MKD Wealth Coaches, LLC holds a concentrated book of 31 reported positions worth $117.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed Ishares Core Msci Emerging. Their largest long position is Ishares Core S&P 500 ETF at 56% of the reported non-option book.
MKD Wealth Coaches, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Excluding Ishares Core S&P 500 ETF (56% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MKD Wealth Coaches, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 6 / 31 | $1.0B |
| Ramsey Quantitative Systems | 3 / 31 | $97.7M |
| Vestwell Advisors, LLC | 7 / 31 | $323.2M |
| Hoffman, Alan N Investment Management | 4 / 31 | $128.0M |
| 9823 Capital, L.P. | 3 / 31 | $111.2M |
| III Capital Management | 3 / 31 | $283.7M |
| Planning Alternatives Ltd | 16 / 31 | $649.3M |
| Shulman DeMeo Asset Management LLC | 8 / 31 | $372.4M |
Ranked by the share of each fund's own book sitting in the names it shares with MKD Wealth Coaches, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $65.0M | 86.8K | 55.6% | ▲+2.2% Added · +2K sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $19.7M | 255.8K | 16.9% | ▲+2.8% Added · +7K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $7.5M | 75.7K | 6.4% | ▲+0.7% Added · +556 sh | |
| 4 | Ishares TR RUS 1000 ETF | $4.1M | 10.0K | 3.5% | —Held | |
| 5 | Litman Gregory FDS TR IMGP DBI MAN ETF | $3.1M | 100.7K | 2.6% | ▲+5.0% Added · +5K sh | |
| 6 | Ishares TR NATIONAL MUN ETF | $2.4M | 22.2K | 2.0% | ▲+1.9% Added · +425 sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $2.2M | 26.9K | 1.9% | ▼−1.1% Reduced · −303 sh | |
| 8 | Ishares TR EAFE GRWTH ETF | $2.2M | 17.4K | 1.9% | ▼−0.1% Reduced · −18 sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $2.1M | 14.3K | 1.8% | ▲+19% Added · +2K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 17.5K | 1.1% | ▲New New position | |
| 11 | Ishares TR MSCI EAFE ETF | $701K | 6.7K | 0.6% | —Held | |
| 12 | Ishares TR IBOXX HI YD ETF | $662K | 8.3K | 0.6% | ▲+2.6% Added · +210 sh | |
| 13 | Innovator Etfs Trust LADDERED ALC BFR | $619K | 15.7K | 0.5% | —Held | |
| 14 | Ishares TR CORE S&P TTL STK | $558K | 3.4K | 0.5% | —Held | |
| 15 | Amazon Com Inc COM | $544K | 2.3K | 0.5% | ▼−0.9% Reduced · −22 sh | |
| 16 | Alphabet Inc CAP STK CL A | $500K | 1.4K | 0.4% | ▼−1.7% Reduced · −24 sh | |
| 17 | Vanguard Index FDS VALUE ETF | $396K | 1.8K | 0.3% | ▼−15% Reduced · −316 sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $364K | 4.2K | 0.3% | ▲+196% Added · +3K sh | |
| 19 | Schwab Strategic TR US AGGREGATE B | $359K | 15.5K | 0.3% | ▲+22% Added · +3K sh | |
| 20 | Ishares Gold TR ISHARES NEW | $351K | 4.7K | 0.3% | —Held | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $344K | 11.7K | 0.3% | ▼−3.3% Reduced · −405 sh | |
| 22 | Apple Inc COM | $340K | 1.2K | 0.3% | ▲+7.2% Added · +79 sh | |
| 23 | Ishares TR CORE 40 MODE ETF | $305K | 6.1K | 0.3% | ▲+7.7% Added · +435 sh | |
| 24 | Fidelity Covington Trust HIGH DIVID ETF | $278K | 4.6K | 0.2% | ▲+0.8% Added · +39 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $258K | 345 | 0.2% | ▲New New position | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $230K | 7.3K | 0.2% | —Held | |
| 27 | State STR SPDR Dow Jones Ind UT SER 1 | $224K | 428 | 0.2% | ▲New New position | |
| 28 | Schwab Strategic TR INTL EQTY ETF | $218K | 7.9K | 0.2% | ▼−9.5% Reduced · −829 sh | |
| 29 | Ford MTR Co COM | $190K | 13.7K | 0.2% | —Held | |
| 30 | Microvision Inc Del COM NEW | $14K | 42.1K | <0.1% | ▲New New position | |
| 31 | Gamesquare Hldgs Inc COM | $5K | 12.0K | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536549/holdings"
Use Arkolith to show MKD WEALTH COACHES, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 31 | $117.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 28 | $101.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 27 | $100.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 26 | $100.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 25 | $94.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 25 | $88.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 29 | $98.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 24, 2022 | 24d | 34 | $73.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.