§ 13F · FUND PROFILE
MKD WEALTH COACHES, LLC.
AUM · $117M (13F)Positions · 31Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 87K | $65M | 55.6% | +2% |
| 2 | IJH | ISHARES TR | 256K | $20M | 16.9% | +3% |
| 3 | AGG | ISHARES TR | 76K | $7M | 6.4% | +1% |
| 4 | IWB | ISHARES TR | 10K | $4M | 3.5% | ±0% |
| 5 | DBMF | LITMAN GREGORY FDS TR | 101K | $3M | 2.6% | +5% |
| 6 | MUB | ISHARES TR | 22K | $2M | 2.0% | +2% |
| 7 | IEMG | ISHARES INC | 27K | $2M | 1.9% | −1% |
| 8 | EFG | ISHARES TR | 17K | $2M | 1.9% | ±0% |
| 9 | IJR | ISHARES TR | 14K | $2M | 1.8% | +19% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M | 1.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MKD SIGNAL
AC read
MKD WEALTH COACHES, LLC is a Other fund managing $117 million in assets. The fund runs a portfolio of 31 positions.
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