Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $65M | 55.6% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $19.7M | 16.9% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $7.49M | 6.4% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $4.1M | 3.5% |
| Litman Gregory Fds TRIMGP DBI MAN ETF | IMGP DBI MAN ETF | $3.08M | 2.6% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $2.39M | 2.0% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.23M | 1.9% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $2.17M | 1.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $2.12M | 1.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $1.25M | 1.1% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $701K | 0.6% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $662K | 0.6% |
| Innovator ETFS TrustLADDERED ALC BFR | LADDERED ALC BFR | $619K | 0.5% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $558K | 0.5% |
| Amazon Com Inc.COM | COM | $544K | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $500K | 0.4% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $396K | 0.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $364K | 0.3% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $359K | 0.3% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $351K | 0.3% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $344K | 0.3% |
| Apple Inc.COM | COM | $340K | 0.3% |
| iShares TRCORE 40 MODE ETF | CORE 40 MODE ETF | $305K | 0.3% |
| Fidelity Covington TrustHIGH DIVID ETF | HIGH DIVID ETF | $278K | 0.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $258K | 0.2% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $230K | 0.2% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $224K | 0.2% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $218K | 0.2% |
| Ford Mtr COCOM | COM | $190K | 0.2% |
| Microvision Inc. DelCOM NEW | COM NEW | $13.8K | 0.0% |
| Gamesquare Hldgs Inc.COM | COM | $4.74K | 0.0% |
- Class
- CORE S&P500 ETF
- Share
- 55.6%
- Class
- CORE S&P MCP ETF
- Share
- 16.9%
- Class
- CORE US AGGBD ET
- Share
- 6.4%
- Class
- RUS 1000 ETF
- Share
- 3.5%
- Class
- IMGP DBI MAN ETF
- Share
- 2.6%
- Class
- NATIONAL MUN ETF
- Share
- 2.0%
- Class
- CORE MSCI EMKT
- Share
- 1.9%
- Class
- EAFE GRWTH ETF
- Share
- 1.9%
- Class
- CORE S&P SCP ETF
- Share
- 1.8%
- Class
- VAN FTSE DEV MKT
- Share
- 1.1%
- Class
- MSCI EAFE ETF
- Share
- 0.6%
- Class
- IBOXX HI YD ETF
- Share
- 0.6%
- Class
- LADDERED ALC BFR
- Share
- 0.5%
- Class
- CORE S&P TTL STK
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- CAP STK CL A
- Share
- 0.4%
- Class
- VALUE ETF
- Share
- 0.3%
- Class
- GROWTH ETF
- Share
- 0.3%
- Class
- US AGGREGATE B
- Share
- 0.3%
- Class
- ISHARES NEW
- Share
- 0.3%
- Class
- US LRG CAP ETF
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- CORE 40 MODE ETF
- Share
- 0.3%
- Class
- HIGH DIVID ETF
- Share
- 0.2%
- Class
- TR UNIT
- Share
- 0.2%
- Class
- US DIVIDEND EQ
- Share
- 0.2%
- Class
- UT SER 1
- Share
- 0.2%
- Class
- INTL EQTY ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM NEW
- Share
- 0.0%
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 31 largest of 31 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1536549
- File number
- 028-18960
- Options
- 0 call, 0 put
- In the 25 largest
- 99.2%
- Prior quarter
- $102M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 1
Common questions
What are MKD Wealth Coaches’ 13F holdings worth?
$117 million across 31 positions for the quarter ended 30 June 2026.
What is MKD Wealth Coaches’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $65 million, or 55.6% of reported 13F value, as of 30 June 2026.
How concentrated is MKD Wealth Coaches’ 13F portfolio?
The ten largest positions accounted for 93.6% of reported value and the twenty-five largest for 99.2%, across 31 positions as of 30 June 2026.
Does Form 13F show everything MKD Wealth Coaches manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does MKD Wealth Coaches file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.