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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
+12.77%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$15.4M
Cap. Flow
+$2.71M
Cap. Flow %
2.31%
Top 10 Hldgs %
93.63%
Holding
32
New
4
Increased
11
Reduced
8
Closed
1

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$519K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$315K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$250K

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$1.08M
2
VUG icon
Vanguard Growth ETF
VUG
+$364K
3
VTV icon
Vanguard Value ETF
VTV
+$66K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.2K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$22.3K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.63%
2 Communication Services 0.43%
3 Technology 0.3%

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MKD Wealth Coaches's Q2 2026 Portfolio in Review

As of Q2 2026, MKD Wealth Coaches held 32 positions worth $117M, up 15% from $102M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

MKD Wealth Coaches's Q2 2026 filing shows 4 new, 11 increased, 8 reduced and 1 closed positions. Its largest new stake was Vanguard FTSE Developed Markets ETF: 17,539 shares worth $1.25M. The largest sale was Dell, an estimated $1.08M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.63% of assets, down from 0.63% a quarter earlier, followed by Communication Services and Technology.

  • MKD Wealth Coaches's largest Q2 2026 buy was Vanguard FTSE Developed Markets ETF: 17,539 shares worth $1.25M.
  • MKD Wealth Coaches added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $1.37M increase.
  • MKD Wealth Coaches's biggest Q2 2026 reduction was Vanguard Growth ETF, cutting an estimated $364K.
  • MKD Wealth Coaches fully exited Dell in Q2 2026, selling an estimated $1.08M.
  • MKD Wealth Coaches's ten largest holdings make up 94% of its $117M portfolio in Q2 2026.
  • MKD Wealth Coaches opened 4 new positions and closed 1 in Q2 2026.
  • MKD Wealth Coaches's portfolio value rose 15% quarter-over-quarter to $117M.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.