Marks Wealth, LLC - Portfolio Stock Holdings
Marks Wealth, LLC disclosed 23 stock positions in a recent SEC 13F filing. $461,941,713 of stock holdings were filed, with the largest holdings including VLUE, SHV, and VGT. This filing represented positions held on June 30, 2026, and was filed on July 29, 2026.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.
Report Period:
June 30, 2026No. of Stocks:
23Est. Stock Holding Value:
$461,941,713Top Stock Holdings By Sector
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Portfolio Stock Holdings - Marks Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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