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 Wealth, LLC (CIK 1838660) reported $461.9M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VLUE ($108.2M, 23.42%), SHV ($83.5M, 18.07%), VGT ($56.2M, 12.16%), VCSH ($45.0M, 9.74%), SPMO ($38.7M, 8.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $108.2M | 23.42% | 541,454 | Added |
| 2 | SHV | ISHARES TR | $83.5M | 18.07% | 756,645 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $56.2M | 12.16% | 469,868 | New |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $45.0M | 9.74% | 569,042 | Added |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $38.7M | 8.37% | 239,332 | New |
| 6 | SOXX | ISHARES TR | $31.3M | 6.78% | 48,876 | New |
| 7 | KBWB | INVESCO EXCH TRADED FD TR II | $31.3M | 6.77% | 336,481 | New |
| 8 | VIS | VANGUARD WORLD FD | $29.8M | 6.45% | 82,704 | New |
| 9 | CIBR | FIRST TR EXCHANGE-TRADED FD | $20.1M | 4.36% | 223,913 | New |
| 10 | IEMG | ISHARES INC | $14.3M | 3.10% | 172,980 | New |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.29% | 21,671 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $533,837 | 0.12% | 2,802 | New |
| 13 | MAR | MARRIOTT INTL INC NEW | $303,143 | 0.07% | 818 | Hold |
| 14 | BDX | BECTON DICKINSON & CO | $261,776 | 0.06% | 1,730 | Added |
| 15 | AMZN | AMAZON COM INC | $233,573 | 0.05% | 980 | Hold |
| 16 | BA | BOEING CO | $245,477 | 0.05% | 1,134 | Trimmed |
| 17 | GEV | GE VERNOVA INC | $248,053 | 0.05% | 211 | New |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $249,895 | 0.05% | 3,302 | New |
| 19 | UPS | UNITED PARCEL SVCS INC | $201,885 | 0.04% | 1,878 | New |
| 20 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | Exited |
| 21 | ILF | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 22 | MAGS | LISTED FDS TR | $0 | 0.00% | 0 | Exited |
| 23 | BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30