Marks Wealth, LLC - Portfolio Stock Holdings

Marks Wealth, LLC disclosed 21 stock positions in a recent SEC 13F filing. $458,860,373 of stock holdings were filed, with the largest holdings including VOO, XLK, and SHV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $409,204,249 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.