MKD WEALTH COACHES, LLC — 13F Holdings & Portfolio
CIK 1536549 · latest 13F-HR filed 2026-04-13
MKD WEALTH COACHES, LLC manages $101.6M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (54.60%), IJH (16.53%), AGG (7.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 3, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$101.6M
Long-equity book
28
Distinct positions
2026-03-31
Filed 2026-04-13
+2 / −1 / ↑3 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.6M +10.8%
- LITMAN GREGORY FDS TR$310.6K +12.0%
- ISHARES GOLD TR$32.5K +8.6%
Top Trims
- ISHARES INC-$294.0K -13.4%
- ISHARES TR-$200.9K -5.3%
- ISHARES TR-$165.8K -10.0%
- ALPHABET INC-$135.4K -24.9%
- ISHARES TR-$128.9K -6.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $55.5M | 54.60% | 84,945 | SH |
| 2 | ISHARES TR | IJH | 464287507 | $16.8M | 16.53% | 248,765 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $7.5M | 7.34% | 75,146 | SH |
| 4 | ISHARES TR | IWB | 464287622 | $3.6M | 3.52% | 10,022 | SH |
| 5 | LITMAN GREGORY FDS TR | DBMF | 53700T827 | $2.9M | 2.84% | 95,835 | SH |
| 6 | ISHARES TR | MUB | 464288414 | $2.3M | 2.28% | 21,808 | SH |
| 7 | ISHARES TR | EFG | 464288885 | $1.9M | 1.91% | 17,434 | SH |
| 8 | ISHARES INC | IEMG | 46434G103 | $1.9M | 1.87% | 27,249 | SH |
| 9 | ISHARES TR | IJR | 464287804 | $1.5M | 1.46% | 11,973 | SH |
| 10 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $1.1M | 1.06% | 6,554 | SH |
| 11 | ISHARES TR | EFA | 464287465 | $655.3K | 0.64% | 6,747 | SH |
| 12 | ISHARES TR | HYG | 464288513 | $641.4K | 0.63% | 8,062 | SH |
| 13 | VANGUARD INDEX FDS | VUG | 922908736 | $622.4K | 0.61% | 1,425 | SH |
| 14 | INNOVATOR ETFS TRUST | BUFB | 45783Y756 | $565.2K | 0.56% | 15,740 | SH |
| 15 | ISHARES TR | ITOT | 464287150 | $483.4K | 0.48% | 3,394 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $479.9K | 0.47% | 2,304 | SH |
| 17 | VANGUARD INDEX FDS | VTV | 922908744 | $418.1K | 0.41% | 2,131 | SH |
| 18 | ISHARES GOLD TR | IAU | 464285204 | $410.3K | 0.40% | 4,654 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $409.5K | 0.40% | 1,424 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $310.2K | 0.31% | 12,098 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $296.4K | 0.29% | 12,766 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $277.9K | 0.27% | 1,095 | SH |
| 23 | ISHARES TR | AOM | 464289875 | $269.2K | 0.26% | 5,683 | SH |
| 24 | FIDELITY COVINGTON TRUST | FDVV | 316092840 | $253.0K | 0.25% | 4,580 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $222.8K | 0.22% | 7,261 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $215.0K | 0.21% | 8,688 | SH |
| 27 | FORD MTR CO | F | 345370860 | $158.1K | 0.16% | 13,700 | SH |
| 28 | GAMESQUARE HLDGS INC | GAME | 36468G103 | $3.2K | 0.00% | 12,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $101.6M | 28 | 0001754960-26-000228 |
| 2025-12-31 | 2026-01-12 | $100.0M | 27 | 0001754960-26-000020 |