MKD Wealth Coaches, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), MKD Wealth Coaches, LLC reported 26 stock positions worth $100.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 56.5% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 15.2%) and iShares Core U.S. Aggregate (AGG, 7.3%). Compared with Q2 2025, it opened 1 new position, added to 11 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +24%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $100.4M (Q3 2025)
- SEC Filing
- 0001754960-25-000635 ↗ filed Oct 7, 2025
Holdings Value
Holdings 26 stocks · $100.4M
| IVV iShares Core S&P 500 ETF | 56.52% | 84,758 | $56.7M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 15.17% | 233,309 | $15.2M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 7.29% | 72,969 | $7.3M | Add +3.5% |
| IWB iShares Russell 1000 ETF | 3.68% | 10,111 | $3.7M | Reduce -6.6% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.56% | 93,992 | $2.6M | Add +1.7% |
| MUB iShares National Muni Bond E | 2.26% | 21,299 | $2.3M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 2.20% | 33,492 | $2.2M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 2.06% | 18,177 | $2.1M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 1.63% | 13,775 | $1.6M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.68% | 1,425 | $683K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.67% | 8,325 | $676K | Add +2.5% |
| EFA iShares MSCI Eafe ETF | 0.62% | 6,626 | $619K | No change |
| BUFB Innovator Ladd Allo Buff ETF | 0.56% | 15,740 | $563K | No change |
| AMZN Amazon.com Inc. | 0.56% | 2,562 | $563K | Add +12.3% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 3,394 | $494K | No change |
| GOOGL Alphabet Inc. Class A | 0.42% | 1,741 | $423K | Add +24.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 2,131 | $397K | No change |
| AAPL Apple Inc. | 0.34% | 1,352 | $344K | No change |
| IAU iShares Gold Trust | 0.33% | 4,595 | $334K | Reduce -8.9% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 11,676 | $308K | Add +1.9% |
| AOM iShares Core 40/60 Moderate | 0.28% | 5,976 | $284K | Reduce -8.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 12,096 | $284K | Add +2.8% |
| FDVV Fidelity High Dividend ETF | 0.25% | 4,512 | $251K | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 494 | $229K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.20% | 16,400 | $196K | Add +19.7% |
| GAME Gamesquare Hldgs Inc. | 0.01% | 12,000 | $8K | New |
Portfolio Sells Q2 2025 → Q3 2025
| IWB iShares Russell 1000 ETF | Reduce -6.6% | 3.68% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 15.17% | −0.16 |
| AOM iShares Core 40/60 Moderate | Reduce -8.5% | 0.28% | −0.03 |
| IAU iShares Gold Trust | Reduce -8.9% | 0.33% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 1.63% | +0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 2.20% | +0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 56.52% | +0.14 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +24.4% | 0.42% | +0.16 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +1.7% | 2.56% | +0.05 |
| F Ford Motor Co. | Add +19.7% | 0.20% | +0.04 |
| AMZN Amazon.com Inc. | Add +12.3% | 0.56% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +1.9% | 0.31% | +0.01 |
| GAME Gamesquare Hldgs Inc. | New | 0.01% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +0.7% | 0.25% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.8% | 0.28% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.5% | 0.67% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.4% | 2.06% | −0.05 |
| MUB iShares National Muni Bond E | Add +1.0% | 2.26% | −0.06 |
| AGG iShares Core U.S. Aggregate | Add +3.5% | 7.29% | −0.09 |
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 |