Marks Group Wealth Management, Inc
CIK 1802473
13F filing for Q2 2026・No. 2,351
- Holdings
- US$1.15B
- Quarter change
- +US$110.89M
- Entries
- 584
- Net bought (estimate)
- +US$37.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 24
- Cut 151
- Added 105
- Corporate actions 2
- Unchanged 57
Largest holdings
350 stocks worth US$1.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 1,119,123 | US$98.35M | 8.57% |
| ISHARES TRS&P 500 GRWT ETF | Added | 280,897 | US$38.63M | 3.37% |
| ISHARES TREAFE GRWTH ETF | Added | 296,920 | US$36.94M | 3.22% |
| AAPLAppleCOM | Cut | 104,089 | US$30.12M | 2.62% |
| PUTNAM ETF TRUSTFOCUSED LAR CAP | Added | 582,267 | US$29.67M | 2.58% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Added | 514,468 | US$27.12M | 2.36% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 364,029 | US$24.76M | 2.16% |
| GOOGALPHABET INCCAP STK CL C | Cut | 62,992 | US$22.26M | 1.94% |
| ISHARES TREAFE VALUE ETF | Cut | 267,272 | US$20.46M | 1.78% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 237,380 | US$19.66M | 1.71% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.