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MKD WEALTH COACHES, LLC

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13F filer, CIK 1536549, TROY, MI

MKD WEALTH COACHES, LLC reported $100,012,690 across 27 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 93.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000020

Period
2025-12-31
Reported value
$100M
Holdings
27
Top 10 weight
93.6%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHFnew+8,590$207K
AGGadded+455$45.4K
MUBadded+142$15.2K
EFAadded+121$11.6K
SCHZadded+406$9.49K

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-3,215-$2.2M
IJHreduced-3,508-$232K
AAPLreduced-302-$82.1K
DBMFreduced-2,088-$58.6K
IEMGreduced-844-$56.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000020, largest first. % of portfolio is the value over $100,012,690, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,703 shares; 2025Q1: 85,562 shares; 2025Q2: 86,123 shares; 2025Q3: 84,758 shares; 2025Q4: 81,543 shares 81,543$55.9M55.84%-3,215Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,487 shares; 2025Q1: 221,466 shares; 2025Q2: 234,382 shares; 2025Q3: 233,309 shares; 2025Q4: 229,801 shares 229,801$15.2M15.16%-3,508Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,480 shares; 2025Q1: 72,536 shares; 2025Q2: 70,497 shares; 2025Q3: 72,969 shares; 2025Q4: 73,424 shares 73,424$7.33M7.33%+455Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,372 shares; 2025Q1: 11,289 shares; 2025Q2: 10,825 shares; 2025Q3: 10,111 shares; 2025Q4: 10,107 shares 10,107$3.77M3.77%-4Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,347 shares; 2025Q1: 92,427 shares; 2025Q2: 92,434 shares; 2025Q3: 93,992 shares; 2025Q4: 91,904 shares 91,904$2.58M2.58%-2,088Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,391 shares; 2025Q1: 21,337 shares; 2025Q2: 21,087 shares; 2025Q3: 21,299 shares; 2025Q4: 21,441 shares 21,441$2.3M2.3%+142Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,590 shares; 2025Q1: 34,238 shares; 2025Q2: 33,537 shares; 2025Q3: 33,492 shares; 2025Q4: 32,648 shares 32,648$2.19M2.19%-844Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,145 shares; 2025Q1: 18,193 shares; 2025Q2: 17,917 shares; 2025Q3: 18,177 shares; 2025Q4: 18,176 shares 18,176$2.07M2.07%-1Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,573 shares; 2025Q1: 27,844 shares; 2025Q2: 13,970 shares; 2025Q3: 13,775 shares; 2025Q4: 13,764 shares 13,764$1.65M1.65%-11Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares 1,425$695K0.7%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 8,301 shares; 2025Q2: 8,122 shares; 2025Q3: 8,325 shares; 2025Q4: 8,314 shares 8,314$670K0.67%-11Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,513 shares; 2025Q2: 6,626 shares; 2025Q3: 6,626 shares; 2025Q4: 6,747 shares 6,747$648K0.65%+121Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,282 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares 2,562$591K0.59%0Timeline
BUFBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 15,740 shares; 2025Q3: 15,740 shares; 2025Q4: 15,740 shares 15,740$577K0.58%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares 1,741$545K0.54%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares 3,394$505K0.5%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares 2,131$407K0.41%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,801 shares; 2025Q1: 5,049 shares; 2025Q2: 5,046 shares; 2025Q3: 4,595 shares; 2025Q4: 4,654 shares 4,654$378K0.38%+59Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,278 shares; 2025Q1: 11,209 shares; 2025Q2: 11,455 shares; 2025Q3: 11,676 shares; 2025Q4: 11,950 shares 11,950$322K0.32%+274Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,587 shares; 2025Q1: 11,434 shares; 2025Q2: 11,764 shares; 2025Q3: 12,096 shares; 2025Q4: 12,502 shares 12,502$292K0.29%+406Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,925 shares; 2025Q1: 6,071 shares; 2025Q2: 6,528 shares; 2025Q3: 5,976 shares; 2025Q4: 6,013 shares 6,013$287K0.29%+37Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,050 shares 1,050$285K0.29%-302Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,481 shares; 2025Q3: 4,512 shares; 2025Q4: 4,543 shares 4,543$258K0.26%+31Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,700 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares 16,400$215K0.22%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,590 shares 8,590$207K0.21%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 428 shares 428$206K0.21%-66Timeline
GAMEGAMESQUARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000$4.62K<0.01%0Timeline

How Q4 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 0001754960-26-000020 base2026-01-12acceptance time not in the bulk data set