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MKD Wealth Coaches, LLC
MKD Wealth Coaches, LLC is a registered investment adviser based in Troy, Michigan, serving entrepreneurs, families, and executives with values-aligned investment management and strategic wealth coaching. The firm was founded in 2006 and employs around 12-13 people. MKD offers fiduciary advice, transparent fee structures (percentage of assets, hourly, and fixed fees), and does not take commissions on recommended products. Its focus is on long-term wealth planning and clarity for clients in Metro Detroit and beyond.
Investment Strategy
MKD Wealth Coaches employs a values-aligned investment management approach, combining strategic planning with fiduciary, client-centric advice. The firm focuses on building diversified portfolios geared toward long-term growth and stability, aiming to enhance clients' clarity and confidence. MKD serves primarily individuals (including high-net-worth), families, and entrepreneurs, utilizing a disciplined process to align clients' investments with their personal goals and values.
Latest 13F Filing Activity
MKD Wealth Coaches, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 26 equity positions with a total 13F market value of $100M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. MKD Wealth Coaches, LLC reduced exposure to Ishares TR, Gamesquare HLDGS Inc., Schwab Strategic TR among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 56.52% | $56.7M | 84,758 | $588.62 | $669.30 | +$3.3M |
I IJH | ISHARES TR | 15.17% | $15.2M | 233,309 | $58.66 | $65.26 | +$689.4K |
A AGG | ISHARES TR | 7.29% | $7.3M | 72,969 | $97.15 | $100.25 | +$321.8K |
I IWB | ISHARES TR | 3.68% | $3.7M | 10,111 | $322.16 | $365.48 | +$19.5K |
D DBMF | LITMAN GREGORY FDS TR | 2.56% | $2.6M | 93,992 | $26.15 | $27.31 | +$188.6K |
Industry Allocation
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