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Mkd Wealth Coaches, LLC Top Holdings and 13F Report (2025)

About Mkd Wealth Coaches, LLC

Investment Activity

  • Mkd Wealth Coaches, LLC has $100.37 million in total holdings as of September 30, 2025.
  • Mkd Wealth Coaches, LLC owns shares of 26 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 0.56% of the portfolio was purchased this quarter.
  • About 1.32% of the portfolio was sold this quarter.
  • This quarter, Mkd Wealth Coaches, LLC has purchased 25 new stocks and bought additional shares in 11 stocks.
  • Mkd Wealth Coaches, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

36468G103 - GAMESQUARE HLDGS INC
$8,146 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
2,472 shares (about $247.82K)
Alphabet
341 shares (about $82.90K)
Amazon.com
280 shares (about $61.48K)
iMGP DBi Managed Futures Strategy ETF
1,558 shares (about $42.55K)
Ford Motor
2,700 shares (about $32.29K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,365 shares (about $913.59K)
iShares Russell 1000 ETF
714 shares (about $260.95K)
iShares Core S&P Mid-Cap ETF
1,073 shares (about $70.02K)
iShares Gold Trust
451 shares (about $32.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMkd Wealth Coaches, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$56,728,209$913,589 -1.6%84,75856.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,225,751$70,024 -0.5%233,30915.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,315,107$247,817 3.5%72,9697.3%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$3,695,368$260,953 -6.6%10,1113.7%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$2,566,923$42,549 1.7%93,9922.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,268,138$22,576 1.0%21,2992.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,207,765$2,966 -0.1%33,4922.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,069,942$29,608 1.5%18,1772.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,636,835$23,171 -1.4%13,7751.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$683,4440.0%1,4250.7%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$675,867$16,481 2.5%8,3250.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$618,6990.0%6,6260.6%Finance
BUFB
Innovator Laddered Allocation Buffer ETF
$562,5480.0%15,7400.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$562,538$61,480 12.3%2,5620.6%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$494,3360.0%3,3940.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$423,237$82,897 24.4%1,7410.4%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$397,4100.0%2,1310.4%ETF
Apple Inc. stock logo
AAPL
Apple
$344,2960.0%1,3520.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$334,378$32,819 -8.9%4,5950.3%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$307,558$5,821 1.9%11,6760.3%ETF
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$284,329$26,263 -8.5%5,9760.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$283,897$7,792 2.8%12,0960.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$251,357$1,727 0.7%4,5120.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$229,0880.0%4940.2%Finance
Ford Motor Company stock logo
F
Ford Motor
$196,144$32,292 19.7%16,4000.2%Auto/Tires/Trucks
GAMESQUARE HLDGS INC
$8,146$8,146 New Holding12,0000.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data