Mkd Wealth Coaches, LLC Top Holdings and 13F Report (2026) About Mkd Wealth Coaches, LLCInvestment ActivityMkd Wealth Coaches, LLC has $120.91 million in total holdings as of September 30, 2026.Mkd Wealth Coaches, LLC owns shares of 34 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Mkd Wealth Coaches, LLC has purchased 31 new stocks and bought additional shares in 13 stocks.Mkd Wealth Coaches, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $67,875,709iShares Core S&P Mid-Cap ETF $19,048,589iShares Core U.S. Aggregate Bond ETF $7,340,491iShares Russell 1000 ETF $4,170,455iMGP DBi Managed Futures Strategy ETF $3,339,615 Largest New Holdings this Quarter 921908844 - Vanguard Dividend Appreciation ETF $451,222 Holding922908611 - Vanguard Small-Cap Value ETF $429,716 Holding02079K107 - Alphabet $307,007 Holding922908512 - Vanguard Mid-Cap Value ETF $288,016 Holding084670702 - Berkshire Hathaway $231,547 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,804 shares (about $1.38M)iShares Core S&P Mid-Cap ETF 8,909 shares (about $641.00K)Vanguard Dividend Appreciation ETF 1,934 shares (about $451.22K)Vanguard Small-Cap Value ETF 1,860 shares (about $429.72K)Alphabet 901 shares (about $307.01K) Largest Sales this Quarter iShares Gold Trust 1,915 shares (about $149.56K)Fidelity High Dividend ETF 790 shares (about $47.97K)iShares Core 40/60 Moderate Allocation ETF 378 shares (about $18.42K)iShares MSCI EAFE Growth ETF 137 shares (about $16.42K)iShares Core MSCI Emerging Markets ETF 69 shares (about $5.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMkd Wealth Coaches, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$67,875,709$1,381,592 ▲2.1%88,62856.1%ETFIJHiShares Core S&P Mid-Cap ETF$19,048,589$641,002 ▲3.5%264,74815.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,340,491$183,597 ▲2.6%77,6446.1%ETFIWBiShares Russell 1000 ETF$4,170,4550.0%10,0223.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$3,339,615$64,832 ▲2.0%102,6632.8%ETFMUBiShares National Muni Bond ETF$2,277,943$30,228 ▲1.3%22,5321.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,181,310$5,600 ▼-0.3%26,8771.8%ETFEFGiShares MSCI EAFE Growth ETF$2,070,524$16,417 ▼-0.8%17,2791.7%ETFIJRiShares Core S&P Small-Cap ETF$1,980,702$39,723 ▲2.0%14,5601.6%ETFVEAVanguard FTSE Developed Markets ETF$1,455,201$216,773 ▲17.5%20,6091.2%ETFEFAiShares MSCI EAFE ETF$700,9320.0%6,7470.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$658,816$20,151 ▲3.2%8,5330.5%ETFBUFBInnovator Laddered Allocation Buffer ETF$634,0540.0%15,7400.5%ETFGOOGLAlphabet$583,904$102,192 ▲21.2%1,6970.5%Communication ServicesAMZNAmazon.com$568,5600.0%2,2820.5%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$564,3540.0%3,3940.5%ETFVIGVanguard Dividend Appreciation ETF$451,222$451,222 ▲New Holding1,9340.4%ETFAAPLApple$443,963$52,956 ▲13.5%1,3330.4%TechnologyVBRVanguard Small-Cap Value ETF$429,716$429,716 ▲New Holding1,8600.4%ETFVTVVanguard Value ETF$392,1850.0%1,8150.3%ETFVUGVanguard Growth ETF$380,6250.0%4,2240.3%ETFSCHXSchwab US Large-Cap ETF$356,556$5,760 ▲1.6%11,8850.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$351,999$8,597 ▲2.5%15,9280.3%ETFGOOGAlphabet$307,007$307,007 ▲New Holding9010.3%Communication ServicesVOEVanguard Mid-Cap Value ETF$288,016$288,016 ▲New Holding1,4730.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$279,770$18,424 ▼-6.2%5,7400.2%ETFSPYSPDR S&P 500 ETF Trust$263,1070.0%3450.2%ETFSCHDSchwab US Dividend Equity ETF$236,2090.0%7,2610.2%ETFFDVVFidelity High Dividend ETF$232,517$47,973 ▼-17.1%3,8290.2%ETFBRK.BBerkshire Hathaway$231,547$231,547 ▲New Holding4650.2%FinanceSCHFSchwab International Equity ETF$220,188$4,313 ▲2.0%8,0160.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$217,6590.0%4280.2%ETFIAUiShares Gold Trust$213,916$149,562 ▼-41.1%2,7390.2%ETFFFord Motor$165,2220.0%13,7000.1%Consumer DiscretionaryMVISMicrovision$0$13,778 ▼-100.0%00.0%TechnologyGAMESQUARE HLDGS INC$0$4,740 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
