account_balance
Investment manager · 13F filer · SEC CIK 1802473
Marks Group Wealth Management, Inc
Reported value$1.14Bas of Sep 30, 2026
Positions357 29 new, 22 sold out
Top 10 weight32.7%SPYM alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
9.8%Added +12%
IVWiShares Tr
3.9%Added +10%
EFGiShares Tr
3.0%Trimmed −2%
PVALPutnam ETF Trust
2.9%Added +10%
AAPLApple Inc.
2.9%Trimmed −3%
DYNFBlackRock ETF Trust
2.6%Added +19%
COROBlackRock ETF Trust
2.2%Added +94%
EFViShares Tr
1.9%
GOOGAlphabet Inc.
1.8%Trimmed −6%
BAIBlackRock ETF Trust
1.7%−19%
DFICDimensional ETF Trust
1.7%New
JQUAJ P Morgan Exchange Traded F
1.6%+11%
SPYMSPDR Series Trust
9.8%Added +12%
IVWiShares Tr
3.9%
EFGiShares Tr
3.0%−2%
PVALPutnam ETF Trust
2.9%+10%
AAPLApple Inc.
2.9%−3%
DYNFBlackRock ETF Trust
2.6%
COROBlackRock ETF Trust
2.2%
EFViShares Tr
1.9%
GOOGAlphabet Inc.
1.8%
BAI1.7%
DFIC1.7%
JQUA1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 9.8% Added +12%
IVW iShares Tr 3.9% Added +10%
EFG iShares Tr 3.0% Trimmed −2%
PVAL Putnam ETF Trust 2.9% Added +10%
AAPL Apple Inc. 2.9% Trimmed −3%DYNF BlackRock ETF Trust 2.6% Added +19%
CORO BlackRock ETF Trust 2.2% Added +94%
EFV iShares Tr 1.9% Held
GOOG Alphabet Inc. 1.8% Trimmed −6%BAI BlackRock ETF Trust 1.7% Trimmed −19%
DFIC Dimensional ETF Trust 1.7% New
JQUA J P Morgan Exchange Traded F 1.6% Added +11%
What changed
Biggest moves since Jun 30, 2026
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