DOSSIER · 13F-HR · Q2 2026
MKD WEALTH COACHES, LLC
$117M in tracked AUM across 31 positions as of Q2 2026.
MW
CIK 0001536549 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: MKD Wealth Coaches, LLC
1. Portfolio Overview
MKD Wealth Coaches, LLC reported a significant transformation in its portfolio structure for the period ending December 31, 2025. The total portfolio value surged dramatically by 1,567.5%, growing from $6.00M in the previous quarter to $100.01M. This massive increase in assets under management (AUM) suggests a substantial capital inflow, likely from a large client acquisition or a consolida...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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