Mkd Wealth Coaches
Mkd Wealth Coaches reported 34 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (56.1%), IJH (15.8%) and AGG (6.1%). Compared with Q2 2026, the fund opened new positions in VIG, VBR and GOOG, added to IVV, IJH and AGG, trimmed IEMG, EFG and AOM and sold out of MVIS and GAME.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $67.9M | 56.1% | 89K | +1,804 (+2%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $19M | 15.8% | 265K | +8,909 (+3%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $7.3M | 6.1% | 78K | +1,942 (+3%) | 8 of 8 | |
| 4 |  IWB Ishares TR | $4.2M | 3.5% | 10K | No change | 8 of 8 | |
| 5 |  DBMF Litman Gregory Fds TR | $3.3M | 2.8% | 103K | +1,993 (+2%) | 8 of 8 | |
| 6 |  MUB Ishares TR | $2.3M | 1.9% | 23K | +299 (+1%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $2.2M | 1.8% | 27K | −69 (−0%) | 8 of 8 | |
| 8 |  EFG Ishares TR | $2.1M | 1.7% | 17K | −137 (−1%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $2M | 1.6% | 15K | +292 (+2%) | 8 of 8 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $1.5M | 1.2% | 21K | +3,070 (+18%) | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mkd Wealth Coaches 13F FAQ
What does Mkd Wealth Coaches own?
Mkd Wealth Coaches reported 34 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (56.1%), IJH (15.8%) and AGG (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Mkd Wealth Coaches buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 13 added to, 5 trimmed and 2 sold out. New positions include VIG, VBR and GOOG. It sold all of MVIS and GAME.
When will Mkd Wealth Coaches file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mkd Wealth Coaches's portfolio worth?
The Q3 2026 filing reports $121M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.