Marks Wealth, LLC — 13F holdings

Marks Wealth, LLC reported 19 holdings worth $462M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VLUE ISHARES TR — $108M (23.4%)
  2. SHV ISHARES TR — $83.5M (18.1%)
  3. VGT VANGUARD WORLD FD — $56.2M (12.2%)
  4. VCSH VANGUARD SCOTTSDALE FDS — $45.0M (9.7%)
  5. SPMO INVESCO EXCH TRADED FD TR II — $38.7M (8.4%)
  6. SOXX ISHARES TR — $31.3M (6.8%)
  7. KBWB INVESCO EXCH TRADED FD TR II — $31.3M (6.8%)
  8. VIS VANGUARD WORLD FD — $29.8M (6.5%)
  9. CIBR FIRST TR EXCHANGE TRADED FD — $20.1M (4.4%)
  10. IEMG ISHARES INC — $14.3M (3.1%)