Filed: 7/14/2026ACC: 0001754960-26-000500
📋 What this filing means
MKD WEALTH COACHES, LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $117.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$117.04M
Total AUM (reported)
798.86K
Total Shares
Allocation by class
CORE S&P500 ETF$65.02M55.6%
CORE S&P MCP ETF$19.73M16.9%
CORE US AGGBD ET$7.49M6.4%
RUS 1000 ETF$4.10M3.5%
IMGP DBI MAN ETF$3.08M2.6%
NATIONAL MUN ETF$2.39M2.0%
CORE MSCI EMKT$2.23M1.9%
Portfolio Concentration
Top 3$92.24M78.8%
4–10$17.34M14.8%
11–25$6.58M5.6%
Rest$880.5K0.8%
Top 3 weight
78.8%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 798.86K
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
798.86K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:
ISHARES TR
SOLEShares86.82K
TypeSH
Market value$65.02M
55.55%
Sole
0.00
Shared
0.00
None
86.82K
ISHARES TR
SOLEShares255.84K
TypeSH
Market value$19.73M
16.85%
Sole
0.00
Shared
0.00
None
255.84K
ISHARES TR
SOLEShares75.70K
TypeSH
Market value$7.49M
6.40%
Sole
0.00
Shared
0.00
None
75.70K
ISHARES TR
SOLEShares10.02K
TypeSH
Market value$4.10M
3.51%
Sole
0.00
Shared
0.00
None
10.02K
LITMAN GREGORY FDS TR
SOLEShares100.67K
TypeSH
Market value$3.08M
2.63%
Sole
0.00
Shared
0.00
None
100.67K
ISHARES TR
SOLEShares22.23K
TypeSH
Market value$2.39M
2.04%
Sole
0.00
Shared
0.00
None
22.23K
ISHARES INC
SOLEShares26.95K
TypeSH
Market value$2.23M
1.91%
Sole
0.00
Shared
0.00
None
26.95K
ISHARES TR
SOLEShares17.42K
TypeSH
Market value$2.17M
1.85%
Sole
0.00
Shared
0.00
None
17.42K
ISHARES TR
SOLEShares14.27K
TypeSH
Market value$2.12M
1.81%
Sole
0.00
Shared
0.00
None
14.27K
VANGUARD TAX-MANAGED FDS
SOLEShares17.54K
TypeSH
Market value$1.25M
1.07%
Sole
0.00
Shared
0.00
None
17.54K
ISHARES TR
SOLEShares6.75K
TypeSH
Market value$700.9K
0.60%
Sole
0.00
Shared
0.00
None
6.75K
ISHARES TR
SOLEShares8.27K
TypeSH
Market value$661.6K
0.57%
Sole
0.00
Shared
0.00
None
8.27K
INNOVATOR ETFS TRUST
SOLEShares15.74K
TypeSH
Market value$618.7K
0.53%
Sole
0.00
Shared
0.00
None
15.74K
ISHARES TR
SOLEShares3.39K
TypeSH
Market value$557.5K
0.48%
Sole
0.00
Shared
0.00
None
3.39K
AMAZON COM INC
SOLEShares2.28K
TypeSH
Market value$543.9K
0.46%
Sole
0.00
Shared
0.00
None
2.28K
ALPHABET INC
SOLEShares1.40K
TypeSH
Market value$500.3K
0.43%
Sole
0.00
Shared
0.00
None
1.40K
VANGUARD INDEX FDS
SOLEShares1.81K
TypeSH
Market value$395.5K
0.34%
Sole
0.00
Shared
0.00
None
1.81K
VANGUARD INDEX FDS
SOLEShares4.22K
TypeSH
Market value$363.9K
0.31%
Sole
0.00
Shared
0.00
None
4.22K
SCHWAB STRATEGIC TR
SOLEShares15.54K
TypeSH
Market value$359.4K
0.31%
Sole
0.00
Shared
0.00
None
15.54K
ISHARES GOLD TR
SOLEShares4.65K
TypeSH
Market value$351.4K
0.30%
Sole
0.00
Shared
0.00
None
4.65K
SCHWAB STRATEGIC TR
SOLEShares11.69K
TypeSH
Market value$344.1K
0.29%
Sole
0.00
Shared
0.00
None
