§ 13F · FUND PROFILE
MKD WEALTH COACHES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $100M (13F)Positions · 26Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 85K | $55M | 54.6% | +4% |
| 2 | IJH | ISHARES TR | 249K | $17M | 16.5% | +8% |
| 3 | AGG | ISHARES TR | 75K | $7M | 7.3% | +2% |
| 4 | IWB | ISHARES TR | 10K | $4M | 3.5% | −1% |
| 5 | DBMF | LITMAN GREGORY FDS TR | 96K | $3M | 2.8% | +4% |
| 6 | MUB | ISHARES TR | 22K | $2M | 2.3% | +2% |
| 7 | EFG | ISHARES TR | 17K | $2M | 1.9% | −4% |
| 8 | IEMG | ISHARES INC | 27K | $2M | 1.9% | −17% |
| 9 | IJR | ISHARES TR | 12K | $1M | 1.5% | −13% |
| 10 | DELL | DELL TECHNOLOGIES INC | 7K | $1M | 1.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MKD SIGNAL
AC read
MKD WEALTH COACHES, LLC is a Other fund managing $100 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed