Filed: 1/12/2026ACC: 0001754960-26-000020
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $100.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$100.01M
Total AUM (reported)
692.99K
Total Shares
Allocation by class
CORE S&P500 ETF$55.85M55.8%
CORE S&P MCP ETF$15.17M15.2%
CORE US AGGBD ET$7.33M7.3%
RUS 1000 ETF$3.77M3.8%
IMGP DBI MANAGED$2.58M2.6%
NATIONAL MUN ETF$2.30M2.3%
CORE MSCI EMKT$2.19M2.2%
Portfolio Concentration
Top 3$78.35M78.3%
4–10$15.26M15.3%
11–25$6.19M6.2%
Rest$210.3K0.2%
Top 3 weight
78.3%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 692.99K
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
692.99K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings27
Rows:
ISHARES TR
SOLEShares81.54K
TypeSH
Market value$55.85M
55.84%
Sole
0.00
Shared
0.00
None
81.54K
ISHARES TR
SOLEShares229.80K
TypeSH
Market value$15.17M
15.16%
Sole
0.00
Shared
0.00
None
229.80K
ISHARES TR
SOLEShares73.42K
TypeSH
Market value$7.33M
7.33%
Sole
0.00
Shared
0.00
None
73.42K
ISHARES TR
SOLEShares10.11K
TypeSH
Market value$3.77M
3.77%
Sole
0.00
Shared
0.00
None
10.11K
LITMAN GREGORY FDS TR
SOLEShares91.90K
TypeSH
Market value$2.58M
2.58%
Sole
0.00
Shared
0.00
None
91.90K
ISHARES TR
SOLEShares21.44K
TypeSH
Market value$2.30M
2.30%
Sole
0.00
Shared
0.00
None
21.44K
ISHARES INC
SOLEShares32.65K
TypeSH
Market value$2.19M
2.19%
Sole
0.00
Shared
0.00
None
32.65K
ISHARES TR
SOLEShares18.18K
TypeSH
Market value$2.07M
2.07%
Sole
0.00
Shared
0.00
None
18.18K
ISHARES TR
SOLEShares13.76K
TypeSH
Market value$1.65M
1.65%
Sole
0.00
Shared
0.00
None
13.76K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$695.2K
0.70%
Sole
0.00
Shared
0.00
None
1.43K
ISHARES TR
SOLEShares8.31K
TypeSH
Market value$670.3K
0.67%
Sole
0.00
Shared
0.00
None
8.31K
ISHARES TR
SOLEShares6.75K
TypeSH
Market value$647.9K
0.65%
Sole
0.00
Shared
0.00
None
6.75K
AMAZON COM INC
SOLEShares2.56K
TypeSH
Market value$591.4K
0.59%
Sole
0.00
Shared
0.00
None
2.56K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$576.6K
0.58%
Sole
0.00
Shared
0.00
None
15.74K
ALPHABET INC
SOLEShares1.74K
TypeSH
Market value$544.9K
0.54%
Sole
0.00
Shared
0.00
None
1.74K
ISHARES TR
SOLEShares3.39K
TypeSH
Market value$504.7K
0.50%
Sole
0.00
Shared
0.00
None
3.39K
VANGUARD INDEX FDS
SOLEShares2.13K
TypeSH
Market value$407.0K
0.41%
Sole
0.00
Shared
0.00
None
2.13K
ISHARES GOLD TR
SOLEShares4.65K
TypeSH
Market value$377.8K
0.38%
Sole
0.00
Shared
0.00
None
4.65K
SCHWAB STRATEGIC TR
SOLEShares11.95K
TypeSH
Market value$321.6K
0.32%
Sole
0.00
Shared
0.00
None
11.95K
SCHWAB STRATEGIC TR
SOLEShares12.50K
TypeSH
Market value$292.2K
0.29%
Sole
0.00
Shared
0.00
None
12.50K
ISHARES TR
SOLEShares6.01K
TypeSH
Market value$287.0K
0.29%
Sole
0.00
Shared
0.00
None
6.01K
APPLE INC
SOLEShares1.05K
TypeSH
Market value$285.5K
0.29%
Sole
0.00
Shared
0.00
None
1.05K
FIDELITY COVINGTON TRUST
SOLEShares4.54K
TypeSH
Market value$257.6K
0.26%
Sole
0.00
Shared
0.00
None
4.54K
FORD MTR CO
SOLEShares16.40K
TypeSH
Market value$215.2K
0.22%
Sole
0.00
Shared
0.00
None
16.40K
SCHWAB STRATEGIC TR
SOLEShares8.59K
TypeSH
Market value$206.5K
0.21%
Sole
0.00
Shared
0.00
None
8.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 81.54K | SH | $55.85M 55.84% | 0.00 | 0.00 | 81.54K |
ISHARES TRSOLE | CORE S&P MCP ETF | 229.80K | SH | $15.17M 15.16% | 0.00 | 0.00 | 229.80K |
ISHARES TRSOLE | CORE US AGGBD ET | 73.42K | SH | $7.33M 7.33% | 0.00 | 0.00 | 73.42K |
ISHARES TRSOLE | RUS 1000 ETF | 10.11K | SH | $3.77M 3.77% | 0.00 | 0.00 | 10.11K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 91.90K | SH | $2.58M 2.58% | 0.00 | 0.00 | 91.90K |
ISHARES TRSOLE | NATIONAL MUN ETF | 21.44K | SH | $2.30M 2.30% | 0.00 | 0.00 | 21.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 32.65K | SH | $2.19M 2.19% | 0.00 | 0.00 | 32.65K |
ISHARES TRSOLE | EAFE GRWTH ETF | 18.18K | SH | $2.07M 2.07% | 0.00 | 0.00 | 18.18K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.76K | SH | $1.65M 1.65% | 0.00 | 0.00 | 13.76K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $695.2K 0.70% | 0.00 | 0.00 | 1.43K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.31K | SH | $670.3K 0.67% | 0.00 | 0.00 | 8.31K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.75K | SH | $647.9K 0.65% | 0.00 | 0.00 | 6.75K |
AMAZON COM INCSOLE | COM | 2.56K | SH | $591.4K 0.59% | 0.00 | 0.00 | 2.56K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $576.6K 0.58% | 0.00 | 0.00 | 15.74K |
ALPHABET INCSOLE | CAP STK CL A | 1.74K | SH | $544.9K 0.54% | 0.00 | 0.00 | 1.74K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.39K | SH | $504.7K 0.50% | 0.00 | 0.00 | 3.39K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.13K | SH | $407.0K 0.41% | 0.00 | 0.00 | 2.13K |
ISHARES GOLD TRSOLE | ISHARES NEW | 4.65K | SH | $377.8K 0.38% | 0.00 | 0.00 | 4.65K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 11.95K | SH | $321.6K 0.32% | 0.00 | 0.00 | 11.95K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 12.50K | SH | $292.2K 0.29% | 0.00 | 0.00 | 12.50K |
ISHARES TRSOLE | CORE 40/60 MODER | 6.01K | SH | $287.0K 0.29% | 0.00 | 0.00 | 6.01K |
APPLE INCSOLE | COM | 1.05K | SH | $285.5K 0.29% | 0.00 | 0.00 | 1.05K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 4.54K | SH | $257.6K 0.26% | 0.00 | 0.00 | 4.54K |
FORD MTR COSOLE | COM | 16.40K | SH | $215.2K 0.22% | 0.00 | 0.00 | 16.40K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 8.59K | SH | $206.5K 0.21% | 0.00 | 0.00 | 8.59K |
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