Marks Group Wealth Management
$1.1B 13F equity value
372 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Marks Group Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 1,119,123 | $98M | 8.6% |
| IVW | ISHARES TR | 280,897 | $39M | 3.4% |
| EFG | ISHARES TR | 296,920 | $37M | 3.2% |
| AAPL | APPLE INC | 104,089 | $30M | 2.6% |
| PVAL | PUTNAM ETF TRUST | 582,267 | $30M | 2.6% |
| BAI | BLACKROCK ETF TRUST | 514,468 | $27M | 2.4% |
| DYNF | BLACKROCK ETF TRUST | 364,029 | $25M | 2.2% |
| GOOG | ALPHABET INC | 62,992 | $22M | 1.9% |
| EFV | ISHARES TR | 267,272 | $20M | 1.8% |
| IEMG | ISHARES INC | 237,380 | $20M | 1.7% |
Track Marks Group Wealth Management's 13F portfolio: $1.1B in reported holdings, 372 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}