Mkd Wealth Coaches, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Mkd Wealth Coaches, Llc disclosed 34 stock positions valued at approximately $120.91M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 34
- Portfolio Value
- $120.91M
Holdings by Sector
Mkd Wealth Coaches, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 56.14% | 88,628 | +1,804 | +2.08% | $67,875,709 |
| ISHARES TR | IJH | Other | 15.75% | 264,748 | +8,909 | +3.48% | $19,048,589 |
| ISHARES TR | AGG | Other | 6.07% | 77,644 | +1,942 | +2.57% | $7,340,491 |
| ISHARES TR | IWB | Other | 3.45% | 10,022 | - | - | $4,170,455 |
| IM GLOBAL PARTNER FUNDS | DBMF | Other | 2.76% | 102,663 | +1,993 | +1.98% | $3,339,615 |
| ISHARES TR | MUB | Other | 1.88% | 22,532 | +299 | +1.34% | $2,277,943 |
| ISHARES INC | IEMG | Other | 1.80% | 26,877 | -69 | -0.26% | $2,181,310 |
| ISHARES TR | EFG | Other | 1.71% | 17,279 | -137 | -0.79% | $2,070,524 |
| ISHARES TR | IJR | Other | 1.64% | 14,560 | +292 | +2.05% | $1,980,702 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.20% | 20,609 | +3,070 | +17.50% | $1,455,201 |
| ISHARES TR | EFA | Other | 0.58% | 6,747 | - | - | $700,932 |
| ISHARES TR | HYG | Other | 0.54% | 8,533 | +261 | +3.16% | $658,816 |
| INNOVATOR ETFS TRUST | BUFB | Other | 0.52% | 15,740 | - | - | $634,054 |
| ALPHABET INC | GOOGL | Communication Services | 0.48% | 1,697 | +297 | +21.21% | $583,904 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 2,282 | - | - | $568,560 |
| ISHARES TR | ITOT | Other | 0.47% | 3,394 | - | - | $564,354 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.37% | 1,934 | +1,934 | +100.00% | $451,222 |
| APPLE INC | AAPL | Technology | 0.37% | 1,333 | +159 | +13.54% | $443,963 |
| VANGUARD INDEX FDS | VBR | Other | 0.36% | 1,860 | +1,860 | +100.00% | $429,716 |
| VANGUARD INDEX FDS | VTV | Other | 0.32% | 1,815 | - | - | $392,185 |
| VANGUARD INDEX FDS | VUG | Other | 0.31% | 4,224 | - | - | $380,625 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.29% | 11,885 | +192 | +1.64% | $356,556 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.29% | 15,928 | +389 | +2.50% | $351,999 |
| ALPHABET INC | GOOG | Communication Services | 0.25% | 901 | +901 | +100.00% | $307,007 |
| VANGUARD INDEX FDS | VOE | Other | 0.24% | 1,473 | +1,473 | +100.00% | $288,016 |
| ISHARES TR | AOM | Other | 0.23% | 5,740 | -378 | -6.18% | $279,770 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 345 | - | - | $263,107 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.20% | 7,261 | - | - | $236,209 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.19% | 3,829 | -790 | -17.10% | $232,517 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 465 | +465 | +100.00% | $231,547 |
Showing 30 of 34 holdings in the latest reporting period.