MKD WEALTH COACHES, LLC
Follow13F filer, CIK 1536549, TROY, MI
MKD WEALTH COACHES, LLC reported $120,912,583 across 34 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-09. Its ten largest share positions make up 92.41% of the portfolio.
Accepted , ingested 13F-HR 0001754960-26-000831
- Period
- 2026-09-30
- Reported value
- $121M
- Holdings
- 34
- Top 10 weight
- 92.41%
- New
- 5
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVadded | +1,804 | $1.38M |
| IJHadded | +8,909 | $641K |
| VIGnew | +1,934 | $451K |
| VBRnew | +1,860 | $430K |
| GOOGnew | +901 | $307K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IAUreduced | -1,915 | -$150K |
| FDVVreduced | -790 | -$48K |
| AOMreduced | -378 | -$18.4K |
| EFGreduced | -137 | -$16.4K |
| MVISexited | -42,136 | -$13.8K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0001754960-26-000831, largest first. % of portfolio is the value over $120,912,583, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| IVVISHARES TR | 88,628 | $67.9M | 56.14% | +1,804 | Timeline | ||
| IJHISHARES TR | 264,748 | $19M | 15.75% | +8,909 | Timeline | ||
| AGGISHARES TR | 77,644 | $7.34M | 6.07% | +1,942 | Timeline | ||
| IWBISHARES TR | 10,022 | $4.17M | 3.45% | 0 | Timeline | ||
| DBMFIM GLOBAL PARTNER FUNDS | 102,663 | $3.34M | 2.76% | +1,993 | Timeline | ||
| MUBISHARES TR | 22,532 | $2.28M | 1.88% | +299 | Timeline | ||
| IEMGISHARES INC | 26,877 | $2.18M | 1.8% | -69 | Timeline | ||
| EFGISHARES TR | 17,279 | $2.07M | 1.71% | -137 | Timeline | ||
| IJRISHARES TR | 14,560 | $1.98M | 1.64% | +292 | Timeline | ||
| VEAVANGUARD TAX-MANAGED FDS | 20,609 | $1.46M | 1.2% | +3,070 | Timeline | ||
| EFAISHARES TR | 6,747 | $701K | 0.58% | 0 | Timeline | ||
| HYGISHARES TR | 8,533 | $659K | 0.54% | +261 | Timeline | ||
| BUFBINNOVATOR ETFS TRUST | 15,740 | $634K | 0.52% | 0 | Timeline | ||
| GOOGLALPHABET INC | 1,697 | $584K | 0.48% | +297 | Timeline | ||
| AMZNAMAZON COM INC | 2,282 | $569K | 0.47% | 0 | Timeline | ||
| ITOTISHARES TR | 3,394 | $564K | 0.47% | 0 | Timeline | ||
| VIGVANGUARD SPECIALIZED FUNDS | 1,934 | $451K | 0.37% | new | Timeline | ||
| AAPLAPPLE INC | 1,333 | $444K | 0.37% | +159 | Timeline | ||
| VBRVANGUARD INDEX FDS | 1,860 | $430K | 0.36% | new | Timeline | ||
| VTVVANGUARD INDEX FDS | 1,815 | $392K | 0.32% | 0 | Timeline | ||
| VUGVANGUARD INDEX FDS | 4,224 | $381K | 0.31% | 0 | Timeline | ||
| SCHXSCHWAB STRATEGIC TR | 11,885 | $357K | 0.29% | +192 | Timeline | ||
| SCHZSCHWAB STRATEGIC TR | 15,928 | $352K | 0.29% | +389 | Timeline | ||
| GOOGALPHABET INC | 901 | $307K | 0.25% | new | Timeline | ||
| VOEVANGUARD INDEX FDS | 1,473 | $288K | 0.24% | new | Timeline | ||
| AOMISHARES TR | 5,740 | $280K | 0.23% | -378 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 345 | $263K | 0.22% | 0 | Timeline | ||
| SCHDSCHWAB STRATEGIC TR | 7,261 | $236K | 0.2% | 0 | Timeline | ||
| FDVVFIDELITY COVINGTON TRUST | 3,829 | $233K | 0.19% | -790 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 465 | $232K | 0.19% | new | Timeline | ||
| SCHFSCHWAB STRATEGIC TR | 8,016 | $220K | 0.18% | +157 | Timeline | ||
| DIASTATE STR SPDR DOW JONES IND | 428 | $218K | 0.18% | 0 | Timeline | ||
| IAUISHARES GOLD TR | 2,739 | $214K | 0.18% | -1,915 | Timeline | ||
| FFORD MTR CO | 13,700 | $165K | 0.14% | 0 | Timeline |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001754960-26-000831 | base | 2026-10-09 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000831 | Quarter ended 2026-09-30 | 2026-10-09 | ||
| 13F-HR 0001754960-26-000500 | Quarter ended 2026-06-30 | 2026-07-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-26-000228 | Quarter ended 2026-03-31 | 2026-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-26-000020 | Quarter ended 2025-12-31 | 2026-01-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-25-000635 | Quarter ended 2025-09-30 | 2025-10-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-25-000352 | Quarter ended 2025-06-30 | 2025-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-25-000166 | Quarter ended 2025-03-31 | 2025-04-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-25-000100 | Quarter ended 2024-12-31 | 2025-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-22-000016 | Quarter ended 2021-12-31 | 2022-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-21-000197 | Quarter ended 2021-09-30 | 2021-10-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-21-000162 | Quarter ended 2021-06-30 | 2021-07-19 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-21-000092 | Quarter ended 2021-03-31 | 2021-04-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-21-000027 | Quarter ended 2020-12-31 | 2021-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-20-000223 | Quarter ended 2020-09-30 | 2020-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-20-000189 | Quarter ended 2020-06-30 | 2020-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-20-000108 | Quarter ended 2020-03-31 | 2020-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-20-000034 | Quarter ended 2019-12-31 | 2020-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-19-000211 | Quarter ended 2019-09-30 | 2019-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-19-000147 | Quarter ended 2019-06-30 | 2019-07-19 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-19-000104 | Quarter ended 2019-03-31 | 2019-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000905729-19-000010 | Quarter ended 2018-12-31 | 2019-01-15 | acceptance time not in the bulk data set |