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Marks Group Wealth Management, Inc

Q2 2026 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    350

  • Value ($000)

    $1,147,981

  • Date Filed
    07/27/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$98.35M
9 %

1,119,123

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$38.63M
3 %

280,897

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$36.94M
3 %

296,920

A
AAPL

APPLE INC

COM
037833100
$30.12M
3 %

104,089

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$29.67M
3 %

582,267

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$27.12M
2 %

514,468

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$24.76M
2 %

364,029

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$22.26M
2 %

62,992

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$20.46M
2 %

267,272

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$19.66M
2 %

237,380

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