account_balance
Investment manager · 13F filer · SEC CIK 1838660
Marks Wealth, LLC
Reported value$459Mas of Sep 30, 2026
Positions15 2 new, 6 sold out
Top 10 weight99.7%VOO alone is 40%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
40.5%New
XLKSelect Sector SPDR Tr
17.7%Added +14748%
SHViShares Tr
11.9%Trimmed −35%
SGOViShares Tr
10.8%New
VLUEiShares Tr
7.8%Trimmed −67%
SOXXiShares Tr
5.6%Trimmed −8%
CIBRFirst Tr Exchange-Traded Fd
4.8%Trimmed −4%
JEPQ
VOOVanguard Index FDS
40.5%New
XLKSelect Sector SPDR Tr
17.7%Added +14748%
SHViShares Tr
11.9%Trimmed −35%
SGOViShares Tr
10.8%New
VLUEiShares Tr
7.8%
SOXX5.6%
CIBR4.8%
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
VOO Vanguard Index FDS 40.5% New
XLK Select Sector SPDR Tr 17.7% Added +14748%
SHV iShares Tr 11.9% Trimmed −35%
SGOV iShares Tr 10.8% New
VLUE iShares Tr 7.8% Trimmed −67%
SOXX iShares Tr 5.6% Trimmed −8%
CIBR First Tr Exchange-Traded Fd 4.8% Trimmed −4%
JEPQ J P Morgan Exchange Traded F 0.3% Trimmed −9%
VCSH Vanguard Scottsdale FDS 0.2% Trimmed −98%
VBIL Vanguard Instl Index Fd 0.1% Added +90%
BDX Becton Dickinson & Co 0.1% HeldMAR Marriott International Inc 0.1% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- VOO $186M
- SGOV $49.6M
arrow_upwardAdded
- XLK +14748%
arrow_downwardTrimmed
- VCSH −98%
- VLUE −67%
- SHV −35%
- JEPQ −9%
remove_circleSold out
- VGT $56.2M
- SPMO $38.7M
- KBWB $31.3M
- VIS $29.8M
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