2026 Q2 Portfolio Activity
In 2026 Q2, MKD WEALTH COACHES, LLC maintained a portfolio of 32 distinct positions. The most significant new addition was VANGUARD TAX-MANAGED FDS, now representing 1.07% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 19.2%. Conversely, MKD WEALTH COACHES, LLC completely exited their position in DELL TECHNOLOGIES INC.
Position History
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MKD WEALTH COACHES, LLC
AUM $117M
Total Positions
32
Quarter
2026 Q2
Top Holding
IVV (55.6%)
Top 10 Concentration
93.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
MKD WEALTH COACHES, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 55.55% | 54.60% |
#1
Prev: #1
|
6.5 |
—
|
1,879 | 2.2% |
P
S
|
86,824 | $65,021,309 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IJH
ISHARES TR
|
ETF | 16.85% | 16.53% |
#2
Prev: #2
|
6.0 |
—
|
7,074 | 2.8% |
P
S
|
255,839 | $19,727,738 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AGG
ISHARES TR
|
ETF | 6.40% | 7.34% |
#3
Prev: #3
|
4.1 |
—
|
556 | 0.7% |
P
S
|
75,702 | $7,492,999 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IWB
ISHARES TR
|
ETF | 3.51% | 3.52% |
#4
Prev: #4
|
2.9 |
—
|
no change | no change |
P
S
|
10,022 | $4,104,009 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DBMF
LITMAN GREGORY ...
|
ETF | 2.63% | 2.84% |
#5
Prev: #5
|
3.6 |
—
|
4,835 | 5.0% |
P
S
|
100,670 | $3,081,498 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MUB
ISHARES TR
|
ETF | 2.04% | 2.28% |
#6
Prev: #6
|
1.3 |
—
|
425 | 1.9% |
P
S
|
22,233 | $2,392,720 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IEMG
ISHARES INC
|
ETF | 1.91% | 1.87% |
#7
1
Prev: #8
|
1.3 |
—
|
-303 | -1.1% |
P
S
|
26,946 | $2,232,220 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
EFG
ISHARES TR
|
Warrant | 1.85% | 1.91% |
#8
1
Prev: #7
|
1.2 |
—
|
-18 | -0.1% |
P
S
|
17,416 | $2,166,880 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.81% | 1.46% |
#9
Prev: #9
|
2.7 |
—
|
2,295 | 19.2% |
P
S
|
14,268 | $2,116,026 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.07% | — |
#10
Prev: #—
|
3.9 |
—
|
17,539 | — |
NEW
|
17,539 | $1,249,654 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.60% | 0.64% |
#11
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
6,747 | $700,864 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
HYG
ISHARES TR
|
ETF | 0.57% | 0.63% |
#12
Prev: #12
|
0.7 |
—
|
210 | 2.6% |
P
S
|
8,272 | $661,551 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BUFB
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.56% |
#13
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
15,740 | $618,739 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ITOT
ISHARES TR
|
ETF | 0.48% | 0.48% |
#14
1
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
3,394 | $557,532 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.46% | 0.47% |
#15
1
Prev: #16
|
0.7 |
—
|
-22 | -1.0% |
P
S
|
2,282 | $543,892 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.43% | 0.40% |
#16
3
Prev: #19
|
0.7 |
—
|
-24 | -1.7% |
P
S
|
1,400 | $500,318 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.34% | 0.41% |
#17
Prev: #17
|
0.6 |
—
|
-316 | -14.8% |
P
S
|
1,815 | $395,543 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.31% | 0.61% |
#18
5
Prev: #13
|
3.1 |
—
|
2,799 | 196.4% |
P
S
|
4,224 | $363,855 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.31% | 0.29% |
#19
2
Prev: #21
|
2.6 |
—
|
2,773 | 21.7% |
P
S
|
15,539 | $359,415 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.30% | 0.40% |
#20
2
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
4,654 | $351,424 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.29% | 0.31% |
#21
1
Prev: #20
|
0.6 |
—
|
-405 | -3.3% |
P
S
|
11,693 | $344,120 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.29% | 0.27% |
#22
Prev: #22
|
2.1 |
—
|
79 | 7.2% |
P
S
|
1,174 | $339,749 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AOM
ISHARES TR
|
ETF | 0.26% | 0.26% |
#23
Prev: #23
|
2.1 |
—
|
435 | 7.7% |
P
S
|
6,118 | $305,235 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 0.24% | 0.25% |
#24
Prev: #24
|
0.6 |
—
|
39 | 0.9% |
P
S
|
4,619 | $278,461 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.22% | — |
#25
Prev: #—
|
3.6 |
—
|
345 | — |
NEW
|
345 | $257,636 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.20% | 0.22% |
#26
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
7,261 | $230,255 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.19% | — |
#27
Prev: #—
|
3.6 |
—
|
428 | — |
NEW
|
428 | $223,583 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.19% | 0.21% |
#28
2
Prev: #26
|
0.6 |
—
|
-829 | -9.5% |
P
S
|
7,859 | $217,684 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
F
FORD MTR CO
|
Consumer Cyclical | 0.16% | 0.16% |
#29
2
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
13,700 | $190,430 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MVIS
MICROVISION INC...
|
Technology | 0.01% | — |
#30
Prev: #—
|
3.5 |
—
|
42,136 | — |
NEW
|
42,136 | $13,778 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
GAME
GAMESQUARE HLDG...
|
Communication Services | 0.00% | 0.00% |
#31
3
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
12,000 | $4,740 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.00% | 1.06% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-6,554 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-32 of 32 holdings