Mkd Wealth Coaches, Llc Portfolio Stock Holdings
Mkd Wealth Coaches, Llc disclosed 31 stock positions valued at approximately $117.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $117.0M
Holdings by Sector
Mkd Wealth Coaches, Llc Portfolio Holdings in Q2 2026
31 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 55.55% | 86,824 | +1,879 | +2.21% | $65,021,309 |
| ISHARES TR | IJH | Other | 16.85% | 255,839 | +7,074 | +2.84% | $19,727,738 |
| ISHARES TR | AGG | Other | 6.40% | 75,702 | +556 | +0.74% | $7,492,999 |
| ISHARES TR | IWB | Other | 3.51% | 10,022 | - | - | $4,104,009 |
| LITMAN GREGORY FDS TR | DBMF | Other | 2.63% | 100,670 | +4,835 | +5.05% | $3,081,498 |
| ISHARES TR | MUB | Other | 2.04% | 22,233 | +425 | +1.95% | $2,392,720 |
| ISHARES INC | IEMG | Other | 1.91% | 26,946 | -303 | -1.11% | $2,232,220 |
| ISHARES TR | EFG | Other | 1.85% | 17,416 | -18 | -0.10% | $2,166,880 |
| ISHARES TR | IJR | Other | 1.81% | 14,268 | +2,295 | +19.17% | $2,116,026 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.07% | 17,539 | +17,539 | +100.00% | $1,249,654 |
| ISHARES TR | EFA | Other | 0.60% | 6,747 | - | - | $700,864 |
| ISHARES TR | HYG | Other | 0.57% | 8,272 | +210 | +2.60% | $661,551 |
| INNOVATOR ETFS TRUST | BUFB | Other | 0.53% | 15,740 | - | - | $618,739 |
| ISHARES TR | ITOT | Other | 0.48% | 3,394 | - | - | $557,532 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.46% | 2,282 | -22 | -0.95% | $543,892 |
| ALPHABET INC | GOOGL | Communication Services | 0.43% | 1,400 | -24 | -1.69% | $500,318 |
| VANGUARD INDEX FDS | VTV | Other | 0.34% | 1,815 | -316 | -14.83% | $395,543 |
| VANGUARD INDEX FDS | VUG | Other | 0.31% | 4,224 | +2,799 | +196.42% | $363,855 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.31% | 15,539 | +2,773 | +21.72% | $359,415 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 4,654 | - | - | $351,424 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.29% | 11,693 | -405 | -3.35% | $344,120 |
| APPLE INC | AAPL | Technology | 0.29% | 1,174 | +79 | +7.21% | $339,749 |
| ISHARES TR | AOM | Other | 0.26% | 6,118 | +435 | +7.65% | $305,235 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.24% | 4,619 | +39 | +0.85% | $278,461 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 345 | +345 | +100.00% | $257,636 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.20% | 7,261 | - | - | $230,255 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.19% | 428 | - | - | $223,583 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.19% | 7,859 | -829 | -9.54% | $217,684 |
| FORD MTR CO | F | Consumer Cyclical | 0.16% | 13,700 | - | - | $190,430 |
| MICROVISION INC DEL | MVIS | Technology | 0.01% | 42,136 | +42,136 | +100.00% | $13,778 |
| GAMESQUARE HLDGS INC | GAME | Communication Services | 0.00% | 12,000 | - | - | $4,740 |