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MKD Wealth Coaches Portfolio holdings
AUM
$121M
Turnover
19.44%
1-Year Est. Return
12.66%
This Fund
S&P 500
This Quarter Est. Return
-0.17%
1 Year Est. Return
+12.66%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
+$3.87M
(+3.3%)
Cap. Flow
+$4.29M
Cap. Flow % of AUM
Cap. Flow %
3.55%
Top 10 Holdings %
Top 10 Hldgs %
92.41%
Holding
36
New
5
Increased
13
Reduced
5
Closed
2
Avg Time Held
3.5
years
Top 10 Avg Time Held
2.6
years
Top 20 Avg Time Held
2.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.38M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$672K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$465K |
| 4 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$454K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$311K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust
IAU
|
+$154K |
| 2 |
Fidelity High Dividend ETF
FDVV
|
+$49.5K |
| 3 |
iShares Core Moderate Allocation ETF
AOM
|
+$18.7K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$16.8K |
| 5 |
Microvision
MVIS
|
+$13.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.1% |
| 2 | Communication Services | 0.74% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Technology | 0.37% |
| 5 | Financials | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$892B
| $67.9M | 56.14% |
88,628
+1,804
| +2% | +$1.38M |
2018 Q4
31 quarters
|
|
|
2
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $19M | 15.75% |
264,748
+8,909
| +3% | +$672K |
2024 Q4
7 quarters
|
|
3
iShares Core US Aggregate Bond ETF
AGG
$138B
| $7.34M | 6.07% |
77,644
+1,942
| +3% | +$189K |
2020 Q3
24 quarters
|
|
4
iShares Russell 1000 ETF
IWB
$49.2B
| $4.17M | 3.45% |
10,022
| – | – |
2024 Q4
7 quarters
|
|
5
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.4B
| $3.34M | 2.76% |
102,663
+1,993
| +2% | +$62.5K |
2024 Q4
7 quarters
|
|
6
iShares National Muni Bond ETF
MUB
$50.9B
| $2.28M | 1.88% |
22,532
+299
| +1% | +$31.4K |
2020 Q3
24 quarters
|
|
7
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
| $2.18M | 1.8% |
26,877
-69
| -0.3% | -$5.55K |
2018 Q4
31 quarters
|
|
|
8
iShares MSCI EAFE Growth ETF
EFG
$15.1B
| $2.07M | 1.71% |
17,279
-137
| -0.8% | -$16.8K |
2020 Q3
24 quarters
|
|
9
iShares Core S&P Small-Cap ETF
IJR
$104B
| $1.98M | 1.64% |
14,560
+292
| +2% | +$42.3K |
2018 Q4
31 quarters
|
|
10
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $1.46M | 1.2% |
20,609
+3,070
| +18% | +$220K |
2026 Q2
1 quarter
|
|
11
iShares MSCI EAFE ETF
EFA
$77.4B
| $701K | 0.58% |
6,747
| – | – |
2021 Q4
19 quarters
|
|
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17B
| $659K | 0.54% |
8,533
+261
| +3% | +$20.7K |
2020 Q3
24 quarters
|
|
13
Innovator Laddered Allocation Buffer ETF
BUFB
$342M
| $634K | 0.52% |
15,740
| – | – |
2024 Q4
7 quarters
|
|
14
Alphabet (Google) Class A
GOOGL
$4.08T
| $584K | 0.48% |
1,697
+297
| +21% | +$103K |
2020 Q4
23 quarters
|
|
15
Amazon
AMZN
$2.84T
| $569K | 0.47% |
2,282
| – | – |
2019 Q4
27 quarters
|
|
16
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
| $564K | 0.47% |
3,394
| – | – |
2024 Q4
7 quarters
|
|
|
17
Vanguard Dividend Appreciation ETF
VIG
$114B
| $451K | 0.37% |
+1,934
| New | +$465K |
2026 Q3
0 quarters
|
|
18
Apple
AAPL
$5.02T
| $444K | 0.37% |
1,333
+159
| +14% | +$51.1K |
2018 Q4
31 quarters
|
|
|
19
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.4B
| $430K | 0.36% |
+1,860
| New | +$454K |
2026 Q3
0 quarters
|
|
20
Vanguard Morningstar Value ETF
VTV
$192B
| $392K | 0.32% |
1,815
| – | – |
2020 Q2
25 quarters
|
|
21
Vanguard Morningstar Growth ETF
VUG
$232B
| $381K | 0.31% |
4,224
| – | – |
2020 Q2
25 quarters
|
|
22
Schwab US Large- Cap ETF
SCHX
$74.9B
| $357K | 0.29% |
11,885
+192
| +2% | +$5.75K |
2021 Q3
20 quarters
|
|
23
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
| $352K | 0.29% |
15,928
+389
| +3% | +$8.84K |
2024 Q4
7 quarters
|
|
|
24
Alphabet (Google) Class C
GOOG
$4.03T
| $307K | 0.25% |
+901
| New | +$311K |
2026 Q3
0 quarters
|
|
25
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
| $288K | 0.24% |
+1,473
| New | +$301K |
2026 Q3
0 quarters
|
|
Similar funds
MKD Wealth Coaches's Q3 2026 Portfolio in Review
As of Q3 2026, MKD Wealth Coaches held 36 positions worth $121M, up 3.3% from $117M the previous quarter. Its ten largest holdings account for 92% of the portfolio.
MKD Wealth Coaches deployed $4.29M of net new capital in Q3 2026, opening 5 new positions and adding to 13 existing holdings. Its largest new stake was Vanguard Dividend Appreciation ETF: 1,934 shares worth $451K.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, down from 99% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was iShares Gold Trust, an estimated $154K trimmed.
- MKD Wealth Coaches's largest Q3 2026 buy was Vanguard Dividend Appreciation ETF: 1,934 shares worth $451K.
- MKD Wealth Coaches added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $1.38M increase.
- MKD Wealth Coaches's biggest Q3 2026 reduction was iShares Gold Trust, cutting an estimated $154K.
- MKD Wealth Coaches fully exited Microvision in Q3 2026, selling an estimated $13.8K.
- MKD Wealth Coaches's ten largest holdings make up 92% of its $121M portfolio in Q3 2026.
- MKD Wealth Coaches opened 5 new positions and closed 2 in Q3 2026.
- MKD Wealth Coaches's portfolio value rose 3.3% quarter-over-quarter to $121M.
Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.