Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marks Group Wealth Management, Inc (CIK 1802473) reported $1.15B across 350 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($98.3M, 8.57%), IVW ($38.6M, 3.37%), EFG ($36.9M, 3.22%), AAPL ($30.1M, 2.62%), PVAL ($29.7M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $98.3M | 8.57% | 1.1M | Added |
| 2 | IVW | ISHARES TR | $38.6M | 3.37% | 280,897 | Added |
| 3 | EFG | ISHARES TR | $36.9M | 3.22% | 296,920 | Added |
| 4 | AAPL | APPLE INC | $30.1M | 2.62% | 104,089 | Trimmed |
| 5 | PVAL | PUTNAM ETF TRUST | $29.7M | 2.58% | 582,267 | Added |
| 6 | BAI | BLACKROCK ETF TRUST | $27.1M | 2.36% | 514,468 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $24.8M | 2.16% | 364,029 | Added |
| 8 | GOOG | ALPHABET INC | $22.3M | 1.94% | 62,992 | Trimmed |
| 9 | EFV | ISHARES TR | $20.5M | 1.78% | 267,272 | Trimmed |
| 10 | IEMG | ISHARES INC | $19.7M | 1.71% | 237,380 | Trimmed |
| 11 | FDMO | FIDELITY COVINGTON TRUST | $17.0M | 1.48% | 172,437 | Added |
| 12 | JQUA | J P MORGAN EXCHANGE TRADED F | $16.3M | 1.42% | 224,884 | Added |
| 13 | IDHQ | INVESCO EXCH TRADED FD TR II | $14.1M | 1.23% | 322,617 | New |
| 14 | BLCR | BLACKROCK ETF TRUST | $13.2M | 1.15% | 262,154 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $13.0M | 1.13% | 65,083 | Trimmed |
| 16 | CORO | BLACKROCK ETF TRUST | $13.0M | 1.13% | 354,960 | New |
| 17 | ECOW | PACER FDS TR | $12.8M | 1.11% | 481,889 | Added |
| 18 | MSFT | MICROSOFT CORP | $12.7M | 1.10% | 33,921 | Trimmed |
| 19 | META | META PLATFORMS INC | $11.5M | 1.00% | 20,439 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $11.3M | 0.98% | 47,402 | Trimmed |
| 21 | SHLD | GLOBAL X FDS | $11.2M | 0.97% | 187,085 | New |
| 22 | UNH | UNITEDHEALTH GROUP INC | $9.9M | 0.86% | 23,818 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $9.8M | 0.85% | 14,212 | Added |
| 24 | RSG | REPUBLIC SVCS INC | $8.6M | 0.75% | 40,551 | Trimmed |
| 25 | GE | GE AEROSPACE | $8.4M | 0.73% | 22,482 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30