MKD WEALTH COACHES, LLC

TROY, MI · CIK 1536549 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTroy, MI

$117.0m reported value +15.2% vs Q1 2026

31positions

93.6%in top 10

4 new 11 added 8 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	86,824	$65.0m55.55%	55.55%	Added +1.9k	+1,879 2.2%
2	ISHARES TR CORE S&P MCP ETF IJH	IJH	255,839	$19.7m16.85%	16.85%	Added +7.1k	+7,074 2.8%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	75,702	$7.5m6.40%	6.40%	Added +556	+556 0.7%
4	ISHARES TR RUS 1000 ETF IWB	IWB	10,022	$4.1m3.51%	3.51%	Unchanged
5	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	100,670	$3.1m2.63%	2.63%	Added +4.8k	+4,835 5.0%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	22,233	$2.4m2.04%	2.04%	Added +425	+425 1.9%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	26,946	$2.2m1.91%	1.91%	Reduced -303	-303 -1.1%
8	ISHARES TR EAFE GRWTH ETF EFG	EFG	17,416	$2.2m1.85%	1.85%	Reduced -18	-18 -0.1%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,268	$2.1m1.81%	1.81%	Added +2.3k	+2,295 19.2%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	17,539	$1.2m1.07%	1.07%	New
11	ISHARES TR MSCI EAFE ETF EFA	EFA	6,747	$700.9k0.60%	0.60%	Unchanged
12	ISHARES TR IBOXX HI YD ETF HYG	HYG	8,272	$661.6k0.57%	0.57%	Added +210	+210 2.6%
13	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	15,740	$618.7k0.53%	0.53%	Unchanged
14	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,394	$557.5k0.48%	0.48%	Unchanged
15	AMAZON COM INC COM AMZN	AMZN	2,282	$543.9k0.46%	0.46%	Reduced -22	-22 -0.9%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,400	$500.3k0.43%	0.43%	Reduced -24	-24 -1.7%
17	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,815	$395.5k0.34%	0.34%	Reduced -316	-316 -14.8%
18	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,224	$363.9k0.31%	0.31%	Reduced -4.3k	-4,326 -50.6%
19	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	15,539	$359.4k0.31%	0.31%	Added +2.8k	+2,773 21.7%
20	ISHARES GOLD TR ISHARES NEW IAU	IAU	4,654	$351.4k0.30%	0.30%	Unchanged
21	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	11,693	$344.1k0.29%	0.29%	Reduced -405	-405 -3.4%
22	APPLE INC COM AAPL	AAPL	1,174	$339.7k0.29%	0.29%	Added +79	+79 7.2%
23	ISHARES TR MODERT ALLOC ETF AOM	AOM	6,118	$305.2k0.26%	0.26%	Added +435	+435 7.7%
24	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	4,619	$278.5k0.24%	0.24%	Added +39	+39 0.8%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	345	$257.6k0.22%	0.22%	New
26	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	7,261	$230.3k0.20%	0.20%	Unchanged
27	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	428	$223.6k0.19%	0.19%	New
28	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	7,859	$217.7k0.19%	0.19%	Reduced -829	-829 -9.5%
29	FORD MTR CO COM F	F	13,700	$190.4k0.16%	0.16%	Unchanged
30	MICROVISION INC DEL COM NEW COM NEW		42,136	$13.8k0.01%	0.01%	New
31	GAMESQUARE HLDGS INC COM COM		12,000	$4.7k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DELL TECHNOLOGIES INC DELL	DELL	6,554	$1.1m6.6k shares