Q2 2026 · 13F-HR
MKD WEALTH COACHES, LLCholdings as filed
Filed 2026-07-14 · accession 0001754960-26-000500
$117.0M
Reported value
31
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $65.0M | 55.6% | 86,824 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $19.7M | 16.9% | 255,839 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $7.5M | 6.40% | 75,702 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $4.1M | 3.51% | 10,022 | Common | NONE |
| 53700T827 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 2.63% | 100,670 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $2.4M | 2.04% | 22,233 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $2.2M | 1.91% | 26,946 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $2.2M | 1.85% | 17,416 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $2.1M | 1.81% | 14,268 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 1.07% | 17,539 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $700,864 | 0.60% | 6,747 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $661,551 | 0.57% | 8,272 | Common | NONE |
| 45783Y756 | BUFB | INNOVATOR ETFS TRUST | $618,739 | 0.53% | 15,740 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $557,532 | 0.48% | 3,394 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $543,892 | 0.46% | 2,282 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $500,318 | 0.43% | 1,400 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $395,543 | 0.34% | 1,815 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $363,855 | 0.31% | 4,224 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $359,415 | 0.31% | 15,539 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $351,424 | 0.30% | 4,654 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $344,120 | 0.29% | 11,693 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $339,749 | 0.29% | 1,174 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $305,235 | 0.26% | 6,118 | Common | NONE |
| 316092840 | FDVV | FIDELITY COVINGTON TRUST | $278,461 | 0.24% | 4,619 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $257,636 | 0.22% | 345 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $230,255 | 0.20% | 7,261 | Common | NONE |
| 78467X109 | DIA | STATE STR SPDR DOW JONES IND | $223,583 | 0.19% | 428 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $217,684 | 0.19% | 7,859 | Common | NONE |
| 345370860 | F | FORD MTR CO | $190,430 | 0.16% | 13,700 | Common | NONE |
| 594960304 | MVIS | MICROVISION INC DEL | $13,778 | 0.01% | 42,136 | Common | NONE |
| 36468G103 | GAME | GAMESQUARE HLDGS INC | $4,740 | 0.00% | 12,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.