StockDriftsStockDriftsTop 19 Marks Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 23.42% | 541.5K | $108.2M | +77.51%(+236.42K) | $148.42(+37.50%) | 2026-06-30 | |
| SHV | ISHARES TR | 18.07% | 756.6K | $83.5M | -64.94%(-1.40M) | $110.27(-0.03%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 12.16% | 469.9K | $56.2M | new | $101.55(+20.70%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.74% | 569.0K | $45.0M | +3.96%(+21.67K) | $79.80(-1.46%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 8.37% | 239.3K | $38.7M | new | $105.66(+45.10%) | 2026-06-30 | |
| SOXX | ISHARES TR | 6.78% | 48.9K | $31.3M | new | $225.17(+150.46%) | 2026-06-30 | |
| KBWB | INVESCO EXCH TRADED FD TR II | 6.77% | 336.5K | $31.3M | new | $78.37(+27.20%) | 2026-06-30 | |
| VIS | VANGUARD WORLD FD | 6.45% | 82.7K | $29.8M | new | $331.14(+8.41%) | 2026-06-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 4.36% | 223.9K | $20.1M | new | $58.80(+66.87%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.1% | 173.0K | $14.3M | new | $75.08(+10.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -0.43% | -1.29% | -3.79% | -17.56% |
| Top 20 Holdings Unweighted | +3.27% | +10.13% | -0.54% | -2.69% |
Marks Wealth, LLC reports $461.94M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are VLUE (23.4%), SHV (18.1%) and VGT (12.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -1.29% 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 Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838660). View Marks Wealth, LLC’s 13F filings on SEC