MKD WEALTH COACHES, LLC

CIK

1536549

Location

TROY, MI

Portfolio Value

Micro $2,425,631

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,538 / 8,650 ▼ 33

Top Industry

Internet Retail 34.1%

3Y Alpha vs SPY

+6.9%

Period ended 56 days ago

Filed Jul 14, 2026 · 42d

15 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+110.0%

SPY

+73.5%

Annualised alpha

+7.9%

Max drawdown

−27.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.4%

−15.8 pts

Top 5

82.2%

−12.1 pts

Top 10

100.0%

0.0 pts

HHI

1,594

Moderately concentrated−711

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.3%	$832,640	3
Consumer Cyclical	30.3%	$734,321	2
Communication Services	20.8%	$505,058	2
Technology	14.6%	$353,612	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	+79	1,174	$339,708
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−24	1,400	$500,318
AMZN	Amazon Com Inc	−22	2,282	$543,891
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	345	$257,635
DIA	Spdr Dow Jones Industrial Average ETF Trust	428	$223,582
MVIS	Microvision, Inc.	42,136	$13,904
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DELL	Dell Technologies Inc.	6,554	$1,075,708
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 tracked positions · $2,425,631 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,282	-22	$543,891	+13.3%	22.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,400	-24	$500,318	+22.2%	20.63%
IAU	Ishares Gold Trust	Held	4,654	0	$351,423	−14.3%	14.49%
AAPL	Apple Inc. Technology	Added	1,174	+79	$339,708	+22.2%	14.00%
SPY	Spdr S&P 500 ETF Trust	NEW	345	NEW	$257,635	NEW	10.62%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	428	NEW	$223,582	NEW	9.22%
F	Ford Motor Co Consumer Cyclical	Held	13,700	0	$190,430	+20.5%	7.85%
MVIS	Microvision, Inc. Technology	NEW	42,136	NEW	$13,904	NEW	0.57%
GAME	GameSquare Holdings, Inc. Communication Services	Held	12,000	0	$4,740	+46.3%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.