MKD WEALTH COACHES, LLC
CIK: 1536549SEC EDGAR →
Portfolio Value
$37.2B
Holdings
34
As of
Q3 2026
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 264,748 | $19.0B | 51.23% |
| 2 | ISHARES TR | 77,644 | $7.3B | 19.74% |
| 3 | IM GLOBAL PARTNER FUNDS | 102,663 | $3.3B | 8.98% |
| 4 | ISHARES INC | 26,877 | $2.2B | 5.87% |
| 5 | VANGUARD TAX-MANAGED FDS | 20,609 | $1.5B | 3.91% |
| 6 | ISHARES TR | 8,533 | $658.8M | 1.77% |
| 7 | INNOVATOR ETFS TRUST | 15,740 | $634.1M | 1.71% |
| 8 | VANGUARD INDEX FDS | 4,224 | $380.6M | 1.02% |
| 9 | SCHWAB STRATEGIC TR | 11,885 | $356.6M | 0.96% |
| 10 | SCHWAB STRATEGIC TR | 15,928 | $352.0M | 0.95% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $36.8B | 99.0% |
| Unknown | 2 | $214.1M | 0.6% |
| Consumer Cyclical | 2 | $165.8M | 0.4% |
| Communication Services | 2 | $891K | 0.0% |
| Technology | 1 | $444K | 0.0% |