Mkd Wealth Coaches, LLC Portfolio Holdings

Mkd Wealth Coaches, LLC

  • $100 Billion
  • Q3 2025

Mkd Wealth Coaches, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 26 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 $56.7B, Ishares Core S&P Mid Cap ETF with a value of $15.2B, Ishares Core U.S. Aggregate Bo with a value of $7.32B, Ishares Tr Russell 1000 ETF with a value of $3.7B, and Litman Gregory Fds Tr Imgp Dbi with a value of $2.57B.

Examining the 13F form we can see an increase of $5.53B in the current position value, from $94.8B to 100B.

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 $100 Billion
ETFs: $98.8 Billion
Consumer Cyclical: $759 Million
Communication Services: $423 Million
Technology: $344 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.7 Billion 56.52% of portfolio
84,758
Q3 2025 Reduced 1.58%
$0
$15.2 Billion 15.17% of portfolio
233,309
Q3 2025 Reduced 0.46%
$0
$7.32 Billion 7.29% of portfolio
72,969
Q3 2025 Added 3.51%
$0
$3.7 Billion 3.68% of portfolio
10,111
Q3 2025 Reduced 6.6%
$0
$2.57 Billion 2.56% of portfolio
93,992
Q3 2025 Added 1.69%
$0
$2.27 Billion 2.26% of portfolio
21,299
Q3 2025 Added 1.01%
$0
$2.21 Billion 2.2% of portfolio
33,492
Q3 2025 Reduced 0.13%
$0
$2.07 Billion 2.06% of portfolio
18,177
Q3 2025 Added 1.45%
$0
$1.64 Billion 1.63% of portfolio
13,775
Q3 2025 Reduced 1.4%
$0
$683 Million 0.68% of portfolio
1,425
Q4 2024 Reduced 2.6%
$0
$676 Million 0.67% of portfolio
8,325
Q3 2025 Added 2.5%
$0
$619 Million 0.62% of portfolio
6,626
Q2 2025 Added 1.73%
$2.39T
$563 Million 0.56% of portfolio
2,562
Q3 2025 Added 12.27%
$0
$563 Million 0.56% of portfolio
15,740
Q4 2024 New
$0
$494 Million 0.49% of portfolio
3,394
Q2 2025 Reduced 0.18%
$1.65T
$423 Million 0.42% of portfolio
1,741
Q3 2025 Added 24.36%
$4.38T
$344 Million 0.34% of portfolio
1,352
Q4 2024 Reduced 84.89%
$65.3B
$334 Million 0.33% of portfolio
4,595
Q3 2025 Reduced 8.94%
$0
$308 Million 0.31% of portfolio
11,676
Q3 2025 Added 1.93%
$0
$284 Million 0.28% of portfolio
5,976
Q3 2025 Reduced 8.46%
$0
$284 Million 0.28% of portfolio
12,096
Q3 2025 Added 2.82%
$0
$251 Million 0.25% of portfolio
4,512
Q3 2025 Added 0.69%
$0
$229 Million 0.23% of portfolio
494
Q4 2024 New
$52.1B
$196 Million 0.2% of portfolio
16,400
Q3 2025 Added 19.71%
Gamesquare Hldgs Inc
-
$8.15 Million 0.01% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $100 Billion
  • Prior Value $94.8 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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