MKD Wealth Coaches, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), MKD Wealth Coaches, LLC reported 25 stock positions worth $88.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 54.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 14.6%) and iShares Core U.S. Aggregate (AGG, 8.1%). Compared with Q4 2024, it opened 1 new position, sold out of 5, added to 5 and reduced 9. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +3314%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $88.4M (Q1 2025)
- SEC Filing
- 0001754960-25-000166 ↗ filed Apr 10, 2025
Holdings Value
Holdings 25 stocks · $88.4M
| IVV iShares Core S&P 500 ETF | 54.40% | 85,562 | $48.1M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 14.62% | 221,466 | $12.9M | Add +3314.0% |
| AGG iShares Core U.S. Aggregate | 8.12% | 72,536 | $7.2M | Add +7.5% |
| IWB iShares Russell 1000 ETF | 3.92% | 11,289 | $3.5M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 3.29% | 27,844 | $2.9M | Reduce -84.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.64% | 92,427 | $2.3M | Add +3.5% |
| MUB iShares National Muni Bond E | 2.55% | 21,337 | $2.2M | Reduce -38.0% |
| IEMG iShares Core MSCI Emerging | 2.09% | 34,238 | $1.8M | Reduce -11.3% |
| EFG iShares MSCI Eafe Growth ETF | 2.06% | 18,193 | $1.8M | Reduce -21.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.74% | 8,301 | $655K | Reduce -0.0% |
| EFA iShares MSCI Eafe ETF | 0.60% | 6,513 | $532K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 1,425 | $528K | No change |
| BUFB Innovator Ladd Allo Buff ETF | 0.56% | 15,740 | $495K | No change |
| AMZN Amazon.com Inc. | 0.49% | 2,284 | $435K | No change |
| ITOT iShares Core S&P Total U.S. | 0.47% | 3,400 | $415K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 2,131 | $368K | No change |
| AAPL Apple Inc. | 0.34% | 1,352 | $300K | No change |
| IAU iShares Gold Trust | 0.34% | 5,049 | $298K | Reduce -35.3% |
| AOM iShares Core 40/60 Moderate | 0.30% | 6,071 | $266K | Reduce -23.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 11,434 | $265K | Add +19.3% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 11,209 | $248K | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,400 | $216K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 494 | $207K | No change |
| SCHD Schwab US DVD Equity ETF | 0.23% | 7,261 | $203K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 13,800 | $138K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | Reduce -84.3% | 3.29% | −17.42 |
| MUB iShares National Muni Bond E | Reduce -38.0% | 2.55% | −1.16 |
| THRM Gentherm Inc. | Sold out | 0.00% | −0.75 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.58 |
| USRT iShares Core US REIT ETF | Sold out | 0.00% | −0.24 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -21.4% | 2.06% | −0.21 |
| AOR iShares Core 60/40 Balanced | Sold out | 0.00% | −0.21 |
| SLVP iShares MSCI Global Silver A | Sold out | 0.00% | −0.12 |
| IAU iShares Gold Trust | Reduce -35.3% | 0.34% | −0.05 |
| AOM iShares Core 40/60 Moderate | Reduce -23.4% | 0.30% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.7% | 0.28% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -11.3% | 2.09% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.0% | 0.74% | +0.08 |
| IWB iShares Russell 1000 ETF | Reduce -0.7% | 3.92% | +0.21 |
Portfolio Buys Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | Add +3314.0% | 14.62% | +14.21 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 54.40% | +3.93 |
| AGG iShares Core U.S. Aggregate | Add +7.5% | 8.12% | +1.50 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +3.5% | 2.64% | +0.28 |
| SCHD Schwab US DVD Equity ETF | New | 0.23% | +0.23 |
| SCHZ Schwab US Aggregate Bond ETF | Add +19.3% | 0.30% | +0.08 |
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 |