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Marks Wealth, LLC

Q2 2026 13F Holdings

  • Location
    ellicott city, MD
  • Num holdings

    19

  • Value ($000)

    $461,942

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$108.19M
23 %

541,454

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$83.5M
18 %

756,645

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$56.16M
12 %

469,868

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$44.97M
10 %

569,042

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$38.66M
8 %

239,332

S
SOXX

ISHARES TR

ISHARES SEMICDTR
464287523
$31.32M
7 %

48,876

K
KBWB

INVESCO EXCH TRADED FD TR II

KBW BK ETF
46138E628
$31.29M
7 %

336,481

---

VANGUARD WORLD FD

INDUSTRIAL ETF
92204A603
$29.8M
7 %

82,704

C
CIBR

FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF
33734X846
$20.12M
4 %

223,913

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$14.33M
3 %

172,980

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