Mked Wealth Coaches LLC Investment Activity in Q2 2026
This analysis details the observable investment activities of Mked Wealth Coaches, Llc during the second quarter ending June 30, 2026. The portfolio total value stood at $117 million.
As reported for the period ending on June 30, 2026, Mked Wealth Coaches, Llc maintained a substantial portfolio valued at approximately $117 million.
The investor's holdings primarily consist of exchange-traded funds (ETFs), with significant allocations to broad-market exposure through ISHARES TR (IVV) and specific sector exposures via other ETFs.
This quarter saw notable purchases, as indicated by the 100% increase in shares for certain holdings. The investor significantly increased their position in VANGUARD TAX-MANAGED FDS (VEA), acquiring all 17,539 shares held previously. Similarly, they purchased every single share of the newly added positions: MICROVISION INC DEL (MVIS) and VANGUARD INDEX FDS (VUG). Additionally, the investor made a substantial purchase of 345 shares in SPDR S&P 500 ETF Trust (SPY), effectively establishing or significantly boosting this position.
In terms of existing holdings, the investor continued to hold major positions like ISHARES TR (IVV), which remained a core component despite only a small increase in shares (+0.74%). Similarly, they held onto their position in ISHARES TR (AGG) with minor share growth.
The investor also demonstrated activity by increasing their stake in other ETFs such as ISHARES TR (IJR), SCHWAB STRATEGIC TR (SCHZ), and ISHARES TR (IWB). These incremental changes, while not classified as 'significant buys' by the disclosed metrics, show continued engagement with these assets.
Regarding exits or reductions, the data does not explicitly list any significant sell-offs. However, there were minor decreases in holdings like SCHWAB STRATEGIC TR (SCHF), which saw a 9.54% reduction in shares.