MKD Wealth Coaches, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), MKD Wealth Coaches, LLC reported 25 stock positions worth $94.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 56.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 15.3%) and iShares Core U.S. Aggregate (AGG, 7.4%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 11. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $94.8M (Q2 2025)
- SEC Filing
- 0001754960-25-000352 ↗ filed Jul 11, 2025
Holdings Value
Holdings 25 stocks · $94.8M
| IVV iShares Core S&P 500 ETF | 56.38% | 86,123 | $53.5M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 15.33% | 234,382 | $14.5M | Add +5.8% |
| AGG iShares Core U.S. Aggregate | 7.37% | 70,497 | $7.0M | Reduce -2.8% |
| IWB iShares Russell 1000 ETF | 3.88% | 10,825 | $3.7M | Reduce -4.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.51% | 92,434 | $2.4M | Add +0.0% |
| MUB iShares National Muni Bond E | 2.32% | 21,087 | $2.2M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 2.12% | 33,537 | $2.0M | Reduce -2.0% |
| EFG iShares MSCI Eafe Growth ETF | 2.12% | 17,917 | $2.0M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 1.61% | 13,970 | $1.5M | Reduce -49.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.69% | 8,122 | $655K | Reduce -2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.66% | 1,425 | $625K | No change |
| EFA iShares MSCI Eafe ETF | 0.62% | 6,626 | $592K | Add +1.7% |
| BUFB Innovator Ladd Allo Buff ETF | 0.56% | 15,740 | $533K | No change |
| AMZN Amazon.com Inc. | 0.53% | 2,282 | $501K | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.48% | 3,394 | $458K | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 2,131 | $377K | No change |
| IAU iShares Gold Trust | 0.33% | 5,046 | $315K | Reduce -0.1% |
| AOM iShares Core 40/60 Moderate | 0.32% | 6,528 | $301K | Add +7.5% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 11,455 | $280K | Add +2.2% |
| AAPL Apple Inc. | 0.29% | 1,352 | $277K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 11,764 | $273K | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,400 | $247K | No change |
| FDVV Fidelity High Dividend ETF | 0.25% | 4,481 | $233K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 494 | $218K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 13,700 | $149K | Reduce -0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -49.8% | 1.61% | −1.69 |
| AGG iShares Core U.S. Aggregate | Reduce -2.8% | 7.37% | −0.75 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.23 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 2.32% | −0.22 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.2% | 0.69% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -4.1% | 3.88% | −0.04 |
| IAU iShares Gold Trust | Reduce -0.1% | 0.33% | −0.01 |
| F Ford Motor Co. | Reduce -0.7% | 0.16% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.2% | 0.48% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -2.0% | 2.12% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.53% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.5% | 2.12% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +0.7% | 56.38% | +1.98 |
| IJH iShares Core S&P Midcap ETF | Add +5.8% | 15.33% | +0.70 |
| FDVV Fidelity High Dividend ETF | New | 0.25% | +0.25 |
| EFA iShares MSCI Eafe ETF | Add +1.7% | 0.62% | +0.02 |
| AOM iShares Core 40/60 Moderate | Add +7.5% | 0.32% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2.2% | 0.30% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.9% | 0.29% | −0.01 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +0.0% | 2.51% | −0.13 |
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 |