MKD Wealth Coaches, LLC 13F Portfolio

CIK 1536549 Filing since Q4 2018 Q3 2026 filed Oct 8, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 8, 2026.

Portfolio Snapshot

7 positions · Q3 2026

MKD Wealth Coaches, LLC reported 7 positions worth $2.51M for the quarter ended Sep 30, 2026, up 29.3% on the prior quarter. It opened 2 new positions, added to 2, trimmed 1 and exited 2. Its largest holding is Alphabet Inc. at 23.2% of the portfolio.

Portfolio Value
$2.51M
+29.3% QoQ · +34.5% YoY
Positions
7
2 new · 2 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
GOOGL 23.2%
Alphabet Inc.
Net Buying
+$525.62K
$693.70K bought · $168.08K sold
Turnover
7.5%
of the portfolio traded
Top Sector
Technology
53.1% of value
Track Record
20
quarters on file since Q4 2018

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

4 sectors
53.1%
Technology
Technology53.1%
Consumer Discretionary29.19%
Financial Services9.21%
Other8.51%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryFinancial ServicesOtherIndustrialsUtilitiesBasic MaterialsConsumer StaplesHealthcareCommunication ServicesEnergyReal Estate

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GOOG Alphabet Inc. +901 – $307.01K 12.21%
BRK-B Berkshire Hathaway Inc +465 – $231.55K 9.21%
GOOGL Alphabet Inc. +297 +21.2% $102.19K 23.22%
AAPL Apple Inc. +159 +13.5% $52.96K 17.66%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
IAU Ishares Gold Trust -1,915 -41.1% $149.56K 8.51%
MVIS Microvision, Inc. -2,809 -100.0% $13.78K Exited
GAME GameSquare Holdings, Inc. -1,500 -100.0% $4.74K Exited

New Positions

Q3 2026
Holding Shares Trade Value Weight
GOOG Alphabet Inc. +901 $307.01K 12.21%
BRK-B Berkshire Hathaway Inc +465 $231.55K 9.21%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
MVIS Microvision, Inc. -2,809 $13.78K 0.709%
GAME GameSquare Holdings, Inc. -1,500 $4.74K 0.244%
Holdings · Q3 2026

7 Positions

As ofSep 30, 2026
Value$2.51M
Top 10100%
Avg position$359.16K
# Activity
Showing all 7 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Mkd Wealth Coaches.

About MKD Wealth Coaches, LLC’s 13F Portfolio

What are MKD Wealth Coaches, LLC’s largest holdings?

As of its Q3 2026 13F filing, MKD Wealth Coaches, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 23.2%, Amazon Com Inc (AMZN) at 22.6%, Apple Inc. (AAPL) at 17.7%, Alphabet Inc. (GOOG) at 12.2%, Berkshire Hathaway Inc (BRK-B) at 9.2% of the reported portfolio.

How much is MKD Wealth Coaches, LLC’s portfolio worth?

MKD Wealth Coaches, LLC reported a 13F portfolio worth $2.51M across 7 positions for Q3 2026. That is up 29.3% from the previous quarter.

What did MKD Wealth Coaches, LLC buy in Q3 2026?

Its largest purchases by value were Alphabet Inc. ($307.01K), Berkshire Hathaway Inc ($231.55K), Alphabet Inc. ($102.19K). It opened 2 new positions.

What did MKD Wealth Coaches, LLC sell in Q3 2026?

Its largest sales by value were Ishares Gold Trust ($149.56K), Microvision, Inc. ($13.78K), GameSquare Holdings, Inc. ($4.74K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports MKD Wealth Coaches, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.