StockDriftsStockDriftsTop 31 Mkd Wealth Coaches LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 55.55% | 86.8K | $65.0M | +2.21%(+1.88K) | $588.47(+32.10%) | 2026-06-30 | |
| IJH | ISHARES TR | 16.85% | 255.8K | $19.7M | +2.84%(+7.07K) | $61.15(+27.42%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.4% | 75.7K | $7.5M | +0.74%(+556) | $99.05(-1.64%) | 2026-06-30 | |
| IWB | ISHARES TR | 3.51% | 10.0K | $4.1M | +0.00%(+0) | $318.28(+33.11%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 2.63% | 100.7K | $3.1M | +5.05%(+4.83K) | $27.33(+14.51%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.04% | 22.2K | $2.4M | +1.95%(+425) | $107.53(-1.47%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.91% | 26.9K | $2.2M | -1.11%(-303) | $54.82(+46.35%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.85% | 17.4K | $2.2M | -0.10%(-18) | $102.39(+23.83%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.81% | 14.3K | $2.1M | +19.17%(+2.29K) | $119.07(+24.94%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.07% | 17.5K | $1.2M | new | $66.64(+9.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.13% | +69.06% | — | — | +117.55% |
| Top 20 Holdings Unweighted | +19.89% | +72.33% | — | — | +123.24% |
Mkd Wealth Coaches LLC reports $117.04M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are IVV (55.5%), IJH (16.9%) and AGG (6.4%). The top 20 holdings account for 97.95% of reported assets. Its disclosed equity book has returned +69.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mkd Wealth Coaches LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536549). View Mkd Wealth Coaches LLC’s 13F filings on SEC