Universe · entity
Marks Wealth, LLC
Institutional manager (13F) · CIK 1838660
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $380M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $238M | 2,158,181 |
| 2 | VANGUARD SCOTTSDALE FDS | $43M | 547,376 |
| 3 | ISHARES TR | $43M | 305,035 |
| 4 | LISTED FDS TR | $31M | 531,545 |
| 5 | ISHARES TR | $21M | 599,680 |
| 6 | J P MORGAN EXCHANGE TRADED F | $1M | 26,772 |
| 7 | BECTON DICKINSON & CO | $272k | 1,727 |
| 8 | MARRIOTT INTL INC NEW | $268k | 818 |
| 9 | SPDR SERIES TRUST | $260k | 2,619 |
| 10 | BOEING CO | $243k | 1,221 |
| 11 | ENERGY TRANSFER L P | $242k | 12,560 |
| 12 | AMAZON COM INC | $204k | 980 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.