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Marks Group Wealth Management, Inc

Q1 2026 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    337

  • Value ($000)

    $1,037,087

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0001802473
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$33.19M
3 %

446,464

A
AAPL

APPLE INC

COM
037833100
$28.17M
3 %

110,979

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$22.32M
2 %

77,792

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$20.91M
2 %

273,176

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$17.85M
2 %

160,285

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$16.95M
2 %

242,992

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$16.2M
2 %

349,180

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$16.03M
2 %

141,683

M
MSFT

MICROSOFT CORP

COM
594918104
$14.09M
1 %

38,065

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$13.93M
1 %

239,427

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