MKD WEALTH COACHES, LLC

CIK

1536549

Location

TROY, MI

Portfolio Value

Micro $11,762,967

Diversification

Diversified

Filing Date

Global Rank

#7,984 / 8,811 ▲ 727 · as of Jun 2026

Top Industry

Internet Content & Information 38.7%

Period ended 21 days ago

Filed Oct 9, 2026 · 12d

16 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.2% of the book (60%+)

Turnover

Low turnover

11.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 96.6%; sector active share 89.3% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

34 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.4%

−63.4 pts

Top 5

70.9%

−26.3 pts

Top 10

91.0%

−8.2 pts

HHI

1,378

Diversified−7,065

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.4%	$9,462,815	28
Communication Services	7.6%	$890,909	2
Consumer Cyclical	6.2%	$733,782	2
Technology	3.8%	$443,915	1
Financial Services	2.0%	$231,546	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	+8,909	264,748	$0
VEA	Vanguard FTSE Developed Markets ETF	+3,070	20,609	$1,455,201
DBMF	iMGP DBI Managed Futures Strategy ETF	+1,993	102,663	$3,339,627
AGG	iShares Core U.S. Aggregate Bond ETF	+1,942	77,644	$0
IVV	iShares Core S&P 500 ETF	+1,804	88,628	$0
SCHZ	Schwab U.S. Aggregate Bond ETF	+389	15,928	$352,008
MUB	iShares National Muni Bond ETF	+299	22,532	$0
GOOGL	Alphabet Inc.	+297	1,697	$583,903
IJR	iShares Core S&P Small-Cap ETF	+292	14,560	$0
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+261	8,533	$0
SCHX	Schwab U.S. Large-Cap ETF	+192	11,885	$356,550
AAPL	Apple Inc.	+159	1,333	$443,915
SCHF	Schwab International Equity ETF	+157	8,016	$220,199
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−1,915	2,739	$213,915
FDVV	Fidelity High Dividend ETF	−790	3,829	$232,535
AOM	iShares Core 40/60 Moderate Allocation ETF	−378	5,740	$0
EFG	iShares MSCI EAFE Growth ETF	−137	17,279	$0
IEMG	iShares Trust	−69	26,877	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VIG	Vanguard Specialized Funds	1,934	$451,221
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	1,860	$429,715
GOOG	Alphabet Inc.	901	$307,006
VOE	VANGUARD MID-CAP VALUE INDEX FUND	1,473	$288,015
BRK-B	Berkshire Hathaway Inc	465	$231,546
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MVIS	Microvision, Inc.	42,136	$13,904
GAME	GameSquare Holdings, Inc.	12,000	$4,740
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $11,762,967 total · filing declares 34 positions · $120,912,583 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DBMF	iMGP DBI Managed Futures Strategy ETF	Added	102,663	+1,993	$3,339,627	+8.4%	28.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	20,609	+3,070	$1,455,201	+16.4%	12.37%
BUFB		Held	15,740	0	$634,054	+2.5%	5.39%
GOOGL	Alphabet Inc. Communication Services	Added	1,697	+297	$583,903	+16.7%	4.96%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,282	0	$568,560	+4.5%	4.83%
VIG	Vanguard Specialized Funds	NEW	1,934	NEW	$451,221	NEW	3.84%
AAPL	Apple Inc. Technology	Added	1,333	+159	$443,915	+30.7%	3.77%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	NEW	1,860	NEW	$429,715	NEW	3.65%
VTV	VANGUARD VALUE INDEX FUND	Held	1,815	0	$392,185	−0.8%	3.33%
VUG	VANGUARD GROWTH INDEX FUND	Held	4,224	0	$380,624	+4.6%	3.24%
SCHX	Schwab U.S. Large-Cap ETF	Added	11,885	+192	$356,550	+3.6%	3.03%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	15,928	+389	$352,008	−2.1%	2.99%
GOOG	Alphabet Inc. Communication Services	NEW	901	NEW	$307,006	NEW	2.61%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	NEW	1,473	NEW	$288,015	NEW	2.45%
SPY	Spdr S&P 500 ETF Trust	Held	345	0	$263,107	+2.1%	2.24%
SCHD	Schwab U.S. Dividend Equity ETF	Held	7,261	0	$236,200	+2.6%	2.01%
FDVV	Fidelity High Dividend ETF	Reduced	3,829	-790	$232,535	−16.5%	1.98%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	465	NEW	$231,546	NEW	1.97%
SCHF	Schwab International Equity ETF	Added	8,016	+157	$220,199	+1.2%	1.87%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	428	0	$217,659	−2.6%	1.85%
IAU	Ishares Gold Trust	Reduced	2,739	-1,915	$213,915	−39.1%	1.82%
F	Ford Motor Co Consumer Cyclical	Held	13,700	0	$165,222	−13.2%	1.40%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	77,644	+1,942	$0	−100.0%	0.00%
AOM	iShares Core 40/60 Moderate Allocation ETF	Reduced	5,740	-378	$0	−100.0%	0.00%
EFA	iShares MSCI EAFE ETF	Held	6,747	0	$0	−100.0%	0.00%
EFG	iShares MSCI EAFE Growth ETF	Reduced	17,279	-137	$0	−100.0%	0.00%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	8,533	+261	$0	−100.0%	0.00%
IEMG	iShares Trust	Reduced	26,877	-69	$0	−100.0%	0.00%
IJH	iShares Core S&P Mid-Cap ETF	Added	264,748	+8,909	$0	−100.0%	0.00%
IJR	iShares Core S&P Small-Cap ETF	Added	14,560	+292	$0	−100.0%	0.00%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	3,394	0	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Added	88,628	+1,804	$0	−100.0%	0.00%
IWB	iShares Russell 1000 ETF	Held	10,022	0	$0	−100.0%	0.00%
MUB	iShares National Muni Bond ETF	Added	22,532	+299	$0	−100.0%	0.00%

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.