MKD Wealth Coaches, LLC
- SEC CIK
- 0001536549
- Latest filing
- Jul 14, 2026
The latest 13F from MKD Wealth Coaches, LLC covers Q2 2026 (filed Jul 14, 2026): 31 long positions worth $117.0M. The top 10 holdings make up 93.6% of the portfolio, and the largest is iShares Core S&P 500 ETF at 55.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 4
- Est. +$1.74M
- Added
- 11
- Est. +$2.67M
- Reduced
- 8
- Est. −$517.5K
- Sold out
- 1
- Est. −$1.08M
Top 5 holdings
Share of this quarter's portfolio value
- iShares Core S&P 500 ETF46428720055.6%$65.0M
- iShares Core S&P Mid-Cap ETF46428750716.9%$19.7M
- iShares Core U.S. Aggregate Bond ETF4642872266.4%$7.49M
- iShares Tr4642876223.5%$4.10M
- Litman Gregory FDS Tr53700T8272.6%$3.08M
Biggest buys
New and added positions, by estimated amount bought
- iShares Core S&P 500 ETF464287200+$1.41MAdded
- Vanguard Ftse Developed Markets ETF921943858+$1.25MNew
- iShares Core S&P Mid-Cap ETF464287507+$545.5KAdded
- iShares Core S&P Small Cap ETF464287804+$340.4KAdded
- SPYSPDR S&P 500 ETF Trust
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Ftse Developed Markets ETF921943858+1.07 pp0.0% → 1.1%
- iShares Core S&P 500 ETF464287200+0.95 pp54.6% → 55.6%
- iShares Core S&P Small Cap ETF464287804+0.34 pp1.5% → 1.8%
- iShares Core S&P Mid-Cap ETF464287507+0.32 pp16.5% → 16.9%
- SPYSPDR S&P 500 ETF Trust
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- DELLDell Technologies Inc.
- Vanguard Morningstar Growth ETF922908736−$372.6KReducedConverted for a 6-for-1 split
- Vanguard Morningstar Value ETF922908744−$68.9KReduced
- iShares Core MSCI Emerging Markets ETF46434G103−$25.1KReduced
- Schwab International Equity ETF808524805−$23.0KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- DELLDell Technologies Inc.
- Vanguard Morningstar Growth ETF922908736−0.30 pp0.6% → 0.3%
- Vanguard Morningstar Value ETF922908744−0.07 pp0.4% → 0.3%
- iShares Tr464288885−0.06 pp1.9% → 1.9%
- Schwab International Equity ETF808524805−0.03 pp0.2% → 0.2%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $117.0M
- +$15.4M (+15.2%) vs. prior quarter
- Positions
- 31
- +3 vs. prior quarter
- Top 10 concentration
- 93.6%
- Top 10 as share of value
- Turnover
- 1.5%
- Q2 2026, one quarter
- Average holding period
- 6.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $117.0M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 14, 2026 | 31 | $117.0M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 28 | $101.6M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 12, 2026 | 27 | $100.0M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 7, 2025 | 26 | $100.4M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 11, 2025 | 25 | $94.8M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 10, 2025 | 25 | $88.4M | iShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 5, 2025 | 29 | $98.8M | iShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core U.S. Aggregate Bond ETF | – | SEC |
| Q4 2021 | Jan 24, 2022 | 34 | $73.1M | iShares Core S&P 500 ETFiShares Core S&P Small Cap ETFTHRM | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 8, 2021 | 25 | $63.6M | iShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 19, 2021 | 22 | $62.6M | iShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 6, 2021 | 22 | $58.6M | iShares Core S&P 500 ETFiShares Core S&P Small Cap ETFiShares Core U.S. Aggregate Bond ETF | – | SEC |