MKD WEALTH COACHES, LLC
CIK 1536549 · Holdings on Dec 31, 2025 · First reported Jan 12, 2026
Top ten holdings
Q4 2025- IVV55.84%
- IJH15.16%
- AGG7.33%
- IWB3.77%
- DBMF2.58%
- MUB2.30%
- IEMG2.19%
- EFG2.07%
- IJR1.65%
- VUG0.70%
Share classes counted separately93.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -0.68 pp56.52% → 55.84%Shares -3.21K (-3.79%)
- GOOGLWeight increased · +0.12 pp0.42% → 0.54%Shares 0 (0.00%)
- IWBWeight increased · +0.09 pp3.68% → 3.77%Shares -4 (-0.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $55.85M | 55.84% | 81.54K shares | 56.52% → 55.84%-0.68 pp -3.21K (-3.79%) | Reduced | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $15.17M | 15.16% | 229.80K shares | 15.17% → 15.16%-0.01 pp -3.51K (-1.50%) | Reduced | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $7.33M | 7.33% | 73.42K shares | 7.29% → 7.33%+0.04 pp +455 (+0.62%) | Added | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $3.77M | 3.77% | 10.11K shares | 3.68% → 3.77%+0.09 pp -4 (-0.04%) | Reduced | ↗▾ |
| 05 | DBMFIMGP DBI MFT STR ETF-USD INCIMGP DBI MANAGED View history and evidence | $2.58M | 2.58% | 91.90K shares | 2.56% → 2.58%+0.02 pp -2.09K (-2.22%) | Reduced | ↗▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $2.30M | 2.30% | 21.44K shares | 2.26% → 2.30%+0.04 pp +142 (+0.67%) | Added | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $2.19M | 2.19% | 32.65K shares | 2.20% → 2.19%-0.01 pp -844 (-2.52%) | Reduced | ↗▾ |
| 08 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $2.07M | 2.07% | 18.18K shares | 2.06% → 2.07%+0.01 pp -1 (-0.01%) | Reduced | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $1.65M | 1.65% | 13.76K shares | 1.63% → 1.65%+0.02 pp -11 (-0.08%) | Reduced | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $695.20K | 0.70% | 1.43K shares | 0.68% → 0.70%+0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1536549 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100012690
}Take these holdings further.
This page includes 27 of 27 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 27 of 27 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1536549","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"1536549","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.