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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
-1.92%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$1.61M
Cap. Flow
+$3.92M
Cap. Flow %
3.86%
Top 10 Hldgs %
93.42%
Holding
29
New
2
Increased
10
Reduced
9
Closed
1

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.32M
3
DELL icon
Dell
DELL
+$873K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$220K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$172K

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$390K
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228K
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$99.6K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$87.3K

Sector Composition

Rank Sector Weight
1 Technology 1.33%
2 Consumer Discretionary 0.63%
3 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$65.6B
$215K 0.21%
8,688
+98
+1% +$2.49K
F icon
27
Ford
F
$57.3B
$158K 0.16%
13,700
-2,700
-16% -$35.6K
GAME icon
28
GameSquare
GAME
$36.8M
$3.24K ﹤0.01%
12,000
– –
DIA icon
29
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
– –
-428
Closed -$206K
1
2

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ACMH
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BCM
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LHEI
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MKD Wealth Coaches's Q1 2026 Portfolio in Review

As of Q1 2026, MKD Wealth Coaches held 29 positions worth $102M, up 1.6% from $100M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

MKD Wealth Coaches deployed $3.92M of net new capital in Q1 2026, opening 2 new positions and adding to 10 existing holdings. Its largest new stake was Dell: 6,554 shares worth $1.08M.

By sector, the portfolio is most concentrated in Technology at 1.3% of assets, up from 0.29% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $390K trimmed.

  • MKD Wealth Coaches's largest Q1 2026 buy was Dell: 6,554 shares worth $1.08M.
  • MKD Wealth Coaches added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $2.32M increase.
  • MKD Wealth Coaches's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $390K.
  • MKD Wealth Coaches fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026, selling an estimated $206K.
  • MKD Wealth Coaches's ten largest holdings make up 93% of its $102M portfolio in Q1 2026.
  • MKD Wealth Coaches opened 2 new positions and closed 1 in Q1 2026.
  • MKD Wealth Coaches's portfolio value rose 1.6% quarter-over-quarter to $102M.

Based on MKD Wealth Coaches's 13F filing for Q1 2026, filed 13 Apr 2026.