§ 13F · FUND PROFILE
Marks Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.4T (13F)Positions · 22Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$250.8T 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 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MAGS | LISTED FDS TR | 661K | $43.6T | 14.6% | +98% |
| 2 | VOX | VANGUARD WORLD FD | 212K | $41.1T | 13.8% | NEW |
| 3 | XLF | SELECT SECTOR SPDR TR | 670K | $36.7T | 12.3% | NEW |
| 4 | VLUE | ISHARES TR | 253K | $34.6T | 11.6% | NEW |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 411K | $32.8T | 11.0% | NEW |
| 6 | XBI | SPDR SERIES TRUST | 237K | $28.9T | 9.7% | NEW |
| 7 | ILF | ISHARES TR | 680K | $20.7T | 6.9% | NEW |
| 8 | VWOB | VANGUARD WHITEHALL FDS | 248K | $16.7T | 5.6% | NEW |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 199K | $16.6T | 5.6% | NEW |
| 10 | AAPL | APPLE INC | 51K | $13.9T | 4.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARKS SIGNAL
AC read
Marks Wealth, LLC is a Other fund managing $308374.6 trillion in assets. The fund runs a focused portfolio of just 22 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