MKD WEALTH COACHES, LLC

CIK 0001536549 • 7 13F filings • Apr 10, 2025 – Oct 9, 2026

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Filer information

Filed by: MKD WEALTH COACHES, LLC, Agent
Address: 1301 W LONG LAKE RD, STE 210, TROY, MI, 48098
Phone: 844-844-3453
AUM: $100.0M

AUM over time

$120.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $120.9M34 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$584K	0.5%Prev: 0.4%	1,697 SH	Increased-44 SH
ALPHABET INC	CAP STK CL C	$307K	0.3%	901 SH	New
AMAZON COM INC	COM	$569K	0.5%Prev: 0.6%	2,282 SH	Increased-280 SH
APPLE INC	COM	$444K	0.4%Prev: 0.3%	1,333 SH	Increased-19 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$232K	0.2%	465 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$233K	0.2%Prev: 0.3%	3,829 SH	Decreased-683 SH
FORD MTR CO	COM	$165K	0.1%Prev: 0.2%	13,700 SH	Decreased-2,700 SH
IM GLOBAL PARTNER FUNDS	IMGP DBI MAN ETF	$3.3M	2.8%	102,663 SH	New
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$634K	0.5%Prev: 0.6%	15,740 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$214K	0.2%Prev: 0.3%	2,739 SH	Decreased-1,856 SH
ISHARES INC	CORE MSCI EMKT	$2.2M	1.8%Prev: 2.2%	26,877 SH	Decreased-6,615 SH
ISHARES TR	CORE 40 MODE ETF	$280K	0.2%	5,740 SH	New
ISHARES TR	CORE S&P MCP ETF	$19.0M	15.8%Prev: 15.2%	264,748 SH	Increased+31,439 SH
ISHARES TR	CORE S&P SCP ETF	$2.0M	1.6%Prev: 1.6%	14,560 SH	Increased+785 SH
ISHARES TR	CORE S&P TTL STK	$564K	0.5%Prev: 0.5%	3,394 SH	Increased
ISHARES TR	CORE S&P500 ETF	$67.9M	56.1%Prev: 56.5%	88,628 SH	Increased+3,870 SH
ISHARES TR	CORE US AGGBD ET	$7.3M	6.1%Prev: 7.3%	77,644 SH	Increased+4,675 SH
ISHARES TR	EAFE GRWTH ETF	$2.1M	1.7%Prev: 2.1%	17,279 SH	Increased-898 SH
ISHARES TR	IBOXX HI YD ETF	$659K	0.5%Prev: 0.7%	8,533 SH	Decreased+208 SH
ISHARES TR	MSCI EAFE ETF	$701K	0.6%Prev: 0.6%	6,747 SH	Increased+121 SH
ISHARES TR	NATIONAL MUN ETF	$2.3M	1.9%Prev: 2.3%	22,532 SH	Increased+1,233 SH
ISHARES TR	RUS 1000 ETF	$4.2M	3.4%Prev: 3.7%	10,022 SH	Increased-89 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$220K	0.2%	8,016 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$352K	0.3%Prev: 0.3%	15,928 SH	Increased+3,832 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$236K	0.2%	7,261 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$357K	0.3%Prev: 0.3%	11,885 SH	Increased+209 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$218K	0.2%	428 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$263K	0.2%	345 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$381K	0.3%	4,224 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$288K	0.2%	1,473 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$430K	0.4%	1,860 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$392K	0.3%	1,815 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$451K	0.4%	1,934 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	1.2%	20,609 SH	New

Sold (vs prior filing)

GAMESQUARE HLDGS INC — $8K
ISHARES TR — $284K
LITMAN GREGORY FDS TR — $2.6M
SPDR DOW JONES INDL AVERAGE — $229K
VANGUARD INDEX FDS — $683K
VANGUARD INDEX FDS — $397K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001754960-26-000020	$100.0M	View
Oct 9, 2026	Q3 2026	13F-HR	0001754960-26-000831	$120.9M	View
Oct 7, 2025	Q3 2025