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MKD WEALTH COACHES, LLC — 13F Holdings & Portfolio

CIK 1536549 · latest 13F-HR filed 2026-07-14

Backtest portfolio

MKD WEALTH COACHES, LLC manages $117.0M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (55.55%), IJH (16.85%), AGG (6.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 19, and trimmed 3.

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.

Filer Information
Address
1301 W LONG LAKE RD
STE 210
TROY, MI 48098
Phone
(248) 418-5100
Filing Manager
MKD WEALTH COACHES, LLC
TROY, MI
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$117.0M

Long-equity book

Holdings

31

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+4 / −1 / ↑19 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$9.5M +17.2%
  • ISHARES TR$2.9M +17.4%
  • ISHARES TR$627.7K +42.2%
  • ISHARES TR$530.6K +14.8%
  • ISHARES INC$331.6K +17.4%
Show all 19 →

Top Trims

  • VANGUARD INDEX FDS-$258.6K -41.5%
  • ISHARES GOLD TR-$58.9K -14.3%
  • VANGUARD INDEX FDS-$22.6K -5.4%
Show all 3 →

New Positions

  • VANGUARD TAX-MANAGED FDS$1.2M
  • STATE STR SPDR S&P 500 ETF T$257.6K
  • STATE STR SPDR DOW JONES IND$223.6K
  • MICROVISION INC DEL$13.8K
Show all 4 →

Exited Positions

  • DELL TECHNOLOGIES INC$1.1M
Show all 1 →
All Holdings

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 $65.0M 55.55% 86,824 SH
2 ISHARES TR IJH 464287507 $19.7M 16.85% 255,839 SH
3 ISHARES TR AGG 464287226 $7.5M 6.40% 75,702 SH
4 ISHARES TR IWB 464287622 $4.1M 3.51% 10,022 SH
5 LITMAN GREGORY FDS TR DBMF 53700T827 $3.1M 2.63% 100,670 SH
6 ISHARES TR MUB 464288414 $2.4M 2.04% 22,233 SH
7 ISHARES INC IEMG 46434G103 $2.2M 1.91% 26,946 SH
8 ISHARES TR EFG 464288885 $2.2M 1.85% 17,416 SH
9 ISHARES TR IJR 464287804 $2.1M 1.81% 14,268 SH
10 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 1.07% 17,539 SH
11 ISHARES TR EFA 464287465 $700.9K 0.60% 6,747 SH
12 ISHARES TR HYG 464288513 $661.6K 0.57% 8,272 SH
13 INNOVATOR ETFS TRUST BUFB 45783Y756 $618.7K 0.53% 15,740 SH
14 ISHARES TR ITOT 464287150 $557.5K 0.48% 3,394 SH
15 AMAZON COM INC AMZN 023135106 $543.9K 0.46% 2,282 SH
16 ALPHABET INC GOOGL 02079K305 $500.3K 0.43% 1,400 SH
17 VANGUARD INDEX FDS VTV 922908744 $395.5K 0.34% 1,815 SH
18 VANGUARD INDEX FDS VUG 922908736 $363.9K 0.31% 4,224 SH
19 SCHWAB STRATEGIC TR SCHZ 808524839 $359.4K 0.31% 15,539 SH
20 ISHARES GOLD TR IAU 464285204 $351.4K 0.30% 4,654 SH
21 SCHWAB STRATEGIC TR SCHX 808524201 $344.1K 0.29% 11,693 SH
22 APPLE INC AAPL 037833100 $339.7K 0.29% 1,174 SH
23 ISHARES TR AOM 464289875 $305.2K 0.26% 6,118 SH
24 FIDELITY COVINGTON TRUST FDVV 316092840 $278.5K 0.24% 4,619 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $257.6K 0.22% 345 SH
26 SCHWAB STRATEGIC TR SCHD 808524797 $230.3K 0.20% 7,261 SH
27 STATE STR SPDR DOW JONES IND DIA 78467X109 $223.6K 0.19% 428 SH
28 SCHWAB STRATEGIC TR SCHF 808524805 $217.7K 0.19% 7,859 SH
29 FORD MTR CO F 345370860 $190.4K 0.16% 13,700 SH
30 MICROVISION INC DEL MVIS 594960304 $13.8K 0.01% 42,136 SH
31 GAMESQUARE HLDGS INC GAME 36468G103 $4.7K 0.00% 12,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $117.0M 31 0001754960-26-000500
2026-03-31 2026-04-13 $101.6M 28 0001754960-26-000228
2025-12-31 2026-01-12 $100.0M 27 0001754960-26-000020