Filed: 7/11/2025ACC: 0001754960-25-000352
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $94.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$94.84M
Total AUM (reported)
676.71K
Total Shares
Allocation by class
CORE S&P500 ETF$53.47M56.4%
CORE S&P MCP ETF$14.54M15.3%
CORE US AGGBD ET$6.99M7.4%
RUS 1000 ETF$3.68M3.9%
IMGP DBI MANAGED$2.38M2.5%
NATIONAL MUN ETF$2.20M2.3%
CORE MSCI EMKT$2.01M2.1%
Portfolio Concentration
Top 3$75.00M79.1%
4–10$14.46M15.2%
11–25$5.38M5.7%
Top 3 weight
79.1%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 676.71K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
676.71K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:
ISHARES TR
SOLEShares86.12K
TypeSH
Market value$53.47M
56.38%
Sole
0.00
Shared
0.00
None
86.12K
ISHARES TR
SOLEShares234.38K
TypeSH
Market value$14.54M
15.33%
Sole
0.00
Shared
0.00
None
234.38K
ISHARES TR
SOLEShares70.50K
TypeSH
Market value$6.99M
7.37%
Sole
0.00
Shared
0.00
None
70.50K
ISHARES TR
SOLEShares10.82K
TypeSH
Market value$3.68M
3.88%
Sole
0.00
Shared
0.00
None
10.82K
LITMAN GREGORY FDS TR
SOLEShares92.43K
TypeSH
Market value$2.38M
2.51%
Sole
0.00
Shared
0.00
None
92.43K
ISHARES TR
SOLEShares21.09K
TypeSH
Market value$2.20M
2.32%
Sole
0.00
Shared
0.00
None
21.09K
ISHARES INC
SOLEShares33.54K
TypeSH
Market value$2.01M
2.12%
Sole
0.00
Shared
0.00
None
33.54K
ISHARES TR
SOLEShares17.92K
TypeSH
Market value$2.01M
2.12%
Sole
0.00
Shared
0.00
None
17.92K
ISHARES TR
SOLEShares13.97K
TypeSH
Market value$1.53M
1.61%
Sole
0.00
Shared
0.00
None
13.97K
ISHARES TR
SOLEShares8.12K
TypeSH
Market value$655.0K
0.69%
Sole
0.00
Shared
0.00
None
8.12K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$624.7K
0.66%
Sole
0.00
Shared
0.00
None
1.43K
ISHARES TR
SOLEShares6.63K
TypeSH
Market value$592.3K
0.62%
Sole
0.00
Shared
0.00
None
6.63K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$533.3K
0.56%
Sole
0.00
Shared
0.00
None
15.74K
AMAZON COM INC
SOLEShares2.28K
TypeSH
Market value$500.6K
0.53%
Sole
0.00
Shared
0.00
None
2.28K
ISHARES TR
SOLEShares3.39K
TypeSH
Market value$458.3K
0.48%
Sole
0.00
Shared
0.00
None
3.39K
VANGUARD INDEX FDS
SOLEShares2.13K
TypeSH
Market value$376.6K
0.40%
Sole
0.00
Shared
0.00
None
2.13K
ISHARES GOLD TR
SOLEShares5.05K
TypeSH
Market value$314.7K
0.33%
Sole
0.00
Shared
0.00
None
5.05K
ISHARES TR
SOLEShares6.53K
TypeSH
Market value$300.5K
0.32%
Sole
0.00
Shared
0.00
None
6.53K
SCHWAB STRATEGIC TR
SOLEShares11.46K
TypeSH
Market value$280.0K
0.30%
Sole
0.00
Shared
0.00
None
11.46K
APPLE INC
SOLEShares1.35K
TypeSH
Market value$277.4K
0.29%
Sole
0.00
Shared
0.00
None
1.35K
SCHWAB STRATEGIC TR
SOLEShares11.76K
TypeSH
Market value$273.4K
0.29%
Sole
0.00
Shared
0.00
None
11.76K
ALPHABET INC
SOLEShares1.40K
TypeSH
Market value$246.7K
0.26%
Sole
0.00
Shared
0.00
None
1.40K
FIDELITY COVINGTON TRUST
SOLEShares4.48K
TypeSH
Market value$233.1K
0.25%
Sole
0.00
Shared
0.00
None
4.48K
SPDR DOW JONES INDL AVERAGE
SOLEShares494.00
TypeSH
Market value$217.7K
0.23%
Sole
0.00
Shared
0.00
None
494.00
FORD MTR CO
SOLEShares13.70K
TypeSH
Market value$148.6K
0.16%
Sole
0.00
Shared
0.00
None
13.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 86.12K | SH | $53.47M 56.38% | 0.00 | 0.00 | 86.12K |
ISHARES TRSOLE | CORE S&P MCP ETF | 234.38K | SH | $14.54M 15.33% | 0.00 | 0.00 | 234.38K |
ISHARES TRSOLE | CORE US AGGBD ET | 70.50K | SH | $6.99M 7.37% | 0.00 | 0.00 | 70.50K |
ISHARES TRSOLE | RUS 1000 ETF | 10.82K | SH | $3.68M 3.88% | 0.00 | 0.00 | 10.82K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 92.43K | SH | $2.38M 2.51% | 0.00 | 0.00 | 92.43K |
ISHARES TRSOLE | NATIONAL MUN ETF | 21.09K | SH | $2.20M 2.32% | 0.00 | 0.00 | 21.09K |
ISHARES INCSOLE | CORE MSCI EMKT | 33.54K | SH | $2.01M 2.12% | 0.00 | 0.00 | 33.54K |
ISHARES TRSOLE | EAFE GRWTH ETF | 17.92K | SH | $2.01M 2.12% | 0.00 | 0.00 | 17.92K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.97K | SH | $1.53M 1.61% | 0.00 | 0.00 | 13.97K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.12K | SH | $655.0K 0.69% | 0.00 | 0.00 | 8.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $624.7K 0.66% | 0.00 | 0.00 | 1.43K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.63K | SH | $592.3K 0.62% | 0.00 | 0.00 | 6.63K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $533.3K 0.56% | 0.00 | 0.00 | 15.74K |
AMAZON COM INCSOLE | COM | 2.28K | SH | $500.6K 0.53% | 0.00 | 0.00 | 2.28K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.39K | SH | $458.3K 0.48% | 0.00 | 0.00 | 3.39K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.13K | SH | $376.6K 0.40% | 0.00 | 0.00 | 2.13K |
ISHARES GOLD TRSOLE | ISHARES NEW | 5.05K | SH | $314.7K 0.33% | 0.00 | 0.00 | 5.05K |
ISHARES TRSOLE | CORE 40/60 MODER | 6.53K | SH | $300.5K 0.32% | 0.00 | 0.00 | 6.53K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 11.46K | SH | $280.0K 0.30% | 0.00 | 0.00 | 11.46K |
APPLE INCSOLE | COM | 1.35K | SH | $277.4K 0.29% | 0.00 | 0.00 | 1.35K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 11.76K | SH | $273.4K 0.29% | 0.00 | 0.00 | 11.76K |
ALPHABET INCSOLE | CAP STK CL A | 1.40K | SH | $246.7K 0.26% | 0.00 | 0.00 | 1.40K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 4.48K | SH | $233.1K 0.25% | 0.00 | 0.00 | 4.48K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 494.00 | SH | $217.7K 0.23% | 0.00 | 0.00 | 494.00 |
FORD MTR COSOLE | COM | 13.70K | SH | $148.6K 0.16% | 0.00 | 0.00 | 13.70K |