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Marks Wealth, LLC

Q1 2026 13F Holdings

  • Location
    ellicott city, MD
  • Num holdings

    12

  • Value ($000)

    $380,079

  • Date Filed
    05/04/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$238.24M
63 %

2,158,181

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$43.39M
11 %

547,376

V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$43.37M
11 %

305,035

M
MAGS

LISTED FDS TR

ROUNDHILL MAGNIF
53656G498
$30.8M
8 %

531,545

I
ILF

ISHARES TR

LATN AMER 40 ETF
464287390
$21.3M
6 %

599,680

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$1.49M
0 %

26,772

B
BDX

BECTON DICKINSON & CO

COM
075887109
$271.59K
0 %

1,727

M
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$267.54K
0 %

818

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R523
$260.43K
0 %

2,619

B
BA

BOEING CO

COM
097023105
$243.02K
0 %

1,221

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