§ 13F · FUND PROFILE
Marks Group Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1075.1T (13F)Positions · 467Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 110K | $34.6T | 3.3% | −25% |
| 2 | AAPL | APPLE INC | 98K | $26.6T | 2.5% | — |
| 3 | EFV | ISHARES TR | 349K | $25.0T | 2.4% | +32% |
| 4 | RSG | REPUBLIC SVCS INC | 78K | $16.6T | 1.6% | — |
| 5 | SYK | STRYKER CORPORATION | 44K | $15.4T | 1.5% | −12% |
| 6 | ICE | INTERCONTINENTAL EXCHANGE IN | 94K | $15.3T | 1.5% | −12% |
| 7 | IEMG | ISHARES INC | 226K | $15.2T | 1.5% | +29% |
| 8 | UNH | UNITEDHEALTH GROUP INC | 44K | $14.5T | 1.4% | — |
| 9 | META | META PLATFORMS INC | 21K | $14.2T | 1.4% | — |
| 10 | GE | GE AEROSPACE | 45K | $14.0T | 1.3% | +251% |
§ 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 $1075122.4 trillion in assets. The fund runs a broad portfolio of 467 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed