Institutions / Marks Wealth, LLC
Marks Wealth, LLC
CIK 1838660 · Institution · as of Dec 31, 2025
Portfolio value
$298.71M
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Listed Fds Tr | $43.62M | 14.6% |
| Vanguard World Fd | $41.09M | 13.8% |
| Select Sector SPDR Tr | $36.72M | 12.3% |
| iShares Tr | $34.56M | 11.6% |
| Vanguard Scottsdale Fds | $32.78M | 11.0% |
| SPDR Series Trust | $28.86M | 9.7% |
| iShares Tr | $20.70M | 6.9% |
| Vanguard Whitehall Fds | $16.70M | 5.6% |
| Vanguard Scottsdale Fds | $16.65M | 5.6% |
| Apple Inc. | $13.86M | 4.6% |
| VanEck ETF Trust | $8.13M | 2.7% |
| J P Morgan Exchange Traded F | $1.69M | 0.6% |
| iShares Tr | $943.7K | 0.3% |
| Vanguard Scottsdale Fds | $520.7K | 0.2% |
| Select Sector SPDR Tr | $369.3K | 0.1% |
| Becton Dickinson & Co | $334.8K | 0.1% |
| The Boeing Company | $265.1K | 0.1% |
| Marriott International Inc/MD | $253.8K | 0.1% |
| Amazon.com Inc | $226.2K | 0.1% |
| ELI LILLY & Co | $225.7K | 0.1% |
| Energy Transfer LPET | $207.1K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.