Marks Group Wealth Management, Inc holds a diversified book of 350 stocks worth $1.1B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P International De and trimmed Apple Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2025 would be +5% (+7.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Marks Group Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Marks Group Wealth Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
57% 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.
Estimated $ traded · quarter-end prices, no cost basis
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 ST STR P500ETF | $98.3M | 1.12M | 8.6% | ▲+310% Added · +846K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $38.6M | 280.9K | 3.4% | ▲+98% Added · +139K sh | |
| 3 | Ishares TR EAFE GRWTH ETF | $36.9M | 296.9K | 3.2% | ▲+85% Added · +137K sh | |
| 4 | Apple Inc COM | $30.1M | 104.1K | 2.6% | ▼−6.2% Reduced · −7K sh | |
| 5 | Putnam ETF Trust FOCUSED LAR CAP | $29.7M | 582.3K | 2.6% | ▲+67% Added · +233K sh | |
| 6 | BlackRock ETF Trust ISHA I IN TE ETF | $27.1M | 514.5K | 2.4% | ▲+165% Added · +321K sh | |
| 7 | BlackRock ETF Trust ISHARES US EQUIT | $24.8M | 364.0K | 2.2% | ▲+52% Added · +125K sh | |
| 8 | Alphabet Inc CAP STK CL C | $22.3M | 63.0K | 1.9% | ▼−19% Reduced · −15K sh | |
| 9 | Ishares TR EAFE VALUE ETF | $20.5M | 267.3K | 1.8% | ▼−40% Reduced · −179K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $19.7M | 237.4K | 1.7% | ▼−2.3% Reduced · −6K sh | |
| 11 | Fidelity Covington Trust MOMENTUM FACTR | $17.0M | 172.4K | 1.5% | ▲+103% Added · +87K sh | |
| 12 | J P Morgan Exchange Traded F US QUALTY FCTR | $16.3M | 224.9K | 1.4% | ▲+8.2% Added · +17K sh | |
| 13 | Invesco Exch Traded FD TR II S&P INTL QULTY | $14.1M | 322.6K | 1.2% | ▲New New position | |
| 14 | BlackRock ETF Trust ISHA LA CORE ETF | $13.2M | 262.2K | 1.2% | ▲+126% Added · +146K sh | |
| 15 | Nvidia Corporation COM | $13.0M | 65.1K | 1.1% | ▼−12% Reduced · −9K sh | |
| 16 | BlackRock ETF Trust ISHA IN CTRY ETF | $13.0M | 355.0K | 1.1% | ▲New New position | |
| 17 | Pacer FDS TR EMRG MKT CASH | $12.8M | 481.9K | 1.1% | ▲+32% Added · +117K sh | |
| 18 | Microsoft Corp COM | $12.7M | 33.9K | 1.1% | ▼−11% Reduced · −4K sh | |
| 19 | Meta Platforms Inc CL A | $11.5M | 20.4K | 1.0% | ▼−5.3% Reduced · −1K sh | |
| 20 | Amazon Com Inc COM | $11.3M | 47.4K | 1.0% | ▼−6.4% Reduced · −3K sh | |
| 21 | Global X FDS DEFENSE TECH ETF | $11.2M | 187.1K | 1.0% | ▲New New position | |
| 22 | Unitedhealth Group Inc COM | $9.9M | 23.8K | 0.9% | ▼−40% Reduced · −16K sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $9.8M | 14.2K | 0.9% | ▲+0.4% Added · +53 sh | |
| 24 | Republic Svcs Inc COM | $8.6M | 40.6K | 0.8% | ▼−34% Reduced · −21K sh | |
| 25 | Ge Aerospace COM NEW | $8.4M | 22.5K | 0.7% | ▼−36% Reduced · −13K sh | |
| 26 | Nvent Elec PLC SHS | $8.3M | 49.0K | 0.7% | ▼−29% Reduced · −20K sh | |
| 27 | Visa Inc COM CL A | $8.1M | 23.7K | 0.7% | ▼−18% Reduced · −5K sh | |
| 28 | Stryker Corporation COM | $7.9M | 25.0K | 0.7% | ▼−28% Reduced · −10K sh | |
| 29 | Alphabet Inc CAP STK CL A | $7.6M | 21.1K | 0.7% | ▲+20% Added · +4K sh | |
| 30 | WW Grainger Inc COM | $7.0M | 5.2K | 0.6% | ▼−26% Reduced · −2K sh | |
| 31 | Curtiss Wright Corp COM | $7.0M | 9.3K | 0.6% | ▼−22% Reduced · −3K sh | |
| 32 | JPMorgan Chase & Co COM | $7.0M | 21.5K | 0.6% | ▲+3.2% Added · +669 sh | |
| 33 | Eaton Corp PLC SHS | $6.8M | 16.0K | 0.6% | ▼−25% Reduced · −5K sh | |
| 34 | Intercontinental Exchange In COM | $6.8M | 55.1K | 0.6% | ▼−26% Reduced · −19K sh | |
| 35 | Goldman Sachs Physical Gold UNIT | $6.8M | 170.6K | 0.6% | ▼−0.4% Reduced · −761 sh | |
| 36 | Emcor Group Inc COM | $6.8M | 8.1K | 0.6% | ▼−25% Reduced · −3K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $6.6M | 8.8K | 0.6% | ▼−0.3% Reduced · −31 sh | |
| 38 | American Centy ETF TR AVANTIS EMGMKT | $6.6M | 68.0K | 0.6% | ▲+113% Added · +36K sh | |
| 39 | Ametek Inc COM | $6.4M | 26.5K | 0.6% | ▼−22% Reduced · −8K sh | |
| 40 | RB Global Inc COM | $6.4M | 54.8K | 0.6% | ▼−18% Reduced · −12K sh | |
| 41 | TJX Cos Inc New COM | $6.3M | 41.6K | 0.5% | ▼−19% Reduced · −10K sh | |
| 42 | Itt Inc COM | $6.3M | 31.7K | 0.5% | ▼−23% Reduced · −9K sh | |
| 43 | Teledyne Technologies Inc COM | $6.1M | 9.2K | 0.5% | ▼