Institutional Fund
Mkd Wealth Coaches, LLC
Troy, MICIK 15365495 filings on record
Portfolio Value
$101.62M
Q1 2026
Holdings
28
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.6%
from $100.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr54.6%
- Ishares Tr16.5%
- Ishares Tr7.3%
- Ishares Tr3.5%
- Litman Gregory Fds Tr2.8%
- Ishares Tr2.3%
- Other12.9%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 84.9K | $55.49M | 54.6% | +3.4K | Added |
| 2 | Ishares Tr | 248.8K | $16.80M | 16.5% | +19.0K | Added |
| 3 | Ishares Tr | 75.1K | $7.46M | 7.3% | +1.7K | Added |
| 4 | Ishares Tr | 10.0K | $3.57M | 3.5% | −85 | Reduced |
| 5 | Litman Gregory Fds Tr | 95.8K | $2.89M | 2.8% | +3.9K | Added |
| 6 | Ishares Tr | 21.8K | $2.31M | 2.3% | +367 | Added |
| 7 | Ishares Tr | 17.4K | $1.94M | 1.9% | −742 | Reduced |
| 8 | Ishares Inc | 27.2K | $1.90M | 1.9% | −5.4K | Reduced |
| 9 | Ishares Tr | 12.0K | $1.49M | 1.5% | −1.8K | Reduced |
| 10 | Dell Technologies Inc | 6.6K | $1.08M | 1.1% | +6.6K | New |
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