Mkd Wealth Coaches, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Mkd Wealth Coaches, Llc disclosed 31 stock positions valued at approximately $117.04M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $117.04M
Holdings by Sector
Mkd Wealth Coaches, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 31 holdings in the latest reporting period.