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MKD Wealth Coaches, LLC

CIK 1536549 · latest 13F filed 9 October 2026 · Read the filing on EDGAR

MKD Wealth Coaches, LLC reported 34 US-listed holdings worth $120.9 million in its 13F for the quarter ended 30 September 2026, filed 9 October 2026. Its largest: iShares Core S&P 500 ETF (56.1%), iShares Core S&P Mid-Cap ETF (15.8%) and iShares Trust (6.1%). Against the quarter before, it opened 5 positions, added to 13, trimmed 5 and sold out of 2.

Reported holdings$120.9M+3.3% on Q2 2026
Positions34+3 on Q2 2026
The largest ten92.4%of its reported holdings
Latest 13FQ3 2026filed 9 October 2026
Where the money is
Added toHeldTrimmed
IVV56.1%IJH15.8%AGG6.1%IWB3.4%DBMF2.8%MUB1.9%IEMG1.8%EFG1.7%IJR1.6%VEA1.2%EFA0.6%HYG0.5%BUFB0.5%20 more5.5%

The 14 largest of its 34 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $98.8 million in 29 positions$98.8MQ4 24Q1 2025: $88.4 million in 25 positions$88.4MQ1 25Q2 2025: $94.8 million in 25 positions$94.8MQ2 25Q3 2025: $100.4 million in 26 positions$100MQ3 25Q4 2025: $100.0 million in 27 positions$100MQ4 25Q1 2026: $101.6 million in 28 positions$102MQ1 26Q2 2026: $117.0 million in 31 positions$117MQ2 26Q3 2026: $120.9 million in 34 positions$121MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +24.6% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +24.6%S&P 500 +30.1%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 13Held 11Trimmed 5Sold out 2
Opened: 5Added: 13Held: 11Trimmed: 5Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Vanguard Specialized Funds VIG$451,222
  2. Vanguard Small Cap Value ETF VBR$429,716
  3. Alphabet Inc. GOOG$307,007
  4. Vanguard Mid Cap Value ETF VOE$288,016
  5. Berkshire Hathaway Inc. Class B BRKB$231,547

Added to 13

  1. iShares Core S&P 500 ETF IVV+1,804 shares · +2%
  2. iShares Core S&P Mid-Cap ETF IJH+8,909 shares · +3%
  3. Vanguard Ftse Developed Markets VEA+3,070 shares · +18%
  4. iShares Trust AGG+1,942 shares · +3%
  5. Alphabet Inc. GOOGL+297 shares · +21%
  6. Litman Gregory FDS Trust DBMF+1,993 shares · +2%
  7. Apple Inc. AAPL+159 shares · +14%
  8. iShares Core S&P Small-Cap ETF IJR+292 shares · +2%

and 5 more in the table below

Trimmed 5

  1. iShares Gold Trust IAU-1,915 shares · -41%
  2. Fidelity Covington Trust FDVV-790 shares · -17%
  3. iShares Trust AOM-378 shares · -6%
  4. iShares Trust EFG-137 shares · -1%
  5. iShares Core MSCI Emerging Mark IEMG-69 shares · -0%

Sold out of 2

  1. Microvision Inc. Del MVIS$13,778 last quarter
  2. Gamesquare Hldgs Inc. GAME$4,740 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV88.6K$67.9 million56.14%+1.8K
iShares Core S&P Mid-Cap ETF IJH264.7K$19.0 million15.75%+8.9K
iShares Trust AGG77.6K$7.3 million6.07%+1.9K
iShares Trust IWB10.0K$4.2 million3.45%no change
Litman Gregory FDS Trust DBMF102.7K$3.3 million2.76%+2.0K
iShares Trust MUB22.5K$2.3 million1.88%+299
iShares Core MSCI Emerging Mark IEMG26.9K$2.2 million1.80%-69
iShares Trust EFG17.3K$2.1 million1.71%-137
iShares Core S&P Small-Cap ETF IJR14.6K$2.0 million1.64%+292
Vanguard Ftse Developed Markets VEA20.6K$1.5 million1.20%+3.1K
iShares Trust EFA6.7K$700,9320.58%no change
iShares Trust HYG8.5K$658,8160.54%+261
Innovator Etfs Trust BUFB15.7K$634,0540.52%no change
Alphabet Inc. GOOGL1.7K$583,9040.48%+297
Amazon.com Inc. AMZN2.3K$568,5600.47%no change
iShares Trust ITOT3.4K$564,3540.47%no change
Vanguard Specialized Funds VIG1.9K$451,2220.37%new
Apple Inc. AAPL1.3K$443,9630.37%+159
Vanguard Small Cap Value ETF VBR1.9K$429,7160.36%new
Vanguard Value ETF VTV1.8K$392,1850.32%no change
Vanguard Growth ETF VUG4.2K$380,6250.31%no change
Schwab US Large Cap SCHX11.9K$356,5560.29%+192
Schwab Strategic Trust SCHZ15.9K$351,9990.29%+389
Alphabet Inc. GOOG901$307,0070.25%new
Vanguard Mid Cap Value ETF VOE1.5K$288,0160.24%new
iShares Trust AOM5.7K$279,7700.23%-378
SPDR S&P 500 SPY345$263,1070.22%no change
Schwab Strategic Trust SCHD7.3K$236,2090.20%no change
Fidelity Covington Trust FDVV3.8K$232,5170.19%-790
Berkshire Hathaway Inc. Class B BRKB465$231,5470.19%new
Schwab Strategic Trust SCHF8.0K$220,1880.18%+157
SPDR Dow Jones Indl Average DIA428$217,6590.18%no change
iShares Gold Trust IAU2.7K$213,9160.18%-1.9K
Ford Motor Co. F13.7K$165,2220.14%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.