MKD WEALTH COACHES, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 117,044
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 31 | 117,044 | 13F-HR | MKD WEALTH COACHES, LLC |
| Q1 2026 | 4/13/2026 | 28 | 101,621 | 13F-HR | MKD WEALTH COACHES, LLC |
| Q4 2025 | 1/12/2026 | 27 | 100,013 | 13F-HR | MKD WEALTH COACHES, LLC |
| Q3 2025 | 10/7/2025 | 26 | 100,371 | 13F-HR | MKD WEALTH COACHES, LLC |
| Q2 2025 | 7/11/2025 | 25 | 94,840 | 13F-HR | MKD WEALTH COACHES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.212 K | 1.9% | 0 | 3.646 K | -3.646 K |
| ETFs | 114.8 K | 98.1% | 19.07 K | 0 | 19.07 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
117,044
Holdings
31
QoQ value change ($000)
15,423
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.