Markowski Investments holds a diversified book of 618 stocks worth $454.2M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). Their largest long position is SS SPDR P S&P 500 Growth ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Markowski Investments
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $604.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $169.7B |
| UBS Group AG | 80 / 80 | $155.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $73.6B |
| STIFEL FINANCIAL CORP | 80 / 80 | $34.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $15.1B |
Ranked by how many of Markowski Investments's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust COM | $36.4M | 306.2K | 8.0% | ▲New New position | |
| 2 | Vanguard World FD COM | $28.7M | 240.1K | 6.3% | ▲New New position | |
| 3 | Vanguard Specialized Funds COM | $25.4M | 107.5K | 5.6% | ▲New New position | |
| 4 | Vanguard Whitehall FDS COM | $22.8M | 144.5K | 5.0% | ▲New New position | |
| 5 | Janus Detroit STR TR COM | $20.6M | 408.0K | 4.5% | ▲New New position | |
| 6 | Apple Inc COM | $19.5M | 67.4K | 4.3% | ▲New New position | |
| 7 | Invesco Exchange Traded FD T COM | $18.3M | 195.6K | 4.0% | ▲New New position | |
| 8 | Ishares TR COM | $16.8M | 549.6K | 3.7% | ▲New New position | |
| 9 | Janus Detroit STR TR COM | $13.6M | 287.6K | 3.0% | ▲New New position | |
| 10 | Vanguard Whitehall FDS COM | $13.4M | 136.5K | 3.0% | ▲New New position | |
| 11 | Capital Grp Fixed Incm ETF T COM | $12.9M | 471.3K | 2.8% | ▲New New position | |
| 12 | Vanguard Index FDS COM | $12.2M | 142.0K | 2.7% | ▲New New position | |
| 13 | Goldman Sachs ETF TR COM | $12.0M | 202.7K | 2.6% | ▲New New position | |
| 14 | Alphabet Inc CL A | $11.9M | 33.3K | 2.6% | ▲New New position | |
| 15 | Nvidia Corporation COM | $10.6M | 52.8K | 2.3% | ▲New New position | |
| 16 | Goldman Sachs ETF TR COM | $10.4M | 188.0K | 2.3% | ▲New New position | |
| 17 | Vanguard Index FDS COM | $10.3M | 107.2K | 2.3% | ▲New New position | |
| 18 | Pacer FDS TR COM | $9.2M | 148.7K | 2.0% | ▲New New position | |
| 19 | Microsoft Corp COM | $8.3M | 22.3K | 1.8% | ▲New New position | |
| 20 | Amazon Com Inc COM | $7.9M | 33.2K | 1.7% | ▲New New position | |
| 21 | JPMorgan Chase &CO COM | $7.4M | 22.5K | 1.6% | ▲New New position | |
| 22 | Vanguard Value Index Fund ETF Shares COM | $5.1M | 23.6K | 1.1% | ▲New New position | |
| 23 | Goldman Sachs Group Inc COM | $4.8M | 4.8K | 1.1% | ▲New New position | |
| 24 | Broadcom Inc COM | $4.7M | 12.4K | 1.0% | ▲New New position | |
| 25 | Alphabet Inc CL C | $4.7M | 13.2K | 1.0% | ▲New New position | |
| 26 | American Centy ETF TR COM | $3.8M | 42.1K | 0.8% | ▲New New position | |
| 27 | Wells Fargo &CO COM | $3.7M | 44.2K | 0.8% | ▲New New position | |
| 28 | Select Sector SPDR TR COM | $3.6M | 18.6K | 0.8% | ▲New New position | |
| 29 | Duke Energy Corp New COM | $3.4M | 26.9K | 0.7% | ▲New New position | |
| 30 | First TR Exchange-Traded FD COM | $3.2M | 35.6K | 0.7% | ▲New New position | |
| 31 | Chevron Corporation COM | $3.2M | 19.3K | 0.7% | ▲New New position | |
| 32 | Meta Platforms Inc CL A | $2.9M | 5.2K | 0.6% | ▲New New position | |
| 33 | Caterpillar Inc COM | $2.9M | 2.7K | 0.6% | ▲New New position | |
| 34 | Abbvie Inc COM | $2.7M | 10.6K | 0.6% | ▲New New position | |
| 35 | Procter &Gamble Co COM | $2.6M | 17.6K | 0.6% | ▲New New position | |
| 36 | Palo Alto Networks Inc COM | $2.3M | 6.7K | 0.5% | ▲New New position | |
| 37 | Eli Lilly &CO COM | $2.2M | 1.8K | 0.5% | ▲New New position | |
| 38 | Costco Wholesale Corporation COM | $2.1M | 2.3K | 0.5% | ▲New New position | |
| 39 | Exxon Mobil Corp COM | $2.1M | 15.5K | 0.5% | ▲New New position | |
| 40 | Vanguard Materials Indexfund ETF Shares COM | $2.1M | 9.0K | 0.5% | ▲New New position | |
| 41 | Bondbloxx ETF Trust COM | $2.0M | 41.0K | 0.4% | ▲New New position | |
| 42 | Visa Inc CL A | $1.9M | 5.6K | 0.4% | ▲New New position | |
| 43 | Schwab Strategic TR COM | $1.6M | 48.4K | 0.4% | ▲New New position | |
| 44 | J P Morgan Exchange Traded F COM | $1.6M | 28.9K | 0.4% | ▲New New position | |
| 45 | Enbridge Inc COM | $1.6M | 29.8K | 0.4% | ▲New New position | |
| 46 | Coca Cola Co COM | $1.5M | 18.2K | 0.3% | ▲New New position | |
| 47 | Berkshire Hathaway Inc Del CL B | $1.4M | 2.8K | 0.3% | ▲New New position | |
| 48 | Lockheed Martin Corp COM | $1.4M | 2.7K | 0.3% | ▲New New position | |
| 49 | Uber Technologies Inc COM | $1.3M | 18.5K | 0.3% | ▲New New position | |
| 50 | Welltower Inc COM | $1.3M | 5.7K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2149795/holdings"
Use Arkolith to show Markowski Investments's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 619 | $454.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.