§ 13F · FUND PROFILE
Marks Group Wealth Management, Inc.
AUM · $1.1B (13F)Positions · 584Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.12M | $98M | 8.5% | +310% |
| 2 | IVW | ISHARES TR | 280K | $39M | 3.4% | +98% |
| 3 | EFG | ISHARES TR | 297K | $37M | 3.2% | +85% |
| 4 | PVAL | PUTNAM ETF TRUST | 581K | $30M | 2.6% | +67% |
| 5 | BAI | BLACKROCK ETF TRUST | 514K | $27M | 2.4% | +165% |
| 6 | AAPL | APPLE INC | 87K | $25M | 2.2% | −6% |
| 7 | DYNF | BLACKROCK ETF TRUST | 363K | $25M | 2.1% | +52% |
| 8 | GOOG | ALPHABET INC | 63K | $22M | 1.9% | −19% |
| 9 | EFV | ISHARES TR | 267K | $20M | 1.8% | −40% |
| 10 | IEMG | ISHARES INC | 237K | $20M | 1.7% | −2% |
§ 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 584 positions.
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