MKD WEALTH COACHES, LLC

Q4 2025 13F-HR Holdings

Location
Troy, MI
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$100,013
Net value change ($000)
-358 (-0.4%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/7/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST 207 NEW
GOOGL 122 28.8%
IWB 79 2.1%
IAU 44 13.2%
MUB 29 1.3%
EFA 29 4.7%
AMZN 28 5.0%
AGG 19 0.3%
F 19 9.7%
IJR 17 1.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -876 -1.5%
AAPL -59 -17.2%
IJH -59 -0.4%
DIA -23 -10.0%
IEMG -13 -0.6%
HYG -6 -0.9%
GAME -3 -37.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type