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MKD WEALTH COACHES, LLC

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13F filer, CIK 1536549, TROY, MI

MKD WEALTH COACHES, LLC reported $101,621,342 across 28 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 93.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000228

Period
2026-03-31
Reported value
$102M
Holdings
28
Top 10 weight
93.42%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+3,402$2.22M
IJHadded+18,964$1.28M
DELLnew+6,554$1.08M
SCHDnew+7,261$223K
AGGadded+1,722$171K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEMGreduced-5,399-$377K
IJRreduced-1,791-$223K
DIAexited-428-$206K
GOOGLreduced-317-$91.2K
EFGreduced-742-$82.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000228, largest first. % of portfolio is the value over $101,621,342, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,703 shares; 2025Q1: 85,562 shares; 2025Q2: 86,123 shares; 2025Q3: 84,758 shares; 2025Q4: 81,543 shares; 2026Q1: 84,945 shares 84,945$55.5M54.6%+3,402Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,487 shares; 2025Q1: 221,466 shares; 2025Q2: 234,382 shares; 2025Q3: 233,309 shares; 2025Q4: 229,801 shares; 2026Q1: 248,765 shares 248,765$16.8M16.53%+18,964Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,480 shares; 2025Q1: 72,536 shares; 2025Q2: 70,497 shares; 2025Q3: 72,969 shares; 2025Q4: 73,424 shares; 2026Q1: 75,146 shares 75,146$7.46M7.34%+1,722Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,372 shares; 2025Q1: 11,289 shares; 2025Q2: 10,825 shares; 2025Q3: 10,111 shares; 2025Q4: 10,107 shares; 2026Q1: 10,022 shares 10,022$3.57M3.52%-85Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,347 shares; 2025Q1: 92,427 shares; 2025Q2: 92,434 shares; 2025Q3: 93,992 shares; 2025Q4: 91,904 shares; 2026Q1: 95,835 shares 95,835$2.89M2.84%+3,931Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,391 shares; 2025Q1: 21,337 shares; 2025Q2: 21,087 shares; 2025Q3: 21,299 shares; 2025Q4: 21,441 shares; 2026Q1: 21,808 shares 21,808$2.31M2.28%+367Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,145 shares; 2025Q1: 18,193 shares; 2025Q2: 17,917 shares; 2025Q3: 18,177 shares; 2025Q4: 18,176 shares; 2026Q1: 17,434 shares 17,434$1.94M1.91%-742Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,590 shares; 2025Q1: 34,238 shares; 2025Q2: 33,537 shares; 2025Q3: 33,492 shares; 2025Q4: 32,648 shares; 2026Q1: 27,249 shares 27,249$1.9M1.87%-5,399Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,573 shares; 2025Q1: 27,844 shares; 2025Q2: 13,970 shares; 2025Q3: 13,775 shares; 2025Q4: 13,764 shares; 2026Q1: 11,973 shares 11,973$1.49M1.46%-1,791Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,554 shares 6,554$1.08M1.06%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,513 shares; 2025Q2: 6,626 shares; 2025Q3: 6,626 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares 6,747$655K0.64%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 8,301 shares; 2025Q2: 8,122 shares; 2025Q3: 8,325 shares; 2025Q4: 8,314 shares; 2026Q1: 8,062 shares 8,062$641K0.63%-252Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425$622K0.61%0Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 15,740 shares; 2025Q3: 15,740 shares; 2025Q4: 15,740 shares; 2026Q1: 15,740 shares 15,740$565K0.56%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,394 shares 3,394$483K0.48%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,282 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,304 shares 2,304$480K0.47%-258Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares 2,131$418K0.41%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,801 shares; 2025Q1: 5,049 shares; 2025Q2: 5,046 shares; 2025Q3: 4,595 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares 4,654$410K0.4%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,424 shares 1,424$409K0.4%-317Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,278 shares; 2025Q1: 11,209 shares; 2025Q2: 11,455 shares; 2025Q3: 11,676 shares; 2025Q4: 11,950 shares; 2026Q1: 12,098 shares 12,098$310K0.31%+148Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,587 shares; 2025Q1: 11,434 shares; 2025Q2: 11,764 shares; 2025Q3: 12,096 shares; 2025Q4: 12,502 shares; 2026Q1: 12,766 shares 12,766$296K0.29%+264Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,050 shares; 2026Q1: 1,095 shares 1,095$278K0.27%+45Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,925 shares; 2025Q1: 6,071 shares; 2025Q2: 6,528 shares; 2025Q3: 5,976 shares; 2025Q4: 6,013 shares; 2026Q1: 5,683 shares 5,683$269K0.26%-330Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,481 shares; 2025Q3: 4,512 shares; 2025Q4: 4,543 shares; 2026Q1: 4,580 shares 4,580$253K0.25%+37Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,261 shares 7,261$223K0.22%newTimeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,590 shares; 2026Q1: 8,688 shares 8,688$215K0.21%+98Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,700 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 13,700 shares 13,700$158K0.16%-2,700Timeline
GAMEGAMESQUARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$3.24K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DIASTATE STR SPDR DOW JONES IND428$206Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000228 base2026-04-13acceptance time not in the bulk data set