StockDriftsStockDriftsTop 50 Marks Group Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.57% | 1.12M | $98.3M | +309.67%(+845.95K) | $80.33(+13.33%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.37% | 280.9K | $38.6M | +98.26%(+139.21K) | $115.49(+22.75%) | 2026-06-30 | |
| EFG | ISHARES TR | 3.22% | 296.9K | $36.9M | +85.25%(+136.63K) | $112.67(+12.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.62% | 104.1K | $30.1M | -6.21%(-6.89K) | $141.97(+116.01%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 2.58% | 582.3K | $29.7M | +66.75%(+233.09K) | $46.81(+16.61%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.36% | 514.5K | $27.1M | +165.46%(+320.66K) | $37.38(+18.87%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.16% | 364.0K | $24.8M | +52.04%(+124.60K) | $60.36(+16.01%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.94% | 63.0K | $22.3M | -19.03%(-14.80K) | $84.96(+312.54%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.78% | 267.3K | $20.5M | -40.14%(-179.19K) | $63.62(+28.64%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.71% | 237.4K | $19.7M | -2.31%(-5.61K) | $57.59(+39.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.81% | +6.13% | +34.65% |
| Top 20 Holdings Unweighted | +10.18% | +33.75% | +4.71% | +25.87% |
Marks Group Wealth Management, Inc reports $1.15B in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.6%), IVW (3.4%) and EFG (3.2%). The top 20 holdings account for 42.04% of reported assets. Its disclosed equity book has returned +39.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marks Group Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802473). View Marks Group Wealth Management, Inc’s 13F filings on SEC