account_balance

Investment manager · 13F filer · SEC CIK 1536549

MKD Wealth Coaches, LLC

Reported value$121Mas of Sep 30, 2026
Positions34 5 new, 2 sold out
Top 10 weight92.4%IVV alone is 56%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 56.1% Added +2%
IJH iShares Tr 15.8% Added +3%
AGG iShares Tr 6.1% Added +3%
IWB iShares Tr 3.4% Held
DBMF Im Global Partner Funds 2.8% Held
MUB iShares Tr 1.9% Held
IEMG iShares Inc 1.8% Held
EFG iShares Tr 1.7% Held
IJR iShares Tr 1.6% Added +2%
VEA Vanguard Tax-Managed FDS 1.2% Added +18%
EFA iShares Tr 0.6% Held
HYG iShares Tr 0.5% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • VIG $451K
  • VBR $430K
  • GOOG $307K
  • VOE $288K
arrow_upwardAdded
arrow_downwardTrimmed
  • AOM −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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