Marks Wealth, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Marks Wealth, LLC held in its portfolio 21 assets valued at $298,714,248 (i.e. $298.71M).

The most valuable assets in the portfolio included: LISTED FDS TR ($43.62M), VANGUARD WORLD FD ($41.09M), and SELECT SECTOR SPDR TR ($36.72M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Marks Wealth, LLC Portfolio

LISTED FDS TR

VANGUARD WORLD FD

SELECT SECTOR SPDR TR

ISHARES TR

VANGUARD SCOTTSDALE FDS

SPDR SERIES TRUST

ISHARES TR

VANGUARD WHITEHALL FDS

VANGUARD SCOTTSDALE FDS

APPLE INC

Marks Wealth, LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
LISTED FDS TR	661332	43621459	ROUNDHILL MAGNIF
VANGUARD WORLD FD	212223	41092739	COMM SRVC ETF
SELECT SECTOR SPDR TR	670399	36717753	STATE STREET FIN
ISHARES TR	252782	34562883	MSCI USA VALUE
VANGUARD SCOTTSDALE FDS	411182	32783521	SHRT TRM CORP BD
SPDR SERIES TRUST	236668	28856929	STATE STREET SPD
ISHARES TR	679794	20699727	LATN AMER 40 ETF
VANGUARD WHITEHALL FDS	247679	16700995	EM MK GOV BD ETF
VANGUARD SCOTTSDALE FDS	198775	16647406	INT-TERM CORP
APPLE INC	50988	13861598	COM
VANECK ETF TRUST	28546	8129044	OIL SERVICES ETF
J P MORGAN EXCHANGE TRADED F	29144	1693878	NASDAQ EQT PREM
ISHARES TR	8567	943688	TRUST ISHARE 0-1
VANGUARD SCOTTSDALE FDS	6865	520710	LG-TERM COR BD
SELECT SECTOR SPDR TR	2565	369283	STATE STREET TEC
BECTON DICKINSON & CO	1725	334754	COM
BOEING CO	1221	265104	COM
MARRIOTT INTL INC NEW	818	253776	CL A
AMAZON COM INC	980	226204	COM
ELI LILLY & CO	210	225683	COM
ENERGY TRANSFER L P	12560	207114	COM UT LTD PTN