Filed: 4/13/2026ACC: 0001754960-26-000228
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $101.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$101.62M
Total AUM (reported)
723.48K
Total Shares
Allocation by class
CORE S&P500 ETF$55.49M54.6%
CORE S&P MCP ETF$16.80M16.5%
CORE US AGGBD ET$7.46M7.3%
RUS 1000 ETF$3.57M3.5%
IMGP DBI MANAGED$2.89M2.8%
NATIONAL MUN ETF$2.31M2.3%
EAFE GRWTH ETF$1.94M1.9%
Portfolio Concentration
Top 3$79.75M78.5%
4–10$15.18M14.9%
11–25$6.32M6.2%
Rest$376.4K0.4%
Top 3 weight
78.5%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 723.48K
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
723.48K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings28
Rows:
ISHARES TR
SOLEShares84.94K
TypeSH
Market value$55.49M
54.60%
Sole
0.00
Shared
0.00
None
84.94K
ISHARES TR
SOLEShares248.76K
TypeSH
Market value$16.80M
16.53%
Sole
0.00
Shared
0.00
None
248.76K
ISHARES TR
SOLEShares75.15K
TypeSH
Market value$7.46M
7.34%
Sole
0.00
Shared
0.00
None
75.15K
ISHARES TR
SOLEShares10.02K
TypeSH
Market value$3.57M
3.52%
Sole
0.00
Shared
0.00
None
10.02K
LITMAN GREGORY FDS TR
SOLEShares95.83K
TypeSH
Market value$2.89M
2.84%
Sole
0.00
Shared
0.00
None
95.83K
ISHARES TR
SOLEShares21.81K
TypeSH
Market value$2.31M
2.28%
Sole
0.00
Shared
0.00
None
21.81K
ISHARES TR
SOLEShares17.43K
TypeSH
Market value$1.94M
1.91%
Sole
0.00
Shared
0.00
None
17.43K
ISHARES INC
SOLEShares27.25K
TypeSH
Market value$1.90M
1.87%
Sole
0.00
Shared
0.00
None
27.25K
ISHARES TR
SOLEShares11.97K
TypeSH
Market value$1.49M
1.46%
Sole
0.00
Shared
0.00
None
11.97K
DELL TECHNOLOGIES INC
SOLEShares6.55K
TypeSH
Market value$1.08M
1.06%
Sole
0.00
Shared
0.00
None
6.55K
ISHARES TR
SOLEShares6.75K
TypeSH
Market value$655.3K
0.64%
Sole
0.00
Shared
0.00
None
6.75K
ISHARES TR
SOLEShares8.06K
TypeSH
Market value$641.4K
0.63%
Sole
0.00
Shared
0.00
None
8.06K
VANGUARD INDEX FDS
SOLEShares1.43K
TypeSH
Market value$622.4K
0.61%
Sole
0.00
Shared
0.00
None
1.43K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$565.2K
0.56%
Sole
0.00
Shared
0.00
None
15.74K
ISHARES TR
SOLEShares3.39K
TypeSH
Market value$483.4K
0.48%
Sole
0.00
Shared
0.00
None
3.39K
AMAZON COM INC
SOLEShares2.30K
TypeSH
Market value$479.9K
0.47%
Sole
0.00
Shared
0.00
None
2.30K
VANGUARD INDEX FDS
SOLEShares2.13K
TypeSH
Market value$418.1K
0.41%
Sole
0.00
Shared
0.00
None
2.13K
ISHARES GOLD TR
SOLEShares4.65K
TypeSH
Market value$410.3K
0.40%
Sole
0.00
Shared
0.00
None
4.65K
ALPHABET INC
SOLEShares1.42K
TypeSH
Market value$409.5K
0.40%
Sole
0.00
Shared
0.00
None
1.42K
SCHWAB STRATEGIC TR
SOLEShares12.10K
TypeSH
Market value$310.2K
0.31%
Sole
0.00
Shared
0.00
None
12.10K
SCHWAB STRATEGIC TR
SOLEShares12.77K
TypeSH
Market value$296.4K
0.29%
Sole
0.00
Shared
0.00
None
12.77K
