Marks Wealth

Marks Wealth as of Dec. 31, 2025

Portfolio Holdings for Marks Wealth

Marks Wealth holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Listed Fds Tr Roundhill Magnif (MAGS) 14.6 $44M 661k 65.96
Vanguard World Comm Srvc Etf (VOX) 13.8 $41M 212k 193.63
Select Sector Spdr Tr State Street Fin (XLF) 12.3 $37M 670k 54.77
Ishares Tr Msci Usa Value (VLUE) 11.6 $35M 253k 136.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.0 $33M 411k 79.73
Spdr Series Trust State Street Spd (XBI) 9.7 $29M 237k 121.93
Ishares Tr Latn Amer 40 Etf (ILF) 6.9 $21M 680k 30.45
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 5.6 $17M 248k 67.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.6 $17M 199k 83.75
Apple (AAPL) 4.6 $14M 51k 271.86
Vaneck Etf Trust Oil Services Etf (OIH) 2.7 $8.1M 29k 284.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.7M 29k 58.12
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $944k 8.6k 110.15
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $521k 6.9k 75.85
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $369k 2.6k 143.97
Becton, Dickinson and (BDX) 0.1 $335k 1.7k 194.06
Boeing Company (BA) 0.1 $265k 1.2k 217.12
Marriott Intl Cl A (MAR) 0.1 $254k 818.00 310.24
Amazon (AMZN) 0.1 $226k 980.00 230.82
Eli Lilly & Co. (LLY) 0.1 $226k 210.00 1074.68
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $207k 13k 16.49