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 $380.1M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($238.2M, 62.68%), VCSH ($43.4M, 11.42%), VLUE ($43.4M, 11.41%), MAGS ($30.8M, 8.10%), ILF ($21.3M, 5.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $238.2M | 62.68% | 2.2M | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $43.4M | 11.42% | 547,376 | Added |
| 3 | VLUE | ISHARES TR | $43.4M | 11.41% | 305,035 | Added |
| 4 | MAGS | LISTED FDS TR | $30.8M | 8.10% | 531,545 | Trimmed |
| 5 | ILF | ISHARES TR | $21.3M | 5.60% | 599,680 | Trimmed |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.39% | 26,772 | Trimmed |
| 7 | BDX | BECTON DICKINSON & CO | $271,590 | 0.07% | 1,727 | Added |
| 8 | MAR | MARRIOTT INTL INC NEW | $267,543 | 0.07% | 818 | Hold |
| 9 | BILS | SPDR SERIES TRUST | $260,433 | 0.07% | 2,619 | New |
| 10 | BA | BOEING CO | $243,016 | 0.06% | 1,221 | Hold |
| 11 | ET | ENERGY TRANSFER L P | $242,408 | 0.06% | 12,560 | Hold |
| 12 | AMZN | AMAZON COM INC | $204,105 | 0.05% | 980 | Hold |
| 13 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 14 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 15 | XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 16 | XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
| 17 | XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
| 18 | OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | Exited |
| 19 | VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | Exited |
| 20 | VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | Exited |
| 21 | VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31