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MWC

MKD Wealth Coaches Portfolio holdings

AUM $117M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
+6.72%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
+$5.53M
Cap. Flow
-$734K
Cap. Flow %
-0.73%
Top 10 Hldgs %
94.05%
Holding
26
New
1
Increased
11
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$245K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.4K
3
AMZN icon
Amazon
AMZN
+$63.4K
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$40.8K
5
F icon
Ford
F
+$31.1K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$879K
2
IWB icon
iShares Russell 1000 ETF
IWB
+$251K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$69K
4
IAU icon
iShares Gold Trust
IAU
+$29.4K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$25.7K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.76%
2 Communication Services 0.43%
3 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GAME icon
26
GameSquare
GAME
$36.8M
$8.15K 0.01%
+12,000
New +$11.8K
1
2

Similar funds

JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $117M AUM 5.24% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
ACMH
Andar Capital Management (HK) Hong Kong $117M AUM 325.37% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $117M AUM 15.55% 1-Year Est. Return
LHEI
Leo H. Evart Inc Redwood City, California $117M AUM
VFO
Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM

MKD Wealth Coaches's Q3 2025 Portfolio in Review

As of Q3 2025, MKD Wealth Coaches held 26 positions worth $100M, up 5.8% from $94.8M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.8%. MKD Wealth Coaches opened 1 new position and made no exits, leaving the 26-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.76% of assets, up from 0.68% a quarter earlier, followed by Communication Services and Technology.

  • MKD Wealth Coaches's largest Q3 2025 buy was GameSquare: 12,000 shares worth $8.15K.
  • MKD Wealth Coaches added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $245K increase.
  • MKD Wealth Coaches's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $879K.
  • MKD Wealth Coaches's ten largest holdings make up 94% of its $100M portfolio in Q3 2025.
  • MKD Wealth Coaches opened 1 new position and closed 0 in Q3 2025.
  • MKD Wealth Coaches's portfolio value rose 5.8% quarter-over-quarter to $100M.

Based on MKD Wealth Coaches's 13F filing for Q3 2025, filed 7 Oct 2025.