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CIK: 0001536549
Total reported value
$120.9M
$120.9M
31 檔
82.2%
As reported in its official Q2 2026 Form 13F filing, Mkd Wealth Coaches, LLC's tracked investment portfolio stood at $120.9M with 31 total positions.
In Q2 2026, Mkd Wealth Coaches, LLC displayed an active expansion posture, initiating 4 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 55.55% | +0.59% | +2.21% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 16.85% | -1.11% | +2.84% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.40% | -0.33% | +0.74% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.51% | -0.06% | — | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.63% | +0.13% | +5.05% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | -0.16% | +1.95% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | -0.11% | -1.11% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.85% | -0.14% | -0.10% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | -0.17% | +19.17% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | +0.13% | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.02% | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.57% | -0.03% | +2.60% | |
| 13 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.53% | -0.01% | — | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | -0.01% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -0.95% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | -1.69% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | -0.02% | -14.83% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | +196.42% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.31% | -0.02% | +21.72% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.12% | — | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | — | -3.35% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.08% | +7.21% | |
| 23 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.26% | -0.03% | +7.65% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.24% | -0.05% | +0.85% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | — | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.20% | — | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.19% | -0.01% | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.19% | -0.01% | -9.54% | |
| 29 | F | Ford Motor Co | Stock-Consumer Disc | 0.16% | -0.02% | — | |
| 30 | MVIS | Microvision Inc | Stock-Other | 0.01% | -0.01% | EXIT | |
| 31 | GAME | Gamesquare Holdings Inc | Stock-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.1% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +1% | +2.21% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.4% | +19.17% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2.84% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | NEW | New buy |
| 7 | IEMG | Ishares Core Msci Emerging | 0% | -1.11% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | 0% | -1.69% | Trim |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +21.72% | Add |
| 10 | AAPL | Apple Inc | 0% | +7.21% | Add |
| 11 | MVIS | Microvision Inc | 0% | NEW | New buy |
| 12 | ITOT | Ishares Core S&p Total U.s. | — | — | Unchanged |
| 13 | AOM | Ishares Core 40/60 Moderate | — | +7.65% | Add |
| 14 | F | Ford Motor Co | — | — | Unchanged |
| 15 | GAME | Gamesquare Holdings Inc | — | — | Unchanged |
| 16 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | -0.95% | Trim |
| 18 | FDVV | Fidelity High Dividend ETF | 0% | +0.85% | Add |
| 19 | SCHX | Schwab US Large-cap ETF | 0% | -3.35% | Trim |
| 20 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | -9.54% | Trim |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | 0% | — | Unchanged |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 24 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -0.10% | Trim |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +2.60% | Add |
| 26 | VTV | Vanguard Value ETF | -0.1% | -14.83% | Trim |
| 27 | IAU | Ishares Gold Trust | -0.1% | — | Unchanged |
| 28 | DBMF | Imgp Dbi Managed Futures Str | -0.2% | +5.05% | Add |
| 29 | MUB | Ishares National Muni Bond E | -0.2% | +1.95% | Add |
| 30 | VUG | Vanguard Growth ETF | -0.3% | +196.42% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.9% | +0.74% | Add |
| 32 | DELL | Dell Technologies -c | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Mkd Wealth Coaches, LLC reported a total U.S. public equity portfolio value of $120.9M across 31 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 82.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
VEA
市值: $1.2M
Top Position Liquidated / Trimmed
DELL
前期市值: $1.1M
During Q2 2026, Mkd Wealth Coaches, LLC's top holdings by market value included IVV (55.5%)、IJH (16.9%)、AGG (6.4%). The largest single position, IVV, represented 55.5% of total portfolio value.
In Q2 2026, Mkd Wealth Coaches, LLC made 24 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 7 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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