MKD Wealth Coaches, LLC holds a concentrated book of 31 stocks worth $117.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2022 would be +61% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 17.7 points over this window.
Growth of $10,000 cloning MKD Wealth Coaches, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: 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
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, no cost basis
Other tracked managers holding the same core names as MKD Wealth Coaches, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 32 / 31 | $71.2B |
| LPL Financial LLC | 32 / 31 | $50.0B |
| OSAIC HOLDINGS, INC. | 32 / 31 | $9.0B |
| MORGAN STANLEY | 31 / 31 | $225.8B |
| JPMORGAN CHASE & CO | 31 / 31 | $169.4B |
| ROYAL BANK OF CANADA | 31 / 31 | $65.3B |
| UBS Group AG | 31 / 31 | $58.5B |
| RAYMOND JAMES FINANCIAL INC | 31 / 31 | $43.4B |
Ranked by how many of MKD Wealth Coaches, LLC's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▲New New position | |
| 31 | Gamesquare Hldgs Inc COM | $5K | 12.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 31 | $117.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 28 | $101.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 27 | $100.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 26 | $100.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 25 | $94.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 25 | $88.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 29 | $98.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 24, 2022 | 34 | $73.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.