Mkd Wealth Coaches, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 27 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 $55.9B, Ishares Core S&P Mid Cap ETF with a value of $15.2B, Ishares Core U.S. Aggregate Bo with a value of $7.33B, Ishares Tr Russell 1000 ETF with a value of $3.77B, and Litman Gregory Fds Tr Imgp Dbi with a value of $2.58B.

Examining the 13F form we can see an decrease of $359M in the current position value, from $100B 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: $98.4 Billion
Consumer Cyclical: $807 Million
Communication Services: $545 Million
Technology: $285 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $100 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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