MKD WEALTH COACHES, LLC - Portfolio Stock Holdings

MKD WEALTH COACHES, LLC disclosed 29 stock positions in a recent SEC 13F filing. $100,554,167 of stock holdings were filed, with the largest holdings including IVV, IJH, and AGG. This filing represented positions held on March 31, 2026, and was filed on April 13, 2026.

We estimate the fund has a total AUM of $505,702,322 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.