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MKD Wealth Coaches Portfolio holdings

AUM $117M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
+2.03%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
-$359K
Cap. Flow
-$2.34M
Cap. Flow %
-2.34%
Top 10 Hldgs %
93.6%
Holding
27
New
1
Increased
8
Reduced
10
Closed
–

Top Buys

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$204K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.7K
3
MUB icon
iShares National Muni Bond ETF
MUB
+$15.2K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.5K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$9.53K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$230K
3
AAPL icon
Apple
AAPL
+$81.1K
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$59.6K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$56.6K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.81%
2 Communication Services 0.55%
3 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
26
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$206K 0.21%
428
-66
-13% -$31.2K
GAME icon
27
GameSquare
GAME
$36.8M
$4.62K ﹤0.01%
12,000
– –
1
2

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ACMH
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LHEI
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MKD Wealth Coaches's Q4 2025 Portfolio in Review

As of Q4 2025, MKD Wealth Coaches held 27 positions worth $100M, down 0.36% from $100M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 3.7%. MKD Wealth Coaches opened 1 new position and made no exits, leaving the 27-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.81% of assets, up from 0.76% a quarter earlier, followed by Communication Services and Technology.

  • MKD Wealth Coaches's largest Q4 2025 buy was Schwab International Equity ETF: 8,590 shares worth $207K.
  • MKD Wealth Coaches added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $45.7K increase.
  • MKD Wealth Coaches's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $2.18M.
  • MKD Wealth Coaches's ten largest holdings make up 94% of its $100M portfolio in Q4 2025.
  • MKD Wealth Coaches opened 1 new position and closed 0 in Q4 2025.
  • MKD Wealth Coaches's portfolio value fell 0.36% quarter-over-quarter to $100M.

Based on MKD Wealth Coaches's 13F filing for Q4 2025, filed 12 Jan 2026.