AI Portfolio Summary
In 2026 Q1, MKD WEALTH COACHES, LLC maintained a portfolio of 29 distinct positions. The most significant new addition to the portfolio was DELL TECHNOLOGIES IN, which now represents 1.06% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 4.2%. Conversely, MKD WEALTH COACHES, LLC completely exited their position in SPDR DOW JONES INDL .
Total Positions
29
Quarter
2026 Q1
Top Holding
IVV (54.6%)
Top 10 Concentration
93.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 29
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 54.60% | 55.84% |
#1
Prev: #1
|
6.5 | 3,402 | 4.2% |
P
S
|
84,945 | $55,486,953 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IJH
ISHARES TR
|
ETF | 16.53% | 15.16% |
#2
Prev: #2
|
7.5 | 18,964 | 8.3% |
P
S
|
248,765 | $16,799,103 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AGG
ISHARES TR
|
ETF | 7.34% | 7.33% |
#3
Prev: #3
|
4.4 | 1,722 | 2.3% |
P
S
|
75,146 | $7,459,789 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IWB
ISHARES TR
|
ETF | 3.52% | 3.77% |
#4
Prev: #4
|
2.4 | -85 | -0.8% |
P
S
|
10,022 | $3,573,444 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DBMF
LITMAN GREGORY ...
|
ETF | 2.84% | 2.58% |
#5
Prev: #5
|
2.1 | 3,931 | 4.3% |
P
S
|
95,835 | $2,889,428 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MUB
ISHARES TR
|
ETF | 2.28% | 2.30% |
#6
Prev: #6
|
1.4 | 367 | 1.7% |
P
S
|
21,808 | $2,314,942 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EFG
ISHARES TR
|
Warrant | 1.91% | 2.07% |
#7
1
Prev: #8
|
1.3 | -742 | -4.1% |
P
S
|
17,434 | $1,941,646 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IEMG
ISHARES INC
|
ETF | 1.87% | 2.19% |
#8
1
Prev: #7
|
1.2 | -5,399 | -16.5% |
P
S
|
27,249 | $1,900,609 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IJR
ISHARES TR
|
ETF | 1.46% | 1.65% |
#9
Prev: #9
|
1.1 | -1,791 | -13.0% |
P
S
|
11,973 | $1,488,313 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.06% | — |
#10
Prev: #—
|
3.9 | 6,554 | no change |
NEW
|
6,554 | $1,075,708 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EFA
ISHARES TR
|
ETF | 0.64% | 0.65% |
#11
1
Prev: #12
|
1.3 | no change | no change |
P
S
|
6,747 | $655,323 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HYG
ISHARES TR
|
ETF | 0.63% | 0.67% |
#12
1
Prev: #11
|
0.8 | -252 | -3.0% |
P
S
|
8,062 | $641,426 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.61% | 0.70% |
#13
3
Prev: #10
|
1.2 | no change | no change |
P
S
|
1,425 | $622,426 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BUFB
INNOVATOR ETFS ...
|
ETF | 0.56% | 0.58% |
#14
Prev: #14
|
1.2 | no change | no change |
P
S
|
15,740 | $565,223 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ITOT
ISHARES TR
|
ETF | 0.48% | 0.50% |
#15
1
Prev: #16
|
1.2 | no change | no change |
P
S
|
3,394 | $483,407 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.47% | 0.59% |
#16
3
Prev: #13
|
0.7 | -258 | -10.1% |
P
S
|
2,304 | $479,854 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.41% | 0.41% |
#17
Prev: #17
|
1.2 | no change | no change |
P
S
|
2,131 | $418,102 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.40% | 0.38% |
#18
Prev: #18
|
1.2 | no change | no change |
P
S
|
4,654 | $410,297 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.40% | 0.54% |
#19
4
Prev: #15
|
0.7 | -317 | -18.2% |
P
S
|
1,424 | $409,485 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.31% | 0.32% |
#20
1
Prev: #19
|
0.6 | 148 | 1.2% |
P
S
|
12,098 | $310,190 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.29% | 0.29% |
#21
1
Prev: #20
|
0.6 | 264 | 2.1% |
P
S
|
12,766 | $296,433 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.27% | 0.29% |
#22
Prev: #22
|
0.6 | 45 | 4.3% |
P
S
|
1,095 | $277,936 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AOM
ISHARES TR
|
ETF | 0.26% | 0.29% |
#23
2
Prev: #21
|
0.6 | -330 | -5.5% |
P
S
|
5,683 | $269,187 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 0.25% | 0.26% |
#24
1
Prev: #23
|
0.6 | 37 | 0.8% |
P
S
|
4,580 | $252,973 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.22% | — |
#25
Prev: #—
|
3.6 | 7,261 | no change |
NEW
|
7,261 | $222,776 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.00% | 0.21% |
Sold All 😨
(Was: #26) |
0.0 | -428 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-25 of 29 holdings