MKD Wealth Coaches Q3 2026 Portfolio Changes: Significant Buys and Holding Adjustments

As of September 30, 2026, MKD Wealth Coaches, LLC's portfolio reflects several notable changes during the third quarter of 2026, as detailed in the latest filing. The investment firm, known for its focus on tax-managed strategies, adjusted its holdings across various sectors, highlighting key areas of interest and potential future outlook.

Significant Purchases

During Q3 2026, MKD Wealth Coaches demonstrated a clear buying pattern, particularly evident in its significant new positions. The firm notably increased its stake in Vanguard's specialized funds, specifically investing heavily in the VANGUARD SPECIALIZED FUNDS (VIG) and VANGUARD INDEX FUNDS (VBR). This 100% increase in shares for both indicates a strong confidence in these specialized sectors, likely driven by their potential for steady performance and diversification benefits. Furthermore, the investor added a substantial position in ALPHABET INC (GOOG), a major player in the technology landscape, suggesting an increased belief in the long-term prospects of the technology sector. The firm also showed significant interest in VANGUARD INDEX FUNDS (VOE) and BERKSHIRE HATHAWAY INC DEL (BRK-B), both seeing a 100% jump in their holdings, adding them as new or fully replaced positions. These purchases signal a strategic approach focused on core holdings and exposure to high-quality, established entities.

Increases in Existing Holdings

Alongside new additions, MKD Wealth Coaches also increased its positions in several existing holdings. The firm boosted its investment in the widely-held ISHARES TR (IVV) ETF, which tracks the total U.S. stock market, by increasing shares by 2.08%. Similarly, the firm added to its position in ISHARES TR (IJH), an S&P 500 index fund, with a modest increase of 3.48%. There was also a notable increase in the holdings of ISHARES TR (AGG), a bond fund, and ISHARES TR (IWB), an industrials fund, both showing positive share changes. Additionally, the investor slightly increased its stake in ISHARES TR (IEMG) and ISHARES TR (AOM), indicating ongoing monitoring and potential confidence in these specific areas.

No Major Sales Disclosed

The portfolio data indicates no major sell-offs by MKD Wealth Coaches during this quarter. The 'has_large_sells' flag is false, and the list of significant sell symbols is empty. However, the investor did exit or reduce positions in some holdings. For instance, the position in ISHARES GOLD TR (IAU) was reduced, showing a decrease of 41.15% in shares. Similarly, ISHARES TR (EFG) and ISHARES TR (MUB) saw a slight reduction in percentage terms, though their absolute changes were minimal (-0.79% and -0.26% respectively). The largest holding, ISHARES TR (IVV), remained unchanged in percentage terms, while ISHARES TR (IJR) and ISHARES TR (DBMF) also showed no change in their portfolio allocation percentages, suggesting stability in these core positions.

It's worth noting that the portfolio's sector allocation remains dominated by 'Unknown' holdings, accounting for 98.1% of the total value. This lack of disclosed sector information could be due to the nature of the funds held, such as index funds and ETFs, which may not categorize their underlying holdings by traditional sectors. The allocations to Communication Services (via GOOG) and Financial Services (via BRK-B) are relatively small but still present, at 0.74% and 0.19% respectively, based on the disclosed data.

Overall Portfolio Context

The changes observed in MKD Wealth Coaches' portfolio during Q3 2026 suggest a strategy focused on diversification and selective growth. The addition of new positions in specialized Vanguard funds and technology, alongside increases in broad market and core index holdings, points towards a balanced approach. The investor maintains a strong allocation to broad market exposure through IVV and IJH, while also seeking opportunities in specialized areas like VIG and VBR. The slight reduction in holdings like IAU and EFG might indicate a more cautious stance or rebalancing, but overall, the portfolio shows a focus on growth and stability.

For more detailed information on MKD Wealth Coaches' investment strategy and performance, you can visit their profile at MKD Wealth Coaches. To explore specific stock holdings, including the newly added VIG, VBR, GOOG, VOE, and BRK-B, or the adjusted positions like IVV, IJH, AGG, IWB, IEMG, and AOM, you can visit the individual stock pages such as VIG, VBR, GOOG, VOE, and BRK-B.