MKD WEALTH COACHES, LLC
13F Reported Value
ⓘ$117.0M
Holdings
31
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MKD WEALTH COACHES, LLC disclosed 31 positions worth $117.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 1 and a full exit from $DELL. The portfolio is most concentrated in Other (98.3% of disclosed assets). All figures are sourced directly from MKD WEALTH COACHES, LLC’s Form 13F-HR filing with the SEC under CIK 1536549.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES TR - CORE S&P500 ETF
—Quality
$65.0M86,824 shISHARES TR - CORE S&P MCP ETF
—Quality
$19.7M255,839 shISHARES TR - CORE US AGGBD ET
—Quality
$7.5M75,702 shISHARES TR - RUS 1000 ETF
—Quality
$4.1M10,022 shLITMAN GREGORY FDS TR - IMGP DBI MAN ETF
—Quality
$3.1M100,670 shISHARES TR - NATIONAL MUN ETF
—Quality
$2.4M22,233 shISHARES INC - CORE MSCI EMKT
—Quality
$2.2M26,946 shISHARES TR - EAFE GRWTH ETF
—Quality
$2.2M17,416 shISHARES TR - CORE S&P SCP ETF
—Quality
$2.1M14,268 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$1.2M17,539 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $65.0M | 86,824 |
| ISHARES TR - CORE S&P MCP ETF | — | $19.7M | 255,839 |
| ISHARES TR - CORE US AGGBD ET | — | $7.5M | 75,702 |
| ISHARES TR - RUS 1000 ETF | — | $4.1M | 10,022 |
| LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $3.1M | 100,670 |
| ISHARES TR - NATIONAL MUN ETF | — | $2.4M | 22,233 |
| ISHARES INC - CORE MSCI EMKT | — | $2.2M | 26,946 |
| ISHARES TR - EAFE GRWTH ETF | — | $2.2M | 17,416 |
| ISHARES TR - CORE S&P SCP ETF | — | $2.1M | 14,268 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.2M | 17,539 |
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32-signal composite ranking on each of MKD WEALTH COACHES, LLC's 31 positions.
Showing top 10 of 31 holdings.
Sector Allocation
Other
$115.1M
Technology
$853,845
Consumer Discretionary
$543,892
Financials
$351,424
Industrials
$190,430
Communication Services
$4,740
Full Holdings — MKD WEALTH COACHES, LLC (Q2 2026)
All 31 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $65.0M | 55.5% | +2% | — |
| 2 | — | ISHARES TR - CORE S&P MCP ETF | $19.7M | 16.9% | +3% | — |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $7.5M | 6.4% | +1% | — |
| 4 | — | ISHARES TR - RUS 1000 ETF | $4.1M | 3.5% | +0% | — |
| 5 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $3.1M | 2.6% | +5% | — |
| 6 | — | ISHARES TR - NATIONAL MUN ETF | $2.4M | 2.0% | +2% | — |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $2.2M | 1.9% | -1% | — |
| 8 | — | ISHARES TR - EAFE GRWTH ETF | $2.2M | 1.9% | -0% | — |
| 9 | — | ISHARES TR - CORE S&P SCP ETF | $2.1M | 1.8% | +19% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.2M | 1.1% | NEW | — |
| 11 | — | ISHARES TR - MSCI EAFE ETF | $700,864 | 0.6% | +0% | — |
| 12 | — | ISHARES TR - IBOXX HI YD ETF | $661,551 | 0.6% | +3% | — |
| 13 | — | INNOVATOR ETFS TRUST - LADDERED ALC BFR | $618,739 | 0.5% | +0% | — |
| 14 | — | ISHARES TR - CORE S&P TTL STK | $557,532 | 0.5% | +0% | — |
| 15 |  $AMZN | AMAZON COM INC | $543,892 | 0.5% | -1% | 74.6 |
| 16 |  $GOOG | Alphabet Inc. | $500,318 | 0.4% | -2% | 80.2 |
| 17 | — | VANGUARD INDEX FDS - VALUE ETF | $395,543 | 0.3% | -15% | — |
| 18 | — | VANGUARD INDEX FDS - GROWTH ETF | $363,855 | 0.3% | +196% | — |
| 19 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $359,415 | 0.3% | +22% | — |
| 20 |  $IAU | ISHARES GOLD TRUST | $351,424 | 0.3% | +0% | — |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $344,120 | 0.3% | -3% | — |
| 22 |  $AAPL | Apple Inc. | $339,749 | 0.3% | +7% | 76.1 |
| 23 | — | ISHARES TR - CORE 40 MODE ETF | $305,235 | 0.3% | +8% | — |
| 24 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $278,461 | 0.2% | +1% | — |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $257,636 | 0.2% | NEW | — |
| 26 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $230,255 | 0.2% | +0% | — |
| 27 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $223,583 | 0.2% | NEW | — |
| 28 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $217,684 | 0.2% | -10% | — |
| 29 |  $F | FORD MOTOR CO | $190,430 | 0.2% | +0% | 58.5 |
| 30 |  $MVIS | MICROVISION, INC. | $13,778 | 0.0% | NEW | 4.9 |
| 31 |  $GAME | GameSquare Holdings, Inc. | $4,740 | 0.0% | +0% | 23.6 |
New Positions (4)
Exited Positions (1)
$DELL Dell Technologies Inc.Browse Top Institutional Investors
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