APPLE INC
SOLEShares1.09K
TypeSH
Market value$277.9K
0.27%
Sole
0.00
Shared
0.00
None
1.09K
ISHARES TR
SOLEShares5.68K
TypeSH
Market value$269.2K
0.26%
Sole
0.00
Shared
0.00
None
5.68K
FIDELITY COVINGTON TRUST
SOLEShares4.58K
TypeSH
Market value$253.0K
0.25%
Sole
0.00
Shared
0.00
None
4.58K
SCHWAB STRATEGIC TR
SOLEShares7.26K
TypeSH
Market value$222.8K
0.22%
Sole
0.00
Shared
0.00
None
7.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 84.94K | SH | $55.49M 54.60% | 0.00 | 0.00 | 84.94K |
ISHARES TRSOLE | CORE S&P MCP ETF | 248.76K | SH | $16.80M 16.53% | 0.00 | 0.00 | 248.76K |
ISHARES TRSOLE | CORE US AGGBD ET | 75.15K | SH | $7.46M 7.34% | 0.00 | 0.00 | 75.15K |
ISHARES TRSOLE | RUS 1000 ETF | 10.02K | SH | $3.57M 3.52% | 0.00 | 0.00 | 10.02K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 95.83K | SH | $2.89M 2.84% | 0.00 | 0.00 | 95.83K |
ISHARES TRSOLE | NATIONAL MUN ETF | 21.81K | SH | $2.31M 2.28% | 0.00 | 0.00 | 21.81K |
ISHARES TRSOLE | EAFE GRWTH ETF | 17.43K | SH | $1.94M 1.91% | 0.00 | 0.00 | 17.43K |
ISHARES INCSOLE | CORE MSCI EMKT | 27.25K | SH | $1.90M 1.87% | 0.00 | 0.00 | 27.25K |
ISHARES TRSOLE | CORE S&P SCP ETF | 11.97K | SH | $1.49M 1.46% | 0.00 | 0.00 | 11.97K |
DELL TECHNOLOGIES INCSOLE | CL C | 6.55K | SH | $1.08M 1.06% | 0.00 | 0.00 | 6.55K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.75K | SH | $655.3K 0.64% | 0.00 | 0.00 | 6.75K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.06K | SH | $641.4K 0.63% | 0.00 | 0.00 | 8.06K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.43K | SH | $622.4K 0.61% | 0.00 | 0.00 | 1.43K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $565.2K 0.56% | 0.00 | 0.00 | 15.74K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.39K | SH | $483.4K 0.48% | 0.00 | 0.00 | 3.39K |
AMAZON COM INCSOLE | COM | 2.30K | SH | $479.9K 0.47% | 0.00 | 0.00 | 2.30K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.13K | SH | $418.1K 0.41% | 0.00 | 0.00 | 2.13K |
ISHARES GOLD TRSOLE | ISHARES NEW | 4.65K | SH | $410.3K 0.40% | 0.00 | 0.00 | 4.65K |
ALPHABET INCSOLE | CAP STK CL A | 1.42K | SH | $409.5K 0.40% | 0.00 | 0.00 | 1.42K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 12.10K | SH | $310.2K 0.31% | 0.00 | 0.00 | 12.10K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 12.77K | SH | $296.4K 0.29% | 0.00 | 0.00 | 12.77K |
APPLE INCSOLE | COM | 1.09K | SH | $277.9K 0.27% | 0.00 | 0.00 | 1.09K |
ISHARES TRSOLE | CORE 40/60 MODER | 5.68K | SH | $269.2K 0.26% | 0.00 | 0.00 | 5.68K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 4.58K | SH | $253.0K 0.25% | 0.00 | 0.00 | 4.58K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 7.26K | SH | $222.8K 0.22% | 0.00 | 0.00 | 7.26K |
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