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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 | |
|---|---|---|---|---|---|---|---|
|
26
iShares Core Moderate Allocation ETF
AOM
$1.87B
| $280K | 0.23% |
5,740
-378
| -6% | -$18.7K |
2024 Q4
7 quarters
|
|
27
State Street SPDR S&P 500 ETF Trust
SPY
$795B
| $263K | 0.22% |
345
| – | – |
2026 Q2
1 quarter
|
|
28
Schwab US Dividend Equity ETF
SCHD
$121B
| $236K | 0.2% |
7,261
| – | – |
2026 Q1
2 quarters
|
|
|
29
Fidelity High Dividend ETF
FDVV
$10.5B
| $233K | 0.19% |
3,829
-790
| -17% | -$49.5K |
2025 Q2
5 quarters
|
|
30
Berkshire Hathaway Class B
BRK.B
$1.19T
| $232K | 0.19% |
+465
| New | +$235K |
2026 Q3
0 quarters
|
|
31
Schwab International Equity ETF
SCHF
$67.6B
| $220K | 0.18% |
8,016
+157
| +2% | +$4.37K |
2025 Q4
3 quarters
|
|
32
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
| $218K | 0.18% |
428
| – | – |
2026 Q2
1 quarter
|
|
|
33
iShares Gold Trust
IAU
$58.5B
| $214K | 0.18% |
2,739
-1,915
| -41% | -$154K |
2020 Q1
26 quarters
|
|
34
Ford
F
$50.3B
| $165K | 0.14% |
13,700
| – | – |
2018 Q4
31 quarters
|
|
35
GameSquare
GAME
$34.4M
| – | – |
-1,500
| Closed | -$4.74K | – |
|
|
36
Microvision
MVIS
$42.9M
| – | – |
-2,809
| Closed | -$13.8K | – |
|
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.