MKD WEALTH COACHES, LLC

Q1 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$101,621
Net value change ($000)
+1,608 (1.6%)
New positions
2
Sold out positions
1
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 1,632 10.8%
DELL 1,076 NEW
DBMF 310 12.0%
SCHD 223 NEW
AGG 126 1.7%
IAU 32 8.5%
MUB 18 0.8%
VTV 11 2.7%
SCHWAB STRATEGIC TRUST 8 3.9%
EFA 7 1.1%
Top Reduces (Value $000, Stocks/ETFs)
IVV -365 -0.7%
IEMG -294 -13.4%
DIA -206 -100.0%
IWB -201 -5.3%
IJR -166 -10.0%
GOOGL -136 -25.0%
EFG -129 -6.2%
AMZN -111 -18.8%
VUG -73 -10.5%
F -57 -26.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type