MKD Wealth Coaches, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), MKD Wealth Coaches, LLC reported 31 stock positions worth $117.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 55.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 16.9%) and iShares Core U.S. Aggregate (AGG, 6.4%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 11 and reduced 8. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale an exit from Dell Technologies -C (DELL).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $117.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000500 ↗ filed Jul 14, 2026
Holdings Value
Holdings 31 stocks · $117.0M
| IVV iShares Core S&P 500 ETF | 55.55% | 86,824 | $65.0M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 16.86% | 255,839 | $19.7M | Add +2.8% |
| AGG iShares Core U.S. Aggregate | 6.40% | 75,702 | $7.5M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 3.51% | 10,022 | $4.1M | No change |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.63% | 100,670 | $3.1M | Add +5.0% |
| MUB iShares National Muni Bond E | 2.04% | 22,233 | $2.4M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 1.91% | 26,946 | $2.2M | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.85% | 17,416 | $2.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 14,268 | $2.1M | Add +19.2% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 17,539 | $1.2M | New |
| EFA iShares MSCI Eafe ETF | 0.60% | 6,747 | $701K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.57% | 8,272 | $662K | Add +2.6% |
| BUFB Innovator Ladd Allo Buff ETF | 0.53% | 15,740 | $619K | No change |
| ITOT iShares Core S&P Total U.S. | 0.48% | 3,394 | $558K | No change |
| AMZN Amazon.com Inc. | 0.46% | 2,282 | $544K | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.43% | 1,400 | $500K | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 1,815 | $396K | Reduce -14.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 4,224 | $364K | Reduce -50.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.31% | 15,539 | $359K | Add +21.7% |
| IAU iShares Gold Trust | 0.30% | 4,654 | $351K | No change |
| SCHX Schwab US Large-Cap ETF | 0.29% | 11,693 | $344K | Reduce -3.4% |
| AAPL Apple Inc. | 0.29% | 1,174 | $340K | Add +7.2% |
| AOM iShares Core 40/60 Moderate | 0.26% | 6,118 | $305K | Add +7.7% |
| FDVV Fidelity High Dividend ETF | 0.24% | 4,619 | $278K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 345 | $258K | New |
| SCHD Schwab US DVD Equity ETF | 0.20% | 7,261 | $230K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.19% | 428 | $224K | New |
| SCHF Schwab Intl Equity ETF | 0.19% | 7,859 | $218K | Reduce -9.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 13,700 | $190K | No change |
| MVIS Microvision Inc. | 0.01% | 42,136 | $14K | New |
| GAME Gamesquare Hldgs Inc. | 0.00% | 12,000 | $5K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DELL Dell Technologies -C | Sold out | 0.00% | −1.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -50.6% | 0.31% | −0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.8% | 0.34% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.1% | 1.85% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -9.5% | 0.19% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.4% | 0.29% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.46% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 0.43% | +0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.1% | 1.91% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| VEA Vanguard Ftse Developed ETF | New | 1.07% | +1.07 |
| IVV iShares Core S&P 500 ETF | Add +2.2% | 55.55% | +0.95 |
| IJR iShares Core S&P Small-Cap E | Add +19.2% | 1.81% | +0.34 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 16.86% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.22% | +0.22 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.19% | +0.19 |
| AAPL Apple Inc. | Add +7.2% | 0.29% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +21.7% | 0.31% | +0.02 |
| MVIS Microvision Inc. | New | 0.01% | +0.01 |
| AOM iShares Core 40/60 Moderate | Add +7.7% | 0.26% | −0.00 |
| FDVV Fidelity High Dividend ETF | Add +0.8% | 0.24% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.6% | 0.57% | −0.07 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +5.0% | 2.63% | −0.21 |
| MUB iShares National Muni Bond E | Add +1.9% | 2.04% | −0.23 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 6.40% | −0.94 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $117.0M | IVV, IJH, AGG, IWB, DBMF |
| Q1 2026 | 28 | $101.6M | IVV, IJH, AGG, IWB, DBMF |
| Q4 2025 | 27 | $100.0M | IVV, IJH, AGG, IWB, DBMF |
| Q3 2025 | 26 | $100.4M | IVV, IJH, AGG, IWB, DBMF |
| Q2 2025 | 25 | $94.8M | IVV, IJH, AGG, IWB, DBMF |
| Q1 2025 | 25 | $88.4M | IVV, IJH, AGG, IWB, IJR |
| Q4 2024 | 29 | $98.8M | IVV, IJR, AGG, MUB, IWB |