MKD Wealth Coaches, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), MKD Wealth Coaches, LLC reported 27 stock positions worth $100.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 55.8% 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 Q3 2025, it opened 1 new position, added to 8 and reduced 10. The biggest buy was a new position in Schwab Intl Equity ETF (SCHF) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $100.0M (Q4 2025)
- SEC Filing
- 0001754960-26-000020 ↗ filed Jan 12, 2026
Holdings Value
Holdings 27 stocks · $100.0M
| IVV iShares Core S&P 500 ETF | 55.84% | 81,543 | $55.9M | Reduce -3.8% |
| IJH iShares Core S&P Midcap ETF | 15.16% | 229,801 | $15.2M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 7.33% | 73,424 | $7.3M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 3.77% | 10,107 | $3.8M | Reduce -0.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.58% | 91,904 | $2.6M | Reduce -2.2% |
| MUB iShares National Muni Bond E | 2.30% | 21,441 | $2.3M | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 2.19% | 32,648 | $2.2M | Reduce -2.5% |
| EFG iShares MSCI Eafe Growth ETF | 2.07% | 18,176 | $2.1M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 1.65% | 13,764 | $1.7M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 1,425 | $695K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.67% | 8,314 | $670K | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.65% | 6,747 | $648K | Add +1.8% |
| AMZN Amazon.com Inc. | 0.59% | 2,562 | $591K | No change |
| BUFB Innovator Ladd Allo Buff ETF | 0.58% | 15,740 | $577K | No change |
| GOOGL Alphabet Inc. Class A | 0.54% | 1,741 | $545K | No change |
| ITOT iShares Core S&P Total U.S. | 0.50% | 3,394 | $505K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 2,131 | $407K | No change |
| IAU iShares Gold Trust | 0.38% | 4,654 | $378K | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 11,950 | $322K | Add +2.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 12,502 | $292K | Add +3.4% |
| AOM iShares Core 40/60 Moderate | 0.29% | 6,013 | $287K | Add +0.6% |
| AAPL Apple Inc. | 0.29% | 1,050 | $285K | Reduce -22.3% |
| FDVV Fidelity High Dividend ETF | 0.26% | 4,543 | $258K | Add +0.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.22% | 16,400 | $215K | No change |
| SCHF Schwab Intl Equity ETF | 0.21% | 8,590 | $207K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.21% | 428 | $206K | Reduce -13.4% |
| GAME Gamesquare Hldgs Inc. | 0.00% | 12,000 | $5K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 55.84% | −0.67 |
| AAPL Apple Inc. | Reduce -22.3% | 0.29% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -13.4% | 0.21% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -2.5% | 2.19% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 15.16% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.1% | 0.67% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.0% | 2.07% | +0.01 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -2.2% | 2.58% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 1.65% | +0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 3.77% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHF Schwab Intl Equity ETF | New | 0.21% | +0.21 |
| IAU iShares Gold Trust | Add +1.3% | 0.38% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +0.6% | 7.33% | +0.04 |
| MUB iShares National Muni Bond E | Add +0.7% | 2.30% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +1.8% | 0.65% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +2.4% | 0.32% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.4% | 0.29% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +0.7% | 0.26% | +0.01 |
| AOM iShares Core 40/60 Moderate | Add +0.6% | 0.29% | +0.00 |
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 |