Mkd Wealth Coaches, LLC Portfolio Holdings

Mkd Wealth Coaches, LLC

  • $94.8 Billion
  • Q2 2025

Mkd Wealth Coaches, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $94.8 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.5B, Ishares Core S&P Mid Cap ETF with a value of $14.5B, Ishares Core U.S. Aggregate Bo with a value of $6.99B, Ishares Tr Russell 1000 ETF with a value of $3.68B, and Litman Gregory Fds Tr Imgp Dbi with a value of $2.38B.

Examining the 13F form we can see an increase of $6.47B in the current position value, from $88.4B to 94.8B.

Mkd Wealth Coaches, LLC is based out at Troy, MI

Below you can find more details about Mkd Wealth Coaches, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.8 Billion
ETFs: $93.7 Billion
Consumer Cyclical: $649 Million
Technology: $277 Million
Communication Services: $247 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.3T
$501 Million 0.53% of portfolio
2,282
Q2 2025 Reduced 0.09%
$3.35T
$277 Million 0.29% of portfolio
1,352
Q4 2024 Reduced 84.89%
$1.07T
$247 Million 0.26% of portfolio
1,400
Q4 2024 Added 1,900.0%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $94.8 Billion
  • Prior Value $88.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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