Marks Wealth

Marks Wealth as of June 30, 2026

Portfolio Holdings for Marks Wealth

Marks Wealth holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Value (VLUE) 23.4 $108M 542k 199.81
Ishares Tr Trust Ishare 0-1 (SHV) 18.1 $84M 757k 110.35
Vanguard World Inf Tech Etf (VGT) 12.2 $56M 470k 119.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.7 $45M 569k 79.03
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 8.4 $39M 239k 161.54
Ishares Tr Ishares Semicdtr (SOXX) 6.8 $31M 49k 640.76
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 6.8 $31M 337k 92.98
Vanguard World Industrial Etf (VIS) 6.5 $30M 83k 360.38
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 4.4 $20M 224k 89.85
Ishares Core Msci Emkt (IEMG) 3.1 $14M 173k 82.84
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.3M 22k 61.46
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $534k 2.8k 190.52
Marriott Intl Cl A (MAR) 0.1 $303k 818.00 370.59
Becton, Dickinson and (BDX) 0.1 $262k 1.7k 151.32
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.1 $250k 3.3k 75.68
Ge Vernova (GEV) 0.1 $248k 211.00 1175.61
Boeing Company (BA) 0.1 $246k 1.1k 216.47
Amazon (AMZN) 0.1 $234k 980.00 238.34
United Parcel Svcs CL B (UPS) 0.0 $202k 1.9k 107.50