MKD WEALTH COACHES, LLC

All 13F Filings

Location
Troy, MI
Most recent 13F
Q3 2026
Holdings value ($000)
120,913
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/8/2026 34 120,913 13F-HR MKD WEALTH COACHES, LLC
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 2.935 K 2.4% 723 0 723
ETFs 118 K 97.6% 3.147 K 0 3.147 K
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
120,913
Holdings
34
QoQ value change ($000)
3,869 (3.3%)
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.