Mkd Wealth Coaches, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.6M
Q ending 2026-03-31
Prior quarter
$100.0M
Q ending 2025-12-31
Change
+1.6% QoQ · +15.0% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $55.5M | 85K |
| Ishares Tr | IJH | Shares | $16.8M | 249K |
| Ishares Tr | AGG | Shares | $7.5M | 75K |
| Ishares Tr | IWB | Shares | $3.6M | 10K |
| Litman Gregory Fds Tr | DBMF | Shares | $2.9M | 96K |
| Ishares Tr | MUB | Shares | $2.3M | 22K |
| Ishares Tr | EFG | Shares | $1.9M | 17K |
| Ishares Inc | IEMG | Shares | $1.9M | 27K |
| Ishares Tr | IJR | Shares | $1.5M | 12K |
| Dell Technologies Inc | DELL | Shares | $1.1M | 7K |
| Ishares Tr | EFA | Shares | $655K | 7K |
| Ishares Tr | HYG | Shares | $641K | 8K |
| Vanguard Index Fds | VUG | Shares | $622K | 1K |
| Innovator Etfs Trust | BUFB | Shares | $565K | 16K |
| Ishares Tr | ITOT | Shares | $483K | 3K |
| Amazon Com Inc | AMZN | Shares | $480K | 2K |
| Vanguard Index Fds | VTV | Shares | $418K | 2K |
| Ishares Gold Tr | IAU | Shares | $410K | 5K |
| Alphabet Inc | GOOGL | Shares | $409K | 1K |
| Schwab Strategic Tr | SCHX | Shares | $310K | 12K |
| Schwab Strategic Tr | SCHZ | Shares | $296K | 13K |
| Apple Inc | AAPL | Shares | $278K | 1K |
| Ishares Tr | AOM | Shares | $269K | 6K |
| Fidelity Covington Trust | FDVV | Shares | $253K | 5K |
| Schwab Strategic Tr | SCHD | Shares | $223K | 7K |
| Schwab Strategic Tr | SCHF | Shares | $215K | 9K |
| Ford Mtr Co | F | Shares | $158K | 14K |
| Gamesquare Hldgs Inc | GAME | Shares | $3K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.