MKD WEALTH COACHES, LLC

Q3 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$120,913
Net value change ($000)
+3,869 (3.3%)
New positions
5
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,855 4.4%
VIG 451 NEW
VBR 430 NEW
GOOGL 307 NEW
VOE 288 NEW
DBMF 259 8.4%
BRK-B 232 NEW
VEA 205 16.4%
AAPL 104 30.6%
GOOGL 84 16.8%
Top Reduces (Value $000, Stocks/ETFs)
IJH -679 -3.4%
AGG -153 -2.0%
IAU -137 -39.0%
IJR -135 -6.4%
MUB -115 -4.8%
EFG -96 -4.4%
IEMG -51 -2.3%
FDVV -45 -16.2%
AOM -25 -8.2%
F -25 -13.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type