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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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