Marks Wealth, LLC
CIK: 0001838660SEC EDGAR →
Portfolio Value
$298.7B
Holdings
21
As of
Q4 2025
New Positions
21
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LISTED FDS TR | 661,332 | $43.6B | 14.60% |
| 2 | VANGUARD WORLD FD | 212,223 | $41.1B | 13.76% |
| 3 | SELECT SECTOR SPDR TR | 670,399 | $36.7B | 12.29% |
| 4 | ISHARES TR | 252,782 | $34.6B | 11.57% |
| 5 | VANGUARD SCOTTSDALE FDS | 411,182 | $32.8B | 10.97% |
| 6 | SPDR SERIES TRUST | 236,668 | $28.9B | 9.66% |
| 7 | ISHARES TR | 679,794 | $20.7B | 6.93% |
| 8 | VANGUARD WHITEHALL FDS | 247,679 | $16.7B | 5.59% |
| 9 | VANGUARD SCOTTSDALE FDS | 198,775 | $16.6B | 5.57% |
| 10 | APPLE INC | 50,988 | $13.9B | 4.64% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (21)
$43.6B · 661K shares
$41.1B · 212K shares
$36.7B · 670K shares
$34.6B · 253K shares
$32.8B · 411K shares
$28.9B · 237K shares
$20.7B · 680K shares
$16.7B · 248K shares
$16.6B · 199K shares
$13.9B · 51K shares
$8.1B · 29K shares
$1.7B · 29K shares
$943.0M · 9K shares
$520.0M · 7K shares
$369.0M · 3K shares
$334.0M · 2K shares
$265.0M · 1K shares
$253.0M · 818 shares
$226.0M · 980 shares
$225.0M · 210 shares
$207.0M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 14 | $283.3B | 94.9% |
| Technology | 1 | $13.9B | 4.6% |
| Healthcare | 2 | $559.0M | 0.2% |
| Consumer Cyclical | 2 | $479.0M | 0.2% |
| Industrials | 1 | $265.0M | 0.1% |
| Energy | 1 | $207.0M | 0.1% |