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
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AUM History
13fpro.ai/research/fund/mkd-wealth-coaches-llc-1536549
Top Equity Holdings by Value
13fpro.ai/research/fund/mkd-wealth-coaches-llc-1536549
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 |
Unlock AI quality scores for every holding
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 | AMAZON COM INC | $543,892 | 0.5% | -1% | 68.4 | |
| 16 | Alphabet Inc. | $500,318 | 0.4% | -2% | 78.1 | |
| 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 | ISHARES GOLD TRUST | $351,424 | 0.3% | +0% | — | |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $344,120 | 0.3% | -3% | — |
| 22 | Apple Inc. | $339,749 | 0.3% | +7% | 76.3 | |
| 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 | 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 | FORD MOTOR CO | $190,430 | 0.2% | +0% | 54.6 | |
| 30 | MICROVISION, INC. | $13,778 | 0.0% | NEW | 8 | |
| 31 | GameSquare Holdings, Inc. | $4,740 | 0.0% | +0% | 10.2 |
New Positions (4)
Exited Positions (1)
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AI-Powered Hedge Fund Analysis: MKD WEALTH COACHES, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MKD WEALTH COACHES, LLC (SEC CIK: 1536549), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MKD WEALTH COACHES, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.