MKD Wealth Coaches, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), MKD Wealth Coaches, LLC reported 28 stock positions worth $101.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 54.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 16.5%) and iShares Core U.S. Aggregate (AGG, 7.3%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 10 and reduced 9. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +8%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001536549
- Portfolio Value
- $101.6M (Q1 2026)
- SEC Filing
- 0001754960-26-000228 ↗ filed Apr 13, 2026
Holdings Value
Holdings 28 stocks · $101.6M
| IVV iShares Core S&P 500 ETF | 54.60% | 84,945 | $55.5M | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 16.53% | 248,765 | $16.8M | Add +8.3% |
| AGG iShares Core U.S. Aggregate | 7.34% | 75,146 | $7.5M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 3.52% | 10,022 | $3.6M | Reduce -0.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.84% | 95,835 | $2.9M | Add +4.3% |
| MUB iShares National Muni Bond E | 2.28% | 21,808 | $2.3M | Add +1.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.91% | 17,434 | $1.9M | Reduce -4.1% |
| IEMG iShares Core MSCI Emerging | 1.87% | 27,249 | $1.9M | Reduce -16.5% |
| IJR iShares Core S&P Small-Cap E | 1.46% | 11,973 | $1.5M | Reduce -13.0% |
| DELL Dell Technologies -C | 1.06% | 6,554 | $1.1M | New |
| EFA iShares MSCI Eafe ETF | 0.64% | 6,747 | $655K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.63% | 8,062 | $641K | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 1,425 | $622K | No change |
| BUFB Innovator Ladd Allo Buff ETF | 0.56% | 15,740 | $565K | No change |
| ITOT iShares Core S&P Total U.S. | 0.48% | 3,394 | $483K | No change |
| AMZN Amazon.com Inc. | 0.47% | 2,304 | $480K | Reduce -10.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 2,131 | $418K | No change |
| IAU iShares Gold Trust | 0.40% | 4,654 | $410K | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 1,424 | $409K | Reduce -18.2% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 12,098 | $310K | Add +1.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 12,766 | $296K | Add +2.1% |
| AAPL Apple Inc. | 0.27% | 1,095 | $278K | Add +4.3% |
| AOM iShares Core 40/60 Moderate | 0.26% | 5,683 | $269K | Reduce -5.5% |
| FDVV Fidelity High Dividend ETF | 0.25% | 4,580 | $253K | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 7,261 | $223K | New |
| SCHF Schwab Intl Equity ETF | 0.21% | 8,688 | $215K | Add +1.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 13,700 | $158K | Reduce -16.5% |
| GAME Gamesquare Hldgs Inc. | 0.00% | 12,000 | $3K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Reduce -16.5% | 1.87% | −0.32 |
| IWB iShares Russell 1000 ETF | Reduce -0.8% | 3.52% | −0.26 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.0% | 1.46% | −0.19 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.1% | 1.91% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -18.2% | 0.40% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -10.1% | 0.47% | −0.12 |
| F Ford Motor Co. | Reduce -16.5% | 0.16% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.0% | 0.63% | −0.04 |
| AOM iShares Core 40/60 Moderate | Reduce -5.5% | 0.26% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| IJH iShares Core S&P Midcap ETF | Add +8.3% | 16.53% | +1.37 |
| DELL Dell Technologies -C | New | 1.06% | +1.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +4.3% | 2.84% | +0.26 |
| SCHD Schwab US DVD Equity ETF | New | 0.22% | +0.22 |
| AGG iShares Core U.S. Aggregate | Add +2.4% | 7.34% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.1% | 0.21% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.1% | 0.29% | −0.00 |
| FDVV Fidelity High Dividend ETF | Add +0.8% | 0.25% | −0.01 |
| AAPL Apple Inc. | Add +4.3% | 0.27% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.2% | 0.31% | −0.02 |
| MUB iShares National Muni Bond E | Add +1.7% | 2.28% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 54.60% | −1.24 |
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 |