MKD WEALTH COACHES, LLC
Long book
$101.6M
Q1 2026
Positions
28
Top-10 weight
93%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsMKD WEALTH COACHES, LLC is a wealth-management firm allocating client money, specialised in technology (63% of the long book), running a $101.6M US long book across 28 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES CORE S&P MIDCAP ETF, ISHARES CORE U.S. AGGREGATE, ISHARES RUSSELL 1000 ETF, IMGP DBI MANAGED FUTURES STR.
Over the last 6 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.3%
Q1 2025
+8.6%
Q2 2025
+7.0%
Q3 2025
+2.6%
Q4 2025
-2.1%
Q1 2026
+13.9%
Sector allocation
Technology 73%
Consumer discretionary 20%
Industrials 7%
Services media 0%
Long book by quarter
What does MKD WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| DELL DELL TECHNOLOGIES -C | Technology | 6.6K | $1.1M | 1.1% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.3K | $480K | 0.5% | -10.1% |
| GOOGL ALPHABET INC-CL A | Technology | 1.4K | $409K | 0.4% | -18.2% |
| AAPL APPLE INC | Technology | 1.1K | $278K | 0.3% | +4.3% |
| F FORD MOTOR CO | Industrials | 13.7K | $158K | 0.2% | -16.5% |
| GAME GAMESQUARE HOLDINGS INC | Services media | 12.0K | $3K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 28 | $101.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 27 | $100.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 7, 2025 | 26 | $100.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 25 | $94.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 25 | $88.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 29 | $98.8M | canonical | SEC ↗ |