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 $117.0M across 31 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($65.0M, 55.55%), IJH ($19.7M, 16.85%), AGG ($7.5M, 6.40%), IWB ($4.1M, 3.51%), DBMF ($3.1M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.0M | 55.55% | 86,824 | Added |
| 2 | IJH | ISHARES TR | $19.7M | 16.85% | 255,839 | Added |
| 3 | AGG | ISHARES TR | $7.5M | 6.40% | 75,702 | Added |
| 4 | IWB | ISHARES TR | $4.1M | 3.51% | 10,022 | Hold |
| 5 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 2.63% | 100,670 | Added |
| 6 | MUB | ISHARES TR | $2.4M | 2.04% | 22,233 | Added |
| 7 | IEMG | ISHARES INC | $2.2M | 1.91% | 26,946 | Trimmed |
| 8 | EFG | ISHARES TR | $2.2M | 1.85% | 17,416 | Trimmed |
| 9 | IJR | ISHARES TR | $2.1M | 1.81% | 14,268 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 1.07% | 17,539 | New |
| 11 | EFA | ISHARES TR | $700,864 | 0.60% | 6,747 | Hold |
| 12 | HYG | ISHARES TR | $661,551 | 0.57% | 8,272 | Added |
| 13 | BUFB | INNOVATOR ETFS TRUST | $618,739 | 0.53% | 15,740 | Hold |
| 14 | ITOT | ISHARES TR | $557,532 | 0.48% | 3,394 | Hold |
| 15 | AMZN | AMAZON COM INC | $543,892 | 0.46% | 2,282 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $500,318 | 0.43% | 1,400 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $395,543 | 0.34% | 1,815 | Trimmed |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $359,415 | 0.31% | 15,539 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $363,855 | 0.31% | 4,224 | Added |
| 20 | IAU | ISHARES GOLD TR | $351,424 | 0.30% | 4,654 | Hold |
| 21 | AAPL | APPLE INC | $339,749 | 0.29% | 1,174 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $344,120 | 0.29% | 11,693 | Trimmed |
| 23 | AOM | ISHARES TR | $305,235 | 0.26% | 6,118 | Added |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $278,461 | 0.24% | 4,619 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $257,636 | 0.22% | 345 | New |
Source: SEC Form 13F filings · as of 2026-06-30