MKD WEALTH COACHES, LLC

Q2 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$117,044
Net value change ($000)
+15,423 (15.2%)
New positions
4
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 9,534 17.2%
IJH 2,929 17.4%
VEA 1,250 NEW
IJR 628 42.2%
IWB 531 14.9%
IEMG 331 17.4%
SPY 258 NEW
EFG 225 11.6%
DIA 224 NEW
DBMF 192 6.6%
Top Reduces (Value $000, Stocks/ETFs)
DELL -1,076 -100.0%
VUG -258 -41.5%
IAU -59 -14.4%
VTV -22 -5.3%
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