11.69K
APPLE INC
SOLEShares1.17K
TypeSH
Market value$339.7K
0.29%
Sole
0.00
Shared
0.00
None
1.17K
ISHARES TR
SOLEShares6.12K
TypeSH
Market value$305.2K
0.26%
Sole
0.00
Shared
0.00
None
6.12K
FIDELITY COVINGTON TRUST
SOLEShares4.62K
TypeSH
Market value$278.5K
0.24%
Sole
0.00
Shared
0.00
None
4.62K
STATE STR SPDR S&P 500 ETF T
SOLEShares345.00
TypeSH
Market value$257.6K
0.22%
Sole
0.00
Shared
0.00
None
345.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 86.82K | SH | $65.02M 55.55% | 0.00 | 0.00 | 86.82K |
ISHARES TRSOLE | CORE S&P MCP ETF | 255.84K | SH | $19.73M 16.85% | 0.00 | 0.00 | 255.84K |
ISHARES TRSOLE | CORE US AGGBD ET | 75.70K | SH | $7.49M 6.40% | 0.00 | 0.00 | 75.70K |
ISHARES TRSOLE | RUS 1000 ETF | 10.02K | SH | $4.10M 3.51% | 0.00 | 0.00 | 10.02K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MAN ETF | 100.67K | SH | $3.08M 2.63% | 0.00 | 0.00 | 100.67K |
ISHARES TRSOLE | NATIONAL MUN ETF | 22.23K | SH | $2.39M 2.04% | 0.00 | 0.00 | 22.23K |
ISHARES INCSOLE | CORE MSCI EMKT | 26.95K | SH | $2.23M 1.91% | 0.00 | 0.00 | 26.95K |
ISHARES TRSOLE | EAFE GRWTH ETF | 17.42K | SH | $2.17M 1.85% | 0.00 | 0.00 | 17.42K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.27K | SH | $2.12M 1.81% | 0.00 | 0.00 | 14.27K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 17.54K | SH | $1.25M 1.07% | 0.00 | 0.00 | 17.54K |
ISHARES TRSOLE | MSCI EAFE ETF | 6.75K | SH | $700.9K 0.60% | 0.00 | 0.00 | 6.75K |
ISHARES TRSOLE | IBOXX HI YD ETF | 8.27K | SH | $661.6K 0.57% | 0.00 | 0.00 | 8.27K |
INNOVATOR ETFS TRUSTSOLE | LADDERED ALC BFR | 15.74K | SH | $618.7K 0.53% | 0.00 | 0.00 | 15.74K |
ISHARES TRSOLE | CORE S&P TTL STK | 3.39K | SH | $557.5K 0.48% | 0.00 | 0.00 | 3.39K |
AMAZON COM INCSOLE | COM | 2.28K | SH | $543.9K 0.46% | 0.00 | 0.00 | 2.28K |
ALPHABET INCSOLE | CAP STK CL A | 1.40K | SH | $500.3K 0.43% | 0.00 | 0.00 | 1.40K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.81K | SH | $395.5K 0.34% | 0.00 | 0.00 | 1.81K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.22K | SH | $363.9K 0.31% | 0.00 | 0.00 | 4.22K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 15.54K | SH | $359.4K 0.31% | 0.00 | 0.00 | 15.54K |
ISHARES GOLD TRSOLE | ISHARES NEW | 4.65K | SH | $351.4K 0.30% | 0.00 | 0.00 | 4.65K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 11.69K | SH | $344.1K 0.29% | 0.00 | 0.00 | 11.69K |
APPLE INCSOLE | COM | 1.17K | SH | $339.7K 0.29% | 0.00 | 0.00 | 1.17K |
ISHARES TRSOLE | CORE 40 MODE ETF | 6.12K | SH | $305.2K 0.26% | 0.00 | 0.00 | 6.12K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 4.62K | SH | $278.5K 0.24% | 0.00 | 0.00 | 4.62K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 345.00 | SH | $257.6K 0.22% | 0.00 | 0.00 | 345.00 |
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