Data as of Q4 2025 (Dec 31, 2025)

MKD WEALTH COACHES, LLC

•CIK: 1536549•Filing: Q4 2025

**MKD WEALTH COACHES, LLC** manages $100M across a diversified portfolio of 27 positions. The strategy exhibits a significant allocation to core market indices, notably IVV, representing $55.9M, followed by IJH at $15.2M. Further diversification is evident through substantial holdings in fixed income (AGG at $7.3M) and international equities (IEMG at $2.2M). The top ten holdings account for approximately 75% of the reported assets under management.

Total AUM
$100.0M
QoQ Performance
-0.4%
Positions
14
Top 10 Concentration
93.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IJH
AGG
IVV55.8%
IJH15.2%
AGG7.3%
IWB3.8%
DBMF2.6%
MUB2.3%
IEMG2.2%
EFG2.1%

📈 Biggest Buys

SCHF
SCHWAB STRATEGIC TR
NEW
0.2% of portfolio
AGG
ISHARES TR
+0.6%
7.3% of portfolio
MUB
ISHARES TR
+0.7%
2.3% of portfolio
EFA
ISHARES TR
+1.8%
0.6% of portfolio
SCHZ
SCHWAB STRATEGIC TR
+3.4%
0.3% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-3.8%
55.8% of portfolio
IJH
ISHARES TR
-1.5%
15.2% of portfolio
AAPL
APPLE INC
-22.3%
0.3% of portfolio
DBMF
LITMAN GREGORY FDS TR
-2.2%
2.6% of portfolio
IEMG
ISHARES INC
-2.5%
2.2% of portfolio

Sector Breakdown

ETF55.8%
Other42.7%
Technology0.8%
Consumer0.6%

Changes from Q3 2025

NEW1 new position
↑8 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IVV55.8%
ISHARES TR
$55.9M
IJH15.2%
ISHARES TR
$15.2M
AGG7.3%
ISHARES TR
$7.3M
IWB3.8%
ISHARES TR
$3.8M
DBMF2.6%
LITMAN GREGORY FDS TR
$2.6M

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