Marks Group Wealth Management, Inc — 13F holdings

Marks Group Wealth Management, Inc reported 584 holdings worth $1.15B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $98.3M (8.6%)
2. IVW ISHARES TR — $38.6M (3.4%)
3. EFG ISHARES TR — $36.9M (3.2%)
4. AAPL APPLE INC — $30.1M (2.6%)
5. PVAL PUTNAM ETF TRUST — $29.7M (2.6%)
6. BAI BLACKROCK ETF TRUST — $27.1M (2.4%)
7. DYNF BLACKROCK ETF TRUST — $24.8M (2.2%)
8. GOOG ALPHABET INC — $22.3M (1.9%)
9. EFV ISHARES TR — $20.5M (1.8%)
10. IEMG ISHARES INC — $19.7M (1.7%)