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CIK: 0001536549
Total reported value
$117.0M
$117.0M
28 檔
73.7%
During the Q1 2026 filing period, Mkd Wealth Coaches, LLC (CIK: 0001536549) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $117.0M across 28 reported positions.
Mkd Wealth Coaches, LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 1 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 54.60% | +0.95% | +4.17% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 16.53% | +0.33% | +8.25% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.34% | -0.94% | +2.35% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.52% | -0.01% | -0.84% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.84% | -0.21% | +4.28% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.28% | -0.24% | +1.71% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.91% | -0.06% | -4.08% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | +0.04% | -16.54% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | +0.35% | -13.01% | |
| 10 | DELL | Dell Technologies -c | Stock-Tech | 1.06% | -1.06% | EXIT | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.04% | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | -0.06% | -3.03% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.30% | — | |
| 14 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.56% | -0.03% | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.01% | -10.07% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | -0.07% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.10% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.03% | -18.21% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | -0.02% | +1.24% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.29% | +0.02% | +2.11% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.02% | +4.29% | |
| 23 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.26% | — | -5.49% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.25% | -0.01% | +0.81% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.02% | — | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | -0.02% | +1.14% | |
| 27 | F | Ford Motor Co | Stock-Consumer Disc | 0.16% | — | -16.46% | |
| 28 | GAME | Gamesquare Holdings Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.4% | +8.25% | Add |
| 2 | DBMF | Imgp Dbi Managed Futures Str | +0.3% | +4.28% | Add |
| 3 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 4 | AGG | Ishares Core U.s. Aggregate | 0% | +2.35% | Add |
| 5 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 6 | SCHF | Schwab Intl Equity ETF | — | +1.14% | Add |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | — | +2.11% | Add |
| 8 | GAME | Gamesquare Holdings Inc | — | — | Unchanged |
| 9 | SCHX | Schwab US Large-cap ETF | 0% | +1.24% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 11 | FDVV | Fidelity High Dividend ETF | 0% | +0.81% | Add |
| 12 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 13 | MUB | Ishares National Muni Bond E | 0% | +1.71% | Add |
| 14 | BUFB | Innovator Ladd Allo Buff ETF | 0% | — | Unchanged |
| 15 | AAPL | Apple Inc | 0% | +4.29% | Add |
| 16 | AOM | Ishares Core 40/60 Moderate | 0% | -5.49% | Trim |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -3.03% | Trim |
| 18 | F | Ford Motor Co | -0.1% | -16.46% | Trim |
| 19 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | -0.1% | -10.07% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | -18.21% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -4.08% | Trim |
| 23 | IJR | Ishares Core S&p Small-cap E | -0.2% | -13.01% | Trim |
| 24 | IWB | Ishares Russell 1000 ETF | -0.3% | -0.84% | Trim |
| 25 | IEMG | Ishares Core Msci Emerging | -0.3% | -16.54% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -1.2% | +4.17% | Add |
| 27 | DELL | Dell Technologies -c | — | NEW | New buy |
| 28 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mkd Wealth Coaches, LLC reported a total U.S. public equity portfolio value of $117.0M across 28 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 73.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DELL
市值: $1.1M
Top Position Liquidated / Trimmed
DIA
前期市值: $205.7K
During Q1 2026, Mkd Wealth Coaches, LLC's top holdings by market value included IVV (54.6%)、IJH (16.5%)、AGG (7.3%). The largest single position, IVV, represented 54.6% of total portfolio value.
In Q1 2026, Mkd Wealth Coaches, LLC made 22 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 9 holdings, and fully liquidating 1 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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