Marks Wealth, LLC

Q3 2025 13F Holdings

  • Location
    annapolis, MD
  • Num holdings

    24

  • Value ($000)

    $323,708

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001838660
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$67.76M
21 %

559,697

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$44.31M
14 %

157,223

S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$34.58M
11 %

312,928

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$29.74M
9 %

284,533

X
XAR

SPDR SERIES TRUST

AEROSPACE DEF
78464A631
$28.61M
9 %

121,766

M
MAGS

LISTED FDS TR

ROUNDHILL MAGNIF
53656G498
$21.66M
7 %

333,999

A
AIQ

GLOBAL X FDS

ARTIFICIAL ETF
37954Y632
$20.68M
6 %

418,750

G
GDX

VANECK ETF TRUST

GOLD MINERS ETF
92189F106
$18.11M
6 %

237,024

K
KBWB

INVESCO EXCH TRADED FD TR II

KBW BK ETF
46138E628
$17.01M
5 %

217,459

X
XLY

SELECT SECTOR SPDR TR

SBI CONS DISCR
81369Y407
$14.21M
4 %

59,317

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