MKD Wealth Coaches, LLC
- SEC CIK
- 0001536549
- Latest filing
- Jul 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 31
- +3 vs. Q1 2026
- Portfolio value
- $117.0M
- +$15.4M (+15.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 86,824 | $65.0M | 55.6% | +1,879+2.2% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 255,839 | $19.7M | 16.9% | +7,074+2.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 75,702 | $7.49M | 6.4% | +556+0.7% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 10,022 | $4.10M | 3.5% | 00.0% | Unchanged | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 100,670 | $3.08M | 2.6% | +4,835+5.0% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,233 | $2.39M | 2.0% | +425+1.9% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,946 | $2.23M | 1.9% | −303−1.1% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 17,416 | $2.17M | 1.9% | −18−0.1% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,268 | $2.12M | 1.8% | +2,295+19.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,539 | $1.25M | 1.1% | +17,539 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,747 | $700.9K | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,272 | $661.6K | 0.6% | +210+2.6% | Added | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 15,740 | $618.7K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,394 | $557.5K | 0.5% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,282 | $543.9K | 0.5% | −22−1.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,400 | $500.3K | 0.4% | −24−1.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,815 | $395.5K | 0.3% | −316−14.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,224 | $363.9K | 0.3% | −4,326−50.6% | ReducedConverted for a 6-for-1 split | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 15,539 | $359.4K | 0.3% | +2,773+21.7% | Added | – |
| IAUiShares Gold Trust | ETF | 4,654 | $351.4K | 0.3% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,693 | $344.1K | 0.3% | −405−3.3% | Reduced | – |
| AAPLApple Inc. | Stock | 1,174 | $339.7K | 0.3% | +79+7.2% | Added | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 6,118 | $305.2K | 0.3% | +435+7.7% | Added | – |
| Fidelity High Dividend ETF316092840 | ETF | 4,619 | $278.5K | 0.2% | +39+0.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 345 | $257.6K | 0.2% | +345 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,261 | $230.3K | 0.2% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 428 | $223.6K | 0.2% | +428 | New | History |
| Schwab International Equity ETF808524805 | ETF | 7,859 | $217.7K | 0.2% | −829−9.5% | Reduced | – |
| FFord Motor Co | Stock | 13,700 | $190.4K | 0.2% | 00.0% | Unchanged | History |
| MVISMicrovision, Inc. | COM NEW | 42,136 | $13.8K | <0.1% | +42,136 | New | History |
| GAMEGameSquare Holdings, Inc. | COM | 12,000 | $4.74K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.