MKD WEALTH COACHES, LLC

Est. AUM

$101.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$55.5M	84945	54.60%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$16.8M	248765	16.53%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$7.5M	75146	7.34%	SOLE
4	ISHARES TR	RUS 1000 ETF	$3.6M	10022	3.52%	SOLE
5	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.9M	95835	2.84%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$2.3M	21808	2.28%	SOLE
7	ISHARES TR	EAFE GRWTH ETF	$1.9M	17434	1.91%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$1.9M	27249	1.87%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$1.5M	11973	1.46%	SOLE
10	DELL TECHNOLOGIES INC	CL C	$1.1M	6554	1.06%	SOLE
11	ISHARES TR	MSCI EAFE ETF	$655K	6747	0.64%	SOLE
12	ISHARES TR	IBOXX HI YD ETF	$641K	8062	0.63%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$622K	1425	0.61%	SOLE
14	INNOVATOR ETFS TRUST	LADDERED ALC BFR	$565K	15740	0.56%	SOLE
15	ISHARES TR	CORE S&P TTL STK	$483K	3394	0.48%	SOLE
16	AMAZON COM INC	COM	$480K	2304	0.47%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$418K	2131	0.41%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$410K	4654	0.40%	SOLE
19	ALPHABET INC	CAP STK CL A	$409K	1424	0.40%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$310K	12098	0.31%	SOLE
21	SCHWAB STRATEGIC TR	US AGGREGATE B	$296K	12766	0.29%	SOLE
22	APPLE INC	COM	$278K	1095	0.27%	SOLE
23	ISHARES TR	CORE 40/60 MODER	$269K	5683	0.26%	SOLE
24	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$253K	4580	0.25%	SOLE
25	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$223K	7261	0.22%	SOLE
26	SCHWAB STRATEGIC TR	INTL EQTY ETF	$215K	8688	0.21%	SOLE
27	FORD MTR CO	COM	$158K	13700	0.16%	SOLE
28	GAMESQUARE HLDGS INC	COM	$3K	12000	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.