# MKD WEALTH COACHES, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1536549. Source: https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/

- Reported value: $120.9M
- Positions: 34
- Weight of the ten largest: 92.4%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $67.9M | 88,628 | 56.1% | 21 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $19.0M | 264,748 | 15.8% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $7.3M | 77,644 | 6.1% | 14 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $4.2M | 10,022 | 3.4% | 8 |
| LITMAN GREGORY FDS TR | [DBMF](https://holderbook.com/stocks/DBMF/) | $3.3M | 102,663 | 2.8% | 8 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.3M | 22,532 | 1.9% | 14 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.2M | 26,877 | 1.8% | 21 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $2.1M | 17,279 | 1.7% | 14 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.0M | 14,560 | 1.6% | 21 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.5M | 20,609 | 1.2% | 2 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $700.9K | 6,747 | 0.6% | 9 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $658.8K | 8,533 | 0.5% | 14 |
| INNOVATOR ETFS TRUST | [BUFB](https://holderbook.com/stocks/BUFB/) | $634.1K | 15,740 | 0.5% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $583.9K | 1,697 | 0.5% | 13 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $568.6K | 2,282 | 0.5% | 17 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $564.4K | 3,394 | 0.5% | 8 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $451.2K | 1,934 | 0.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $444.0K | 1,333 | 0.4% | 21 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $429.7K | 1,860 | 0.4% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $392.2K | 1,815 | 0.3% | 15 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $380.6K | 4,224 | 0.3% | 15 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $356.6K | 11,885 | 0.3% | 10 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $352.0K | 15,928 | 0.3% | 8 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $307.0K | 901 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $288.0K | 1,473 | 0.2% | 1 |
| ISHARES TR | [AOM](https://holderbook.com/stocks/AOM/) | $279.8K | 5,740 | 0.2% | 8 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $263.1K | 345 | 0.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $236.2K | 7,261 | 0.2% | 3 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $232.5K | 3,829 | 0.2% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $231.5K | 465 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $220.2K | 8,016 | 0.2% | 4 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $217.7K | 428 | 0.2% | 2 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $213.9K | 2,739 | 0.2% | 11 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $165.2K | 13,700 | 0.1% | 21 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.1% | +14.8% | -0.7% | 100% |
| Q1 2026 | -2.4% | -4.6% | +2.2% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +8.2% | +10.5% | -2.3% | 100% |
| Q1 2025 | -4.7% | -4.6% | -0.1% | 100% |
| Q1 2022 | -5.7% | -4.9% | -0.8% | 100% |
| Q4 2021 | +8.3% | +10.7% | -2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $120.9M | 34 |
| Q2 2026 | $117.0M | 31 |
| Q1 2026 | $101.6M | 28 |
| Q4 2025 | $100.0M | 27 |
| Q3 2025 | $100.4M | 26 |
| Q2 2025 | $94.8M | 25 |
| Q1 2025 | $88.4M | 25 |
| Q4 2024 | $98.8M | 29 |
| Q4 2021 | $73.1M | 34 |
| Q3 2021 | $63.6M | 25 |
| Q2 2021 | $62.6M | 22 |
| Q1 2021 | $58.6M | 22 |