Institutional
MKD WEALTH COACHES, LLC
CIK 0001536549
$117.0M
Reported AUM
31
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for MKD WEALTH COACHES, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $745.23 | 1.65% | 20.00% | 75.17% | $65.0M | 55.55% | — | HELD |
| 2 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $19.7M | 16.85% | — | HELD |
| 3 | AGG | ISHARES TR | $97.61 | 0.06% | 2.12% | -1.50% | $7.5M | 6.40% | — | HELD |
| 4 | IWB | ISHARES TR | $405.77 | 1.63% | 18.08% | 67.26% | $4.1M | 3.51% | — | HELD |
| 5 | DBMF | LITMAN GREGORY FDS TR | $30.84 | -0.61% | 27.96% | 52.71% | $3.1M | 2.63% | — | HELD |
| 6 | MUB | ISHARES TR | $105.76 | 0.00% | 4.61% | 3.09% | $2.4M | 2.04% | — | HELD |
| 7 | IEMG | ISHARES INC | $77.05 | 3.91% | 26.95% | 33.80% | $2.2M | 1.91% | — | HELD |
| 8 | EFG | ISHARES TR | $122.32 | 3.18% | 16.75% | 19.33% | $2.2M | 1.85% | — | HELD |
| 9 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $2.1M | 1.81% | — | HELD |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $71.11 | 3.13% | 26.64% | 53.50% | $1.2M | 1.07% | — | HELD |
| 11 | EFA | ISHARES TR | $106.24 | 2.78% | 22.48% | 50.05% | $701K | 0.60% | — | HELD |
| 12 | HYG | ISHARES TR | $79.47 | 0.29% | 4.52% | 18.32% | $662K | 0.57% | — | HELD |
| 13 | BUFB | INNOVATOR ETFS TRUST | $39.35 | 1.00% | 14.29% | 55.12% | $619K | 0.53% | — | HELD |
| 14 | ITOT | ISHARES TR | $162.65 | 1.64% | 19.14% | 65.75% | $558K | 0.48% | — | HELD |
| 15 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $544K | 0.46% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $500K | 0.43% | — | HELD |
| 17 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $396K | 0.34% | — | HELD |
| 18 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | 11.12% | 64.94% | $364K | 0.31% | — | HELD |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $359K | 0.31% | — | HELD |
| 20 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | 20.15% | 120.21% | $351K | 0.30% | — | HELD |
| 21 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $344K | 0.29% | — | HELD |
| 22 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $340K | 0.29% | — | HELD |
| 23 | AOM | ISHARES TR | $49.08 | 0.93% | 9.79% | 21.82% | $305K | 0.26% | — | HELD |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $62.78 | 0.32% | 21.57% | 91.06% | $278K | 0.24% | — | HELD |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $258K | 0.22% | — | HELD |
| 26 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | 32.95% | 56.13% | $230K | 0.20% | — | HELD |
| 27 | DIA | STATE STR SPDR DOW JONES IND | $521.69 | 1.22% | 20.07% | 58.64% | $224K | 0.19% | — | HELD |
| 28 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | 27.58% | 55.74% | $218K | 0.19% | — | HELD |
| 29 | F | FORD MTR CO | $14.86 | -2.75% | 48.18% | 58.20% | $190K | 0.16% | — | HELD |
| 30 | MVIS | MICROVISION INC DEL | $0.24 | 1.92% | -77.56% | -98.34% | $14K | 0.01% | — | HELD |
| 31 | GAME | GAMESQUARE HLDGS INC | $0.36 | 4.70% | — | — | $5K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000500. 13F discloses long positions only — shorts, foreign equities, and options are excluded.