MKD WEALTH COACHES, LLC Diversified Active

Name: MKD WEALTH COACHES, LLC Q2 2026 13F Filing | 13F Explorer
Creator: MKD WEALTH COACHES, LLC
Published: 2026-07-14

Location: Troy, MI

CIK: 0001536549 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 14, 2026

Total Value: $117M (100.0% shares, 0.0% debt)

Holdings (31)

New Positions (4)

VEA VANGUARD TAX-MANAGED FDS 1.1%

Value $1.25M Shares 17,539 Est. Cost $71.25 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.2%

Value $258K Shares 345 Est. Cost $746.77 Unrealized —

DIA STATE STR SPDR DOW JONES IND 0.2%

Value $224K Shares 428 Est. Cost $522.39 Unrealized —

MVIS MICROVISION INC DEL 0.0%

Value $13,778 Shares 42,136 Est. Cost $0.33 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VEA	VANGUARD TAX-MANAGED FDS	17,539	$1.25M	1.1%	$71.25	—	VAN FTSE DEV MKT	921943858
SPY	STATE STR SPDR S&P 500 ETF T	345	$258K	0.2%	$746.77	—	TR UNIT	78462F103
DIA	STATE STR SPDR DOW JONES IND	428	$224K	0.2%	$522.39	—	UT SER 1	78467X109
MVIS	MICROVISION INC DEL	42,136	$13,778	0.0%	$0.33	—	COM NEW	594960304

Increased Positions (10)

IVV ISHARES TR 55.6%

Value $65.02M (+17.2%) Shares 86,824 (+2.2%) Est. Cost $357.56 Unrealized —

IJH ISHARES TR 16.9%

Value $19.73M (+17.4%) Shares 255,839 (+2.8%) Est. Cost $59.83 Unrealized —

IJR ISHARES TR 1.8%

Value $2.116M (+42.2%) Shares 14,268 (+19.2%) Est. Cost $96.22 Unrealized —

VUG VANGUARD INDEX FDS 0.3%

Value $364K (-41.5%) Shares 4,224 (+196.4%) Est. Cost $125.34 Unrealized —

DBMF LITMAN GREGORY FDS TR 2.6%

Value $3.081M (+6.6%) Shares 100,670 (+5.0%) Est. Cost $26.52 Unrealized —

MUB ISHARES TR 2.0%

Value $2.393M (+3.4%) Shares 22,233 (+1.9%) Est. Cost $108.55 Unrealized —

SCHZ SCHWAB STRATEGIC TR 0.3%

Value $359K (+21.2%) Shares 15,539 (+21.7%) Est. Cost $22.89 Unrealized —

AAPL APPLE INC 0.3%

Value $340K (+22.2%) Shares 1,174 (+7.2%) Est. Cost $123.92 Unrealized —

AOM ISHARES TR 0.3%

Value $305K (+13.4%) Shares 6,118 (+7.7%) Est. Cost $44.07 Unrealized —

HYG ISHARES TR 0.6%

Value $662K (+3.1%) Shares 8,272 (+2.6%) Est. Cost $81.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	86,824 (+2.2%)	$65.02M (+17.2%)	55.6%	$357.56	—	CORE S&P500 ETF	464287200
IJH	ISHARES TR	255,839 (+2.8%)	$19.73M (+17.4%)	16.9%	$59.83	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	14,268 (+19.2%)	$2.116M (+42.2%)	1.8%	$96.22	—	CORE S&P SCP ETF	464287804
VUG	VANGUARD INDEX FDS	4,224 (+196.4%)	$364K (-41.5%)	0.3%	$125.34	—	GROWTH ETF	922908736
DBMF	LITMAN GREGORY FDS TR	100,670 (+5.0%)	$3.081M (+6.6%)	2.6%	$26.52	—	IMGP DBI MAN ETF	53700T827
MUB	ISHARES TR	22,233 (+1.9%)	$2.393M (+3.4%)	2.0%	$108.55	—	NATIONAL MUN ETF	464288414
SCHZ	SCHWAB STRATEGIC TR	15,539 (+21.7%)	$359K (+21.2%)	0.3%	$22.89	—	US AGGREGATE B	808524839
AAPL	APPLE INC	1,174 (+7.2%)	$340K (+22.2%)	0.3%	$123.92	—	COM	037833100
AOM	ISHARES TR	6,118 (+7.7%)	$305K (+13.4%)	0.3%	$44.07	—	CORE 40 MODE ETF	464289875
HYG	ISHARES TR	8,272 (+2.6%)	$662K (+3.1%)	0.6%	$81.62	—	IBOXX HI YD ETF	464288513

Exited Positions (1)

DELL DELL TECHNOLOGIES INC 0.9%

Value $1.076M Shares 6,554 Est. Cost $119.03 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DELL	DELL TECHNOLOGIES INC	6,554	$1.076M	0.9%	$119.03	—	—	24703L202

Decreased Positions (5)

IEMG ISHARES INC 1.9%

Value $2.232M (+17.4%) Shares 26,946 (-1.1%) Est. Cost $52.77 Unrealized —

GOOGL ALPHABET INC 0.4%

Value $500K (+22.2%) Shares 1,400 (-1.7%) Est. Cost $177.36 Unrealized —

SCHX SCHWAB STRATEGIC TR 0.3%

Value $344K (+10.9%) Shares 11,693 (-3.3%) Est. Cost $35.22 Unrealized —

VTV VANGUARD INDEX FDS 0.3%

Value $396K (-5.4%) Shares 1,815 (-14.8%) Est. Cost $99.48 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.2%

Value $218K (+1.2%) Shares 7,859 (-9.5%) Est. Cost $24.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IEMG	ISHARES INC	26,946 (-1.1%)	$2.232M (+17.4%)	1.9%	$52.77	—	CORE MSCI EMKT	46434G103
GOOGL	ALPHABET INC	1,400 (-1.7%)	$500K (+22.2%)	0.4%	$177.36	—	CAP STK CL A	02079K305
SCHX	SCHWAB STRATEGIC TR	11,693 (-3.3%)	$344K (+10.9%)	0.3%	$35.22	—	US LRG CAP ETF	808524201
VTV	VANGUARD INDEX FDS	1,815 (-14.8%)	$396K (-5.4%)	0.3%	$99.48	—	VALUE ETF	922908744
SCHF	SCHWAB STRATEGIC TR	7,859 (-9.5%)	$218K (+1.2%)	0.2%	$24.05	—	INTL EQTY ETF	808524805

Unchanged Positions (12)

IWB ISHARES TR 3.5%

Value $4.104M Shares 10,022 Est. Cost $322.16 Unrealized —

EFG ISHARES TR 1.9%

Value $2.167M Shares 17,416 Est. Cost $96.06 Unrealized —

ITOT ISHARES TR 0.5%

Value $558K Shares 3,394 Est. Cost $128.62 Unrealized —

AMZN AMAZON COM INC 0.5%

Value $544K Shares 2,282 Est. Cost $203.63 Unrealized —

IAU ISHARES GOLD TR 0.3%

Value $351K Shares 4,654 Est. Cost $34.30 Unrealized —

BUFB INNOVATOR ETFS TRUST 0.5%

Value $619K Shares 15,740 Est. Cost $32.30 Unrealized —

EFA ISHARES TR 0.6%

Value $701K Shares 6,747 Est. Cost $79.18 Unrealized —

AGG ISHARES TR 6.4%

Value $7.493M Shares 75,702 Est. Cost $101.79 Unrealized —

F FORD MTR CO 0.2%

Value $190K Shares 13,700 Est. Cost $8.76 Unrealized —

FDVV FIDELITY COVINGTON TRUST 0.2%

Value $278K Shares 4,619 Est. Cost $52.02 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.2%

Value $230K Shares 7,261 Est. Cost $30.68 Unrealized —

GAME GAMESQUARE HLDGS INC 0.0%

Value $4,740 Shares 12,000 Est. Cost $0.99 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWB	ISHARES TR	10,022	$4.104M	3.5%	$322.16	—	RUS 1000 ETF	464287622
EFG	ISHARES TR	17,416	$2.167M	1.9%	$96.06	—	EAFE GRWTH ETF	464288885
ITOT	ISHARES TR	3,394	$558K	0.5%	$128.62	—	CORE S&P TTL STK	464287150
AMZN	AMAZON COM INC	2,282	$544K	0.5%	$203.63	—	COM	023135106
IAU	ISHARES GOLD TR	4,654	$351K	0.3%	$34.30	—	ISHARES NEW	464285204
BUFB	INNOVATOR ETFS TRUST	15,740	$619K	0.5%	$32.30	—	LADDERED ALC BFR	45783Y756
EFA	ISHARES TR	6,747	$701K	0.6%	$79.18	—	MSCI EAFE ETF	464287465
AGG	ISHARES TR	75,702	$7.493M	6.4%	$101.79	—	CORE US AGGBD ET	464287226
F	FORD MTR CO	13,700	$190K	0.2%	$8.76	—	COM	345370860
FDVV	FIDELITY COVINGTON TRUST	4,619	$278K	0.2%	$52.02	—	HIGH DIVID ETF	316092840
SCHD	SCHWAB STRATEGIC TR	7,261	$230K	0.2%	$30.68	—	US DIVIDEND EQ	808524797
GAME	GAMESQUARE HLDGS INC	12,000	$4,740	0.0%	$0.99	—	COM	36468G103