHD); Sold out: Ss Spdr Dow Jones Indus Avg (DIA); Add: Ishares Core S&p Midcap ETF (IJH) — shares +8.25%; Add: Ishares Core S&p 500 ETF (IVV) — shares +4.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.4% | +8.25% | Add |
| 2 | DBMF | Imgp Dbi Managed Futures Str | +0.3% | +4.28% | Add |
| 3 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 4 | AGG | Ishares Core U.s. Aggregate | 0% | +2.35% | Add |
| 5 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 6 | SCHF | Schwab Intl Equity ETF | — | +1.14% | Add |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | — | +2.11% | Add |
| 8 | GAME | Gamesquare Holdings INC | — | — | Unchanged |
| 9 | SCHX | Schwab US Large-cap ETF | 0% | +1.24% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 11 | FDVV | Fidelity High Dividend ETF | 0% | +0.81% | Add |
| 12 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 13 | MUB | Ishares National Muni Bond E | 0% | +1.71% | Add |
| 14 | BUFB | Innovator Ladd Allo Buff ETF | 0% | — | Unchanged |
| 15 | AAPL | Apple INC | 0% | +4.29% | Add |
| 16 | AOM | Ishares Core 40/60 Moderate | 0% | -5.49% | Trim |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -3.03% | Trim |
| 18 | F | Ford Motor Co | -0.1% | -16.46% | Trim |
| 19 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 20 | AMZN | Amazon.com INC | -0.1% | -10.07% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | -18.21% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -4.08% | Trim |
| 23 | IJR | Ishares Core S&p Small-cap E | -0.2% | -13.01% | Trim |
| 24 | IWB | Ishares Russell 1000 ETF | -0.3% | -0.84% | Trim |
| 25 | IEMG | Ishares Core Msci Emerging | -0.3% | -16.54% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -1.2% | +4.17% | Add |
| 27 | DELL | Dell Technologies -c | — | NEW | New buy |
| 28 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-10 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-24 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-08 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-19 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-29 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-06 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-19 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-02 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-15 | 13F-HR | View on EDGAR |
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