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CIK: 0001536549
Total reported value
$117.0M
$117.0M
25 檔
69.3%
The Q2 2025 SEC filing reveals that Mkd Wealth Coaches, LLC held a total portfolio value of $117.0M, covering 25 public equity positions.
During Q2 2025, Mkd Wealth Coaches, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 69.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 56.38% | +0.95% | +0.66% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 15.33% | +0.33% | +5.83% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.37% | -0.94% | -2.81% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.88% | -0.01% | -4.11% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.51% | -0.21% | +0.01% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.32% | -0.24% | -1.17% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.12% | +0.04% | -2.05% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.12% | -0.06% | -1.52% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.35% | -49.83% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.69% | -0.06% | -2.16% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | -0.30% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.04% | +1.74% | |
| 13 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.56% | -0.03% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.01% | -0.09% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | — | -0.18% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.07% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.33% | -0.10% | -0.06% | |
| 18 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.32% | — | +7.53% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | -0.02% | +2.19% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.02% | — | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.29% | +0.02% | +2.89% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | — | |
| 23 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.25% | -0.01% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.23% | +0.19% | NEW | |
| 25 | F | Ford Motor Co | Stock-Consumer Disc | 0.16% | — | -0.72% |
According to official SEC Form 13F filings, Mkd Wealth Coaches, LLC reported a total U.S. public equity portfolio value of $117.0M across 25 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Mkd Wealth Coaches, LLC's top holdings by market value included IVV (56.4%)、IJH (15.3%)、AGG (7.4%). The largest single position, IVV, represented 56.4% of total portfolio value.
In Q2 2025, Mkd Wealth Coaches, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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