13F-HR filed by Marks Wealth, LLC
Marks Wealth, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 19 holding rows worth $461,941,847.
- Accession
- 0002085853-26-000902
- Filer
- CIK 1838660
- Filed
- 2026-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 19 entries on the cover page, a total value of $461,941,847 stated on the cover page (in dollars after the unit check, H1), rows summing to $461,941,847 with VALUE read as dollars as filed, 13F file number 028-21120. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 46432F388 | MSCI USA VALUE | 541,454 | $108,187,976 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 756,645 | $83,495,762 | dollars as filed | |
| VGT | 92204A702 | SHS | 469,868 | $56,158,623 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 569,042 | $44,971,373 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 239,332 | $38,661,691 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 48,876 | $31,317,786 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 336,481 | $31,286,003 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 82,704 | $29,804,868 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 223,913 | $20,118,583 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 172,980 | $14,329,663 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 21,671 | $1,331,880 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,802 | $533,837 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 818 | $303,143 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,730 | $261,776 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 3,302 | $249,895 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 211 | $248,053 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,134 | $245,477 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 980 | $233,573 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,878 | $201,885 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000902 | this filing | 2026-07-29 | acceptance time not in the bulk data set |