Filed: 10/7/2025ACC: 0001754960-25-000635
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $100.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$100.37M
Total AUM (reported)
692.93K
Total Shares
Allocation by class
CORE S&P500 ETF$56.73M56.5%
CORE S&P MCP ETF$15.23M15.2%
CORE US AGGBD ET$7.32M7.3%
RUS 1000 ETF$3.70M3.7%
IMGP DBI MANAGED$2.57M2.6%
NATIONAL MUN ETF$2.27M2.3%
CORE MSCI EMKT$2.21M2.2%
Portfolio Concentration
Top 3$79.27M79.0%
4–10$15.13M15.1%
11–25$5.97M5.9%
Rest$8.1K0.0%
Top 3 weight
79.0%
Top 10 weight
94.0%
Voting Authority Distribution
Total shares with voting rights: 692.93K
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
692.93K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings26
Rows:
ISHARES TR
SOLEShares84.76K
TypeSH
Market value$56.73M
56.52%
Sole
0.00
Shared
0.00
None
84.76K
ISHARES TR
SOLEShares233.31K
TypeSH
Market value$15.23M
15.17%
Sole
0.00
Shared
0.00
None
233.31K
ISHARES TR
SOLEShares72.97K
TypeSH
Market value$7.32M
7.29%
Sole
0.00
Shared
0.00
None
72.97K
ISHARES TR
SOLEShares10.11K
TypeSH
Market value$3.70M
3.68%
Sole
0.00
Shared
0.00
None
10.11K
LITMAN GREGORY FDS TR
SOLEShares93.99K
TypeSH
Market value$2.57M
2.56%
Sole
0.00
Shared
0.00
None
93.99K
ISHARES TR
SOLEShares21.30K
TypeSH
Market value$2.27M
2.26%
Sole
0.00
Shared
0.00
None
21.30K
ISHARES INC
SOLEShares33.49K
TypeSH
Market value$2.21M
2.20%
Sole
0.00
Shared
0.00
None
33.49K
ISHARES TR
SOLEShares18.18K
TypeSH
Market value$2.07M
2.06%
Sole
0.00
Shared
0.00
None
18.18K
ISHARES TR
SOLEShares13.78K
TypeSH
Market value$1.64M
1.63%
Sole
0.00
Shared
0.00
None
13.78K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$683.4K
0.68%
Sole
0.00
Shared
0.00
None
1.43K
ISHARES TR
SOLEShares8.32K
TypeSH
Market value$675.9K
0.67%
Sole
0.00
Shared
0.00
None
8.32K
ISHARES TR
SOLEShares6.63K
TypeSH
Market value$618.7K
0.62%
Sole
0.00
Shared
0.00
None
6.63K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$562.5K
0.56%
Sole
0.00
Shared
0.00
None
15.74K
AMAZON COM INC
SOLEShares2.56K
TypeSH
Market value$562.5K
0.56%
Sole
0.00
Shared
0.00
None
2.56K
ISHARES TR
SOLEShares3.39K
TypeSH
Market value$494.3K
0.49%
Sole
0.00
Shared
0.00
None
3.39K
ALPHABET INC
SOLEShares1.74K
TypeSH
Market value$423.2K
0.42%
Sole
0.00
Shared
0.00
None
1.74K
VANGUARD INDEX FDS
SOLEShares2.13K
TypeSH
Market value$397.4K
0.40%
Sole
0.00
Shared
0.00
None
2.13K
APPLE INC
SOLEShares1.35K
TypeSH
Market value$344.3K
0.34%
Sole
0.00
Shared
0.00
None
1.35K
ISHARES GOLD TR
SOLEShares4.59K
TypeSH
Market value$334.4K
0.33%
Sole
0.00
Shared
0.00
None
4.59K
SCHWAB STRATEGIC TR
SOLEShares11.68K
TypeSH
Market value$307.6K
0.31%
Sole
0.00
Shared
0.00
None
11.68K
ISHARES TR
SOLEShares5.98K
TypeSH
Market value$284.3K
0.28%
Sole
0.00
Shared
0.00
None
5.98K
SCHWAB STRATEGIC TR
SOLEShares12.10K
TypeSH
Market value$283.9K
0.28%
Sole
0.00
Shared
0.00
None
12.10K
FIDELITY COVINGTON TRUST
SOLEShares4.51K
TypeSH
Market value$251.4K
0.25%
Sole
0.00
Shared
0.00
None
4.51K
SPDR DOW JONES INDL AVERAGE
SOLEShares494.00
TypeSH
Market value$229.1K
0.23%
Sole
0.00
Shared
0.00
None
494.00
FORD MTR CO
SOLEShares16.40K
TypeSH
Market value$196.1K
0.20%
Sole
0.00
Shared
0.00
None
16.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 84.76K | SH | $56.73M 56.52% | 0.00 | 0.00 | 84.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 233.31K | SH | $15.23M 15.17% | 0.00 | 0.00 | 233.31K |
ISHARES TRSOLE | CORE US AGGBD ET | 72.97K | SH | $7.32M 7.29% | 0.00 | 0.00 | 72.97K |
ISHARES TRSOLE | RUS 1000 ETF | 10.11K | SH | $3.70M 3.68% | 0.00 | 0.00 | 10.11K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 93.99K | SH | $2.57M 2.56% | 0.00 | 0.00 | 93.99K |
ISHARES TRSOLE | NATIONAL MUN ETF | 21.30K | SH | $2.27M 2.26% | 0.00 | 0.00 | 21.30K |
ISHARES INCSOLE | CORE MSCI EMKT | 33.49K | SH | $2.21M 2.20% | 0.00 | 0.00 | 33.49K |
ISHARES TRSOLE | EAFE GRWTH ETF | 18.18K | SH | $2.07M 2.06% | 0.00 | 0.00 | 18.18K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.78K | SH | $1.64M 1.63% | 0.00 | 0.00 | 13.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $683.4K 0.68% | 0.00 | 0.00 | 1.43K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.32K | SH | $675.9K 0.67% | 0.00 | 0.00 | 8.32K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.63K | SH | $618.7K 0.62% | 0.00 | 0.00 | 6.63K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $562.5K 0.56% | 0.00 | 0.00 | 15.74K |
AMAZON COM INCSOLE | COM | 2.56K | SH | $562.5K 0.56% | 0.00 | 0.00 | 2.56K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.39K | SH | $494.3K 0.49% | 0.00 | 0.00 | 3.39K |
ALPHABET INCSOLE | CAP STK CL A | 1.74K | SH | $423.2K 0.42% | 0.00 | 0.00 | 1.74K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.13K | SH | $397.4K 0.40% | 0.00 | 0.00 | 2.13K |
APPLE INCSOLE | COM | 1.35K | SH | $344.3K 0.34% | 0.00 | 0.00 | 1.35K |
ISHARES GOLD TRSOLE | ISHARES NEW | 4.59K | SH | $334.4K 0.33% | 0.00 | 0.00 | 4.59K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 11.68K | SH | $307.6K 0.31% | 0.00 | 0.00 | 11.68K |
ISHARES TRSOLE | CORE 40/60 MODER | 5.98K | SH | $284.3K 0.28% | 0.00 | 0.00 | 5.98K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 12.10K | SH | $283.9K 0.28% | 0.00 | 0.00 | 12.10K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 4.51K | SH | $251.4K 0.25% | 0.00 | 0.00 | 4.51K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 494.00 | SH | $229.1K 0.23% | 0.00 | 0.00 | 494.00 |
FORD MTR COSOLE | COM | 16.40K | SH | $196.1K 0.20% | 0.00 | 0.00 | 16.40K |
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