MKD WEALTH COACHES, LLC
CIK: 1536549SEC EDGAR →
Portfolio Value
$37.8B
Holdings
31
As of
Q2 2026
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 255,839 | $19.7B | 52.19% |
| 2 | ISHARES TR | 75,702 | $7.5B | 19.82% |
| 3 | LITMAN GREGORY FDS TR | 100,670 | $3.1B | 8.15% |
| 4 | ISHARES INC | 26,946 | $2.2B | 5.90% |
| 5 | VANGUARD TAX-MANAGED FDS | 17,539 | $1.2B | 3.31% |
| 6 | ISHARES TR | 8,272 | $661.6M | 1.75% |
| 7 | INNOVATOR ETFS TRUST | 15,740 | $618.7M | 1.64% |
| 8 | VANGUARD INDEX FDS | 4,224 | $363.9M | 0.96% |
| 9 | SCHWAB STRATEGIC TR | 15,539 | $359.4M | 0.95% |
| 10 | ISHARES GOLD TR | 4,654 | $351.4M | 0.93% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $37.2B | 98.5% |
| Unknown | 2 | $356.2M | 0.9% |
| Consumer Cyclical | 2 | $191.0M | 0.5% |
| Technology | 2 | $14.1M | 0.0% |
| Communication Services | 1 | $500K | 0.0% |