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MKD WEALTH COACHES, LLC

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13F filer, CIK 1536549, TROY, MI

MKD WEALTH COACHES, LLC reported $100,371,310 across 26 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-07. Its ten largest share positions make up 94.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000635

Period
2025-09-30
Reported value
$100M
Holdings
26
Top 10 weight
94.05%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGadded+2,472$248K
GOOGLadded+341$82.9K
AMZNadded+280$61.5K
DBMFadded+1,558$42.5K
Fadded+2,700$32.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-1,365-$914K
IWBreduced-714-$261K
IJHreduced-1,073-$70K
IAUreduced-451-$32.8K
AOMreduced-552-$26.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001754960-25-000635, largest first. % of portfolio is the value over $100,371,310, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,703 shares; 2025Q1: 85,562 shares; 2025Q2: 86,123 shares; 2025Q3: 84,758 shares 84,758$56.7M56.52%-1,365Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,487 shares; 2025Q1: 221,466 shares; 2025Q2: 234,382 shares; 2025Q3: 233,309 shares 233,309$15.2M15.17%-1,073Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,480 shares; 2025Q1: 72,536 shares; 2025Q2: 70,497 shares; 2025Q3: 72,969 shares 72,969$7.32M7.29%+2,472Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,372 shares; 2025Q1: 11,289 shares; 2025Q2: 10,825 shares; 2025Q3: 10,111 shares 10,111$3.7M3.68%-714Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,347 shares; 2025Q1: 92,427 shares; 2025Q2: 92,434 shares; 2025Q3: 93,992 shares 93,992$2.57M2.56%+1,558Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,391 shares; 2025Q1: 21,337 shares; 2025Q2: 21,087 shares; 2025Q3: 21,299 shares 21,299$2.27M2.26%+212Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,590 shares; 2025Q1: 34,238 shares; 2025Q2: 33,537 shares; 2025Q3: 33,492 shares 33,492$2.21M2.2%-45Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,145 shares; 2025Q1: 18,193 shares; 2025Q2: 17,917 shares; 2025Q3: 18,177 shares 18,177$2.07M2.06%+260Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,573 shares; 2025Q1: 27,844 shares; 2025Q2: 13,970 shares; 2025Q3: 13,775 shares 13,775$1.64M1.63%-195Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425$683K0.68%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 8,301 shares; 2025Q2: 8,122 shares; 2025Q3: 8,325 shares 8,325$676K0.67%+203Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,513 shares; 2025Q2: 6,626 shares; 2025Q3: 6,626 shares 6,626$619K0.62%0Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 15,740 shares; 2025Q3: 15,740 shares 15,740$563K0.56%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,282 shares; 2025Q3: 2,562 shares 2,562$563K0.56%+280Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares 3,394$494K0.49%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,741 shares 1,741$423K0.42%+341Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares 2,131$397K0.4%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares 1,352$344K0.34%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,801 shares; 2025Q1: 5,049 shares; 2025Q2: 5,046 shares; 2025Q3: 4,595 shares 4,595$334K0.33%-451Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,278 shares; 2025Q1: 11,209 shares; 2025Q2: 11,455 shares; 2025Q3: 11,676 shares 11,676$308K0.31%+221Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,925 shares; 2025Q1: 6,071 shares; 2025Q2: 6,528 shares; 2025Q3: 5,976 shares 5,976$284K0.28%-552Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,587 shares; 2025Q1: 11,434 shares; 2025Q2: 11,764 shares; 2025Q3: 12,096 shares 12,096$284K0.28%+332Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,481 shares; 2025Q3: 4,512 shares 4,512$251K0.25%+31Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares 494$229K0.23%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,700 shares; 2025Q3: 16,400 shares 16,400$196K0.2%+2,700Timeline
GAMEGAMESQUARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000$8.15K0.01%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-25-000635 base2025-10-07acceptance time not in the bulk data set