Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MKD WEALTH COACHES, LLC (CIK 1536549) reported $101.6M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($55.5M, 54.60%), IJH ($16.8M, 16.53%), AGG ($7.5M, 7.34%), IWB ($3.6M, 3.52%), DBMF ($2.9M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $55.5M | 54.60% | 84,945 | Added |
| 2 | IJH | ISHARES TR | $16.8M | 16.53% | 248,765 | Added |
| 3 | AGG | ISHARES TR | $7.5M | 7.34% | 75,146 | Added |
| 4 | IWB | ISHARES TR | $3.6M | 3.52% | 10,022 | Trimmed |
| 5 | DBMF | LITMAN GREGORY FDS TR | $2.9M | 2.84% | 95,835 | Added |
| 6 | MUB | ISHARES TR | $2.3M | 2.28% | 21,808 | Added |
| 7 | EFG | ISHARES TR | $1.9M | 1.91% | 17,434 | Trimmed |
| 8 | IEMG | ISHARES INC | $1.9M | 1.87% | 27,249 | Trimmed |
| 9 | IJR | ISHARES TR | $1.5M | 1.46% | 11,973 | Trimmed |
| 10 | DELL | DELL TECHNOLOGIES INC | $1.1M | 1.06% | 6,554 | New |
| 11 | EFA | ISHARES TR | $655,323 | 0.64% | 6,747 | Hold |
| 12 | HYG | ISHARES TR | $641,426 | 0.63% | 8,062 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $622,426 | 0.61% | 1,425 | Hold |
| 14 | BUFB | INNOVATOR ETFS TRUST | $565,223 | 0.56% | 15,740 | Hold |
| 15 | ITOT | ISHARES TR | $483,407 | 0.48% | 3,394 | Hold |
| 16 | AMZN | AMAZON COM INC | $479,854 | 0.47% | 2,304 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $418,102 | 0.41% | 2,131 | Hold |
| 18 | IAU | ISHARES GOLD TR | $410,297 | 0.40% | 4,654 | Hold |
| 19 | GOOGL | ALPHABET INC | $409,485 | 0.40% | 1,424 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $310,190 | 0.31% | 12,098 | Added |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $296,433 | 0.29% | 12,766 | Added |
| 22 | AAPL | APPLE INC | $277,936 | 0.27% | 1,095 | Added |
| 23 | AOM | ISHARES TR | $269,187 | 0.26% | 5,683 | Trimmed |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $252,973 | 0.25% | 4,580 | Added |
| 25 | SCHD | SCHWAB STRATEGIC TR | $222,776 | 0.22% | 7,261 | New |
Source: SEC Form 13F filings · as of 2026-03-31