13F Insight
DOSSIER · 13F-HR · Q3 2026

MKD WEALTH COACHES, LLC

$121M in tracked AUM across 34 positions as of Q3 2026.

MW
CIK 0001536549 · last filed Sep 30, 2026
Total AUM
$121M
as of Q3 2026
Holdings
34
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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...

The portfolio consists of 27 holdings, reflecting a focused yet diversified approach. The strategy is heavily ETF-centric, with ETFs accounting for approximately 97.2% of the total portfolio value ($97.16M). This indicates a preference for liquidity, broad market exposure, and cost efficiency rather than active single-stock selection. The turnover for this quarter was exceptionally high, characterized by a complete overhaul of the portfolio's composition.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$68M89K56.1%02
IJH
ISHARES TR
$19M265K15.8%03
AGG
ISHARES TR
$7M78K6.1%04
IWB
ISHARES TR
$4M10K3.4%05
DBMF
IM GLOBAL PARTNER FUNDS
$3M103K2.8%06
MUB
ISHARES TR
$2M23K1.9%07
IEMG
ISHARES INC
$2M27K1.8%08
EFG
ISHARES TR
$2M17K1.7%09
IJR
ISHARES TR
$2M15K1.6%10
VEA
VANGUARD TAX-MANAGED FDS
$1M21K1.2%

Filing history

2026Q3Sep 30
$121M▲ 3.3%
34 positionsView →2026Q2Jun 30
$117M▲ 15.2%
31 positionsView →2026Q1Mar 31
$102M▲ 1.6%
28 positionsView →2025Q4Dec 31
$100M▼ 0.4%
27 positionsView →2025Q3Sep 30
$100M▲ 5.8%
26 positionsLocked2025Q2Jun 30
$95M▲ 1759.2%
25 positionsLocked2025Q1Mar 31
$5M▼ 94.8%
5 positionsLocked2024Q4Dec 31
$99M▲ 35.2%
29 positionsLocked2021Q4Dec 31
$73M▲ 15.0%
34 positionsLocked2021Q3Sep 30
$64M▲ 1.6%
25 positionsLocked2021Q2Jun 30
$63M▲ 6.7%
22 positionsLocked2021Q1Mar 31
$59M▼ 6.1%
22 positionsLocked
Showing 12 of 21