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Mkd Wealth Coaches, LLC Portfolio
$120.9M across 34 positions as of 2026-09-30, with 92% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.1%
-1.3% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 20
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.5% | -4.6% |
| Dec 31, 2021 to Mar 31, 2022 | -5.4% | -4.9% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $67.9M | 56.1% | 88,628 |
| IJHiShares Core S&P Mid-Cap ETF | $19M | 15.8% | 264,748 |
| AGGiShares Core U.S. Aggregate Bond ETF | $7.3M | 6.1% | 77,644 |
| IWBiShares Russell 1000 ETF | $4.2M | 3.4% | 10,022 |
| IM GLOBAL PARTNER FUNDS | $3.3M | 2.8% | 102,663 |
| MUBiShares National Muni Bond ETF | $2.3M | 1.9% | 22,532 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.2M | 1.8% | 26,877 |
| EFGiShares MSCI EAFE Growth ETF | $2.1M | 1.7% | 17,279 |
| IJRiShares Core S&P Small-Cap ETF | $2M | 1.6% | 14,560 |
| VEAVanguard FTSE Developed Markets ETF | $1.5M | 1.2% | 20,609 |
| EFAiShares MSCI EAFE ETF | $700.9K | 0.6% | 6,747 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $658.8K | 0.5% | 8,533 |
| INNOVATOR ETFS TRUST | $634.1K | 0.5% | 15,740 |
| GOOGLAlphabet Inc | $583.9K | 0.5% | 1,697 |
| AMZNAmazon.com Inc | $568.6K | 0.5% | 2,282 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $564.4K | 0.5% | 3,394 |
| VIGVanguard Div Appreciation ETF | $451.2K | 0.4% | 1,934 |
| AAPLApple Inc | $444K | 0.4% | 1,333 |
| VBRVanguard Small-Cap Value ETF | $429.7K | 0.4% | 1,860 |
| VTVVanguard Value ETF | $392.2K | 0.3% | 1,815 |
| VUGVanguard Growth ETF | $380.6K | 0.3% | 4,224 |
| SCHXSchwab U.S. Large-Cap ETF | $356.6K | 0.3% | 11,885 |
| SCHZSchwab US Aggregate Bond ETF | $352K | 0.3% | 15,928 |
| GOOGAlphabet Inc | $307K | 0.3% | 901 |
| VOEVanguard Mid-Cap Value ETF | $288K | 0.2% | 1,473 |
| ISHARES TR | $279.8K | 0.2% | 5,740 |
| SPYState Street SPDR S&P 500 ETF Trust | $263.1K | 0.2% | 345 |
| SCHDSchwab US Dividend Equity ETF | $236.2K | 0.2% | 7,261 |
| FIDELITY COVINGTON TRUST | $232.5K | 0.2% | 3,829 |
| BRK.BBerkshire Hathaway Inc | $231.5K | 0.2% | 465 |
| SCHFSchwab International Equity ETF | $220.2K | 0.2% | 8,016 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $217.7K | 0.2% | 428 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $213.9K | 0.2% | 2,739 |
| FFord Motor Co | $165.2K | 0.1% | 13,700 |
Quarter ending 2026-09-30.
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