MKD Wealth Coaches, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), MKD Wealth Coaches, LLC reported 29 stock positions worth $98.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 50.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 20.7%) and iShares Core U.S. Aggregate (AGG, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $98.8M (Q4 2024)
- SEC Filing
- 0001754960-25-000100 ↗ filed Feb 5, 2025
Holdings Value
Holdings 29 stocks · $98.8M
| IVV iShares Core S&P 500 ETF | 50.48% | 84,703 | $49.9M | — |
| IJR iShares Core S&P Small-Cap E | 20.71% | 177,573 | $20.5M | — |
| AGG iShares Core U.S. Aggregate | 6.62% | 67,480 | $6.5M | — |
| MUB iShares National Muni Bond E | 3.71% | 34,391 | $3.7M | — |
| IWB iShares Russell 1000 ETF | 3.71% | 11,372 | $3.7M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.37% | 89,347 | $2.3M | — |
| EFG iShares MSCI Eafe Growth ETF | 2.27% | 23,145 | $2.2M | — |
| IEMG iShares Core MSCI Emerging | 2.04% | 38,590 | $2.0M | — |
| THRM Gentherm Inc. | 0.75% | 18,618 | $743K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.66% | 8,302 | $653K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.59% | 1,425 | $585K | — |
| IWM iShares Russell 2000 ETF | 0.58% | 2,613 | $577K | — |
| BUFB Innovator Ladd Allo Buff ETF | 0.51% | 15,740 | $508K | — |
| AMZN Amazon.com Inc. | 0.51% | 2,284 | $501K | — |
| EFA iShares MSCI Eafe ETF | 0.50% | 6,513 | $492K | — |
| ITOT iShares Core S&P Total U.S. | 0.44% | 3,400 | $437K | — |
| IJH iShares Core S&P Midcap ETF | 0.41% | 6,487 | $404K | — |
| IAU iShares Gold Trust | 0.39% | 7,801 | $386K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 2,131 | $361K | — |
| AOM iShares Core 40/60 Moderate | 0.35% | 7,925 | $344K | — |
| AAPL Apple Inc. | 0.34% | 1,352 | $339K | — |
| SCHX Schwab US Large-Cap ETF | 0.29% | 12,278 | $285K | — |
| GOOGL Alphabet Inc. Class A | 0.27% | 1,400 | $265K | — |
| USRT iShares Core US REIT ETF | 0.24% | 4,056 | $232K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 9,587 | $218K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.21% | 494 | $210K | — |
| AOR iShares Core 60/40 Balanced | 0.21% | 3,580 | $205K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.14% | 13,800 | $137K | — |
| SLVP iShares MSCI Global Silver A | 0.12% | 10,185 | $118K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |