Marks Wealth, LLC: 13F holdings
CIK 18386602026Q2
| Positions | 19 |
|---|
| Reported value | $461.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 19 (+7 vs prior quarter) |
|---|
| Reported value | $461.9m (+21.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VLUE ISHARES TR | 541,454 | $108.2m | 23.4% |
| SHV ISHARES TR | 756,645 | $83.5m | 18.1% |
| VGT VANGUARD WORLD FD | 469,868 | $56.2m | 12.2% |
| VCSH VANGUARD SCOTTSDALE FDS | 569,042 | $45.0m | 9.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 239,332 | $38.7m | 8.4% |
| SOXX ISHARES TR | 48,876 | $31.3m | 6.8% |
| KBWB INVESCO EXCH TRADED FD TR II | 336,481 | $31.3m | 6.8% |
| VIS VANGUARD WORLD FD | 82,704 | $29.8m | 6.5% |
| CIBR FIRST TR EXCHANGE-TRADED FD | 223,913 | $20.1m | 4.4% |
| IEMG ISHARES INC | 172,980 | $14.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1838660")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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