Mkd Wealth Coaches, Llc Portfolio Stock Holdings
Mkd Wealth Coaches, Llc disclosed 28 stock positions valued at approximately $101.6 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 March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $101.6M
Holdings by Sector
Mkd Wealth Coaches, Llc Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 54.60% | 84,945 | +3,402 | +4.17% | $55,486,953 |
| ISHARES TR | IJH | Other | 16.53% | 248,765 | +18,964 | +8.25% | $16,799,103 |
| ISHARES TR | AGG | Other | 7.34% | 75,146 | +1,722 | +2.35% | $7,459,789 |
| ISHARES TR | IWB | Other | 3.52% | 10,022 | -85 | -0.84% | $3,573,444 |
| LITMAN GREGORY FDS TR | DBMF | Other | 2.84% | 95,835 | +3,931 | +4.28% | $2,889,428 |
| ISHARES TR | MUB | Other | 2.28% | 21,808 | +367 | +1.71% | $2,314,942 |
| ISHARES TR | EFG | Other | 1.91% | 17,434 | -742 | -4.08% | $1,941,646 |
| ISHARES INC | IEMG | Other | 1.87% | 27,249 | -5,399 | -16.54% | $1,900,609 |
| ISHARES TR | IJR | Other | 1.46% | 11,973 | -1,791 | -13.01% | $1,488,313 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.06% | 6,554 | +6,554 | +100.00% | $1,075,708 |
| ISHARES TR | EFA | Other | 0.64% | 6,747 | - | - | $655,323 |
| ISHARES TR | HYG | Other | 0.63% | 8,062 | -252 | -3.03% | $641,426 |
| VANGUARD INDEX FDS | VUG | Other | 0.61% | 1,425 | - | - | $622,426 |
| INNOVATOR ETFS TRUST | BUFB | Other | 0.56% | 15,740 | - | - | $565,223 |
| ISHARES TR | ITOT | Other | 0.48% | 3,394 | - | - | $483,407 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 2,304 | -258 | -10.07% | $479,854 |
| VANGUARD INDEX FDS | VTV | Other | 0.41% | 2,131 | - | - | $418,102 |
| ISHARES GOLD TR | IAU | Other | 0.40% | 4,654 | - | - | $410,297 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 1,424 | -317 | -18.21% | $409,485 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.31% | 12,098 | +148 | +1.24% | $310,190 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.29% | 12,766 | +264 | +2.11% | $296,433 |
| APPLE INC | AAPL | Technology | 0.27% | 1,095 | +45 | +4.29% | $277,936 |
| ISHARES TR | AOM | Other | 0.26% | 5,683 | -330 | -5.49% | $269,187 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.25% | 4,580 | +37 | +0.81% | $252,973 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.22% | 7,261 | +7,261 | +100.00% | $222,776 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.21% | 8,688 | +98 | +1.14% | $215,031 |
| FORD MTR CO | F | Consumer Cyclical | 0.16% | 13,700 | -2,700 | -16.46% | $158,098 |
| GAMESQUARE HLDGS INC | GAME | Communication Services | 0.00% | 12,000 | - | - | $3,240 |