MKD WEALTH COACHES, LLC
CIK
1536549
Location
TROY, MI
Portfolio Value
Micro
$2,814,581
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,455
/ 8,605
▲ 86
· as of Mar 2026
Top Industry
Computer Hardware
44.7%
3Y Alpha vs SPY
-0.4%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
14 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.9%
SPY
+76.5%
Annualised alpha
+1.0%
Max drawdown
−29.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.2%
+11.6 pts
Top 5
94.3%
+3.7 pts
Top 10
100.0%
0.0 pts
HHI
2,305
Moderately concentrated+366
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.1% | $1,353,608 |
| Consumer Cyclical | 22.7% | $637,952 |
| Communication Services | 14.7% | $412,725 |
| Unclassified | 14.6% | $410,296 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +45 | 1,095 | $277,900 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 6,554 | $1,075,708 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 428 | $205,683 | |
| No positions match the current search. | ||||
7 positions ·
$2,814,581 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 6,554 | $1,075,708 | 38.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,304 | $479,854 | 17.05% | |
| IAU |
Ishares Gold Trust
|
Held | 4,654 | $410,296 | 14.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,424 | $409,485 | 14.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,095 | $277,900 | 9.87% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 13,700 | $158,098 | 5.62% | |
| GAME |
GameSquare Holdings, Inc.
Communication Services
|
Held | 12,000 | $3,240 | 0.12% |