§ 13F · FUND PROFILE
Marks Group Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 481Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EFV | ISHARES TR | 446K | $33M | 3.2% | +28% |
| 2 | AAPL | APPLE INC | 92K | $23M | 2.2% | −5% |
| 3 | GOOG | ALPHABET INC | 77K | $22M | 2.1% | −30% |
| 4 | SPYM | SPDR SERIES TRUST | 273K | $21M | 2.0% | +2439% |
| 5 | EFG | ISHARES TR | 160K | $18M | 1.7% | +92% |
| 6 | IEMG | ISHARES INC | 243K | $17M | 1.6% | +8% |
| 7 | PVAL | PUTNAM ETF TRUST | 349K | $16M | 1.6% | +1510% |
| 8 | IVW | ISHARES TR | 142K | $16M | 1.5% | +417% |
| 9 | DYNF | BLACKROCK ETF TRUST | 239K | $14M | 1.3% | +1187% |
| 10 | RSG | REPUBLIC SVCS INC | 61K | $13M | 1.3% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARKS SIGNAL
AC read
Marks Group Wealth Management, Inc is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 481 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed