Mackey Komara & Dankovich

Latest statistics and disclosures from Mkd Wealth Coaches's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IJH, AGG, IWB, DBMF, and represent 84.95% of Mkd Wealth Coaches's stock portfolio.
  • Added to shares of these 10 stocks: IVV, VEA, IJH, IJR, SPY, VUG, DIA, DBMF, SCHZ, AGG.
  • Started 4 new stock positions in SPY, VEA, DIA, MVIS.
  • Reduced shares in these 8 stocks: DELL, VTV, IEMG, SCHF, SCHX, GOOGL, AMZN, EFG.
  • Sold out of its position in DELL.
  • Mkd Wealth Coaches was a net buyer of stock by $3.4M.
  • Mkd Wealth Coaches has $117M in assets under management (AUM), dropping by 15.18%.
  • Central Index Key (CIK): 0001536549

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Positions held by Mackey Komara & Dankovich consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mkd Wealth Coaches

Mkd Wealth Coaches holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 55.6 $65M +2% 87k 748.89
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Ishares Tr Core S&p Mcp Etf (IJH) 16.9 $20M +2% 256k 77.11
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Ishares Tr Core Us Aggbd Et (AGG) 6.4 $7.5M 76k 98.98
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Ishares Tr Rus 1000 Etf (IWB) 3.5 $4.1M 10k 409.50
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Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 2.6 $3.1M +5% 101k 30.61
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Ishares Tr National Mun Etf (MUB) 2.0 $2.4M 22k 107.62
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Ishares Core Msci Emkt (IEMG) 1.9 $2.2M 27k 82.84
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Ishares Tr Eafe Grwth Etf (EFG) 1.9 $2.2M 17k 124.42
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Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.1M +19% 14k 148.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.2M NEW 18k 71.25
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $701k 6.7k 103.88
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $662k +2% 8.3k 79.97
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Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.5 $619k 16k 39.31
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $558k 3.4k 164.27
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Amazon (AMZN) 0.5 $544k 2.3k 238.34
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $500k 1.4k 357.37
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Vanguard Index Fds Value Etf (VTV) 0.3 $396k -14% 1.8k 217.93
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Vanguard Index Fds Growth Etf (VUG) 0.3 $364k +196% 4.2k 86.14
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $359k +21% 16k 23.13
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Ishares Gold Tr Ishares New (IAU) 0.3 $351k 4.7k 75.51
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $344k -3% 12k 29.43
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Apple (AAPL) 0.3 $340k +7% 1.2k 289.39
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Ishares Tr Core 40 Mode Etf (AOM) 0.3 $305k +7% 6.1k 49.89
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Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $279k 4.6k 60.29
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $258k NEW 345.00 746.77
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $230k 7.3k 31.71
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $224k NEW 428.00 522.39
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $218k -9% 7.9k 27.70
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Ford Motor Company (F) 0.2 $190k 14k 13.90
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Microvision Inc Del Com New (MVIS) 0.0 $14k NEW 42k 0.33
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Gamesquare Hldgs (GAME) 0.0 $4.7k 12k 0.40
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Past Filings by Mkd Wealth Coaches

SEC 13F filings are viewable for Mkd Wealth Coaches going back to 2018

View all past filings