Q3 2026 13F · SEC CIK 1536549

Mkd Wealth Coaches, LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $120.9M
Reported positions: 34
Holdings vs S&P 500, 3 yrs: —
Assets under management: $505.7M

Mkd Wealth Coaches, LLC is a wealth manager that reported 34 positions worth $120.9M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Ishares Tr (IVV, 56.1%), Ishares Tr (IJH, 15.8%), Ishares Tr (AGG, 6.1%).

Mkd Wealth Coaches, LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mkd Wealth Coaches, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	56.1%	55.6%	88,628	+2.1%	$67.9M
IJHIshares Tr	15.8%	16.9%	264,748	+3.5%	$19.0M
AGGIshares Tr	6.1%	6.4%	77,644	+2.6%	$7.3M
IWBIshares Tr	3.4%	3.5%	10,022	+0.0%	$4.2M
DBMFIm Global Partner Funds	2.8%	2.6%	102,663	+2.0%	$3.3M
MUBIshares Tr	1.9%	2.0%	22,532	+1.3%	$2.3M
IEMGIshares Inc	1.8%	1.9%	26,877	-0.3%	$2.2M
EFGIshares Tr	1.7%	1.9%	17,279	-0.8%	$2.1M
IJRIshares Tr	1.6%	1.8%	14,560	+2.0%	$2.0M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.1%	20,609	+17.5%	$1.5M
EFAIshares Tr	0.6%	0.6%	6,747	+0.0%	$701K
HYGIshares Tr	0.5%	0.6%	8,533	+3.2%	$659K
BUFBInnovator Etfs Trust	0.5%	0.5%	15,740	+0.0%	$634K
GOOGLAlphabet Inc	0.5%	0.4%	1,697	+21.2%	$584K
AMZNAmazon Com Inc	0.5%	0.5%	2,282	+0.0%	$569K
ITOTIshares Tr	0.5%	0.5%	3,394	+0.0%	$564K
VIGVanguard Specialized Funds	0.4%	New	1,934	—	$451K
AAPLApple Inc	0.4%	0.3%	1,333	+13.5%	$444K
VBRVanguard Index Fds	0.4%	New	1,860	—	$430K
VTVVanguard Index Fds	0.3%	0.3%	1,815	+0.0%	$392K
VUGVanguard Index Fds	0.3%	0.3%	4,224	+0.0%	$381K
SCHXSchwab Strategic Tr	0.3%	0.3%	11,885	+1.6%	$357K
SCHZSchwab Strategic Tr	0.3%	0.3%	15,928	+2.5%	$352K
GOOGAlphabet Inc	0.3%	New	901	—	$307K
VOEVanguard Index Fds	0.2%	New	1,473	—	$288K
AOMIshares Tr	0.2%	0.3%	5,740	-6.2%	$280K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	345	+0.0%	$263K
SCHDSchwab Strategic Tr	0.2%	0.2%	7,261	+0.0%	$236K
FDVVFidelity Covington Trust	0.2%	0.2%	3,829	-17.1%	$233K
BRK-BBerkshire Hathaway Inc Del	0.2%	New	465	—	$232K
SCHFSchwab Strategic Tr	0.2%	0.2%	8,016	+2.0%	$220K
DIASpdr Dow Jones Indl Average	0.2%	0.2%	428	+0.0%	$218K
IAUIshares Gold Tr	0.2%	0.3%	2,739	-41.1%	$214K
FFord Mtr Co	0.1%	0.2%	13,700	+0.0%	$165K

What Mkd Wealth Coaches, LLC bought and sold in Q3 2026, against Q2 2026.

Sold out

Microvision Inc Delwas 0.0%
Gamesquare Hldgs Incwas 0.0%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +20.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$120.9M	34
Q2 2026	$117.0M	31
Q1 2026	$101.6M	28
Q4 2025	$100.0M	27
Q3 2025	$100.4M	26
Q2 2025	$94.8M	25
Q1 2025	$88.4M	25
Q4 2024	$98.8M	29
Q4 2021	$73.1M	34
Q3 2021	$63.6M	25
Q2 2021	$62.6M	22
Q1 2021	$58.6M	22

Questions about Mkd Wealth Coaches, LLC's portfolio

What stocks does Mkd Wealth Coaches, LLC own?

Mkd Wealth Coaches, LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 34 positions worth $120.9M. The largest are Ishares Tr (IVV) at 56.1%, Ishares Tr (IJH) at 15.8%, Ishares Tr (AGG) at 6.1%, Ishares Tr (IWB) at 3.4% and Im Global Partner Funds (DBMF) at 2.8%.

What did Mkd Wealth Coaches, LLC buy last quarter?

In Q3 2026, Mkd Wealth Coaches, LLC added a new position in Vanguard Specialized Funds (VIG), a new position in Vanguard Index Fds (VBR), a new position in Alphabet Inc (GOOG), a new position in Vanguard Index Fds (VOE), a new position in Berkshire Hathaway Inc Del (BRK-B), Alphabet Inc (GOOGL) (+21.2% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+17.5% shares) and Apple Inc (AAPL) (+13.5% shares), compared with its Q2 2026 filing.

What did Mkd Wealth Coaches, LLC sell last quarter?

In Q3 2026, Mkd Wealth Coaches, LLC sold all of Microvision Inc Del, sold all of Gamesquare Hldgs Inc, Ishares Gold Tr (IAU) (-41.1% shares), Fidelity Covington Trust (FDVV) (-17.1% shares) and Ishares Tr (AOM) (-6.2% shares), compared with its Q2 2026 filing.

When is Mkd Wealth Coaches, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mkd Wealth Coaches, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Mkd Wealth Coaches, LLC manage?

Mkd Wealth Coaches, LLC reported $505.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $120.9M.