Investor
MKD WEALTH COACHES, LLC
CIK 0001536549 · filed 2026-04-13 · SEC filing
13F book
$101.6M
Positions
28
2 new · 1 sold
Largest name
54.6%
Ishares Tr
Est. mark
−$2.42M
Price effect on 26 names still held. Flow $4.03M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 84.9K | $55.5M | 54.6% | −$2.59M | Added−$364.8K |
| Ishares Tr | — | 248.8K | $16.8M | 16.5% | $351.6K | Added$1.63M |
| Ishares Tr | — | 75.1K | $7.46M | 7.3% | −$44.7K | Added$126.2K |
| Ishares Tr | — | 10K | $3.57M | 3.5% | −$169.2K | Cut−$200.9K |
| Litman Gregory Fds Tr | — | 95.8K | $2.89M | 2.8% | $192.1K | Added$310.6K |
| Ishares Tr | — | 21.8K | $2.31M | 2.3% | −$20.5K | Added$18.4K |
| Ishares Tr | — | 17.4K | $1.94M | 1.9% | −$44.4K | Cut−$128.9K |
| Ishares Inc | — | 27.2K | $1.9M | 1.9% | $68.9K | Cut−$294K |
| Ishares Tr | — | 12K | $1.49M | 1.5% | $49.4K | Cut−$165.8K |
| Dell Technologies Inc. | DELL | 6.55K | $1.08M | 1.1% | — | New |
| Ishares Tr | — | 6.75K | $655.3K | 0.6% | $7.42K | Held |
| Ishares Tr | — | 8.06K | $641.4K | 0.6% | −$8.58K | Cut−$28.9K |
| Vanguard Growth Etf | — | 1.43K | $622.4K | 0.6% | −$72.8K | Held |
| Innovator Etfs Trust | — | 15.7K | $565.2K | 0.6% | −$11.4K | Held |
| Ishares Tr | — | 3.39K | $483.4K | 0.5% | −$21.2K | Held |
| Amazon Com Inc | AMZN | 2.3K | $479.9K | 0.5% | −$52K | Cut−$111.5K |
| Vanguard Index Fds | — | 2.13K | $418.1K | 0.4% | $11.1K | Held |
| Ishares Gold Tr | — | 4.65K | $410.3K | 0.4% | $32.5K | Held |
| Alphabet Inc | — | 1.42K | $409.5K | 0.4% | −$36.2K | Cut−$135.4K |
| Schwab Strategic Tr | — | 12.1K | $310.2K | 0.3% | −$15.2K | Added−$11.4K |
| Schwab Us Aggregate Bond | — | 12.8K | $296.4K | 0.3% | −$1.87K | Added$4.26K |
| Apple Inc. | AAPL | 1.09K | $277.9K | 0.3% | −$19K | Added−$7.55K |
| Ishares Tr | — | 5.68K | $269.2K | 0.3% | −$2.05K | Cut−$17.8K |
| Fidelity Covington Trust | — | 4.58K | $253K | 0.2% | −$6.63K | Added−$4.58K |
| Schwab Strategic Tr | — | 7.26K | $222.8K | 0.2% | — | New |
| Schwab Strategic Tr | — | 8.69K | $215K | 0.2% | $6.09K | Added$8.52K |
| Ford Mtr Co | — | 13.7K | $158.1K | 0.2% | −$21.6K | Cut−$57.1K |
| Gamesquare Hldgs Inc | — | 12K | $3.24K | 0.0% | −$1.38K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.