Home › Marks Wealth, LLC

Marks Wealth, LLC 13F holdings

Filed 2026-07-29 · Marks Wealth, LLC · 19 positions · $461.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VLUEISHARES TR541.5K$108.2M23.4%
SHVISHARES TR756.6K$83.5M18.1%
VGTVANGUARD WORLD FD469.9K$56.2M12.2%
VCSHVANGUARD SCOTTSDALE FDS569.0K$45.0M9.7%
SPMOINVESCO EXCH TRADED FD TR II239.3K$38.7M8.4%
SOXXISHARES TR48.9K$31.3M6.8%
KBWBINVESCO EXCH TRADED FD TR II336.5K$31.3M6.8%
VISVANGUARD WORLD FD82.7K$29.8M6.5%
CIBRFIRST TR EXCHANGE-TRADED FD223.9K$20.1M4.4%
ACWIISHARES INC173.0K$14.3M3.1%
JEPQJ P MORGAN EXCHANGE TRADED F21.7K$1.3M0.3%
XLKSELECT SECTOR SPDR TR2.8K$533,8370.1%
MARMARRIOTT INTL INC NEW818$303,1430.1%
BDXBECTON DICKINSON & CO1.7K$261,7760.1%
VBILVANGUARD INSTL INDEX FD3.3K$249,8950.1%
GEVGE VERNOVA INC211$248,0530.1%
BABOEING CO1.1K$245,4770.1%
AMZNAMAZON COM INC980$233,5730.1%
UPSUNITED PARCEL SVCS INC1.9K$201,8850.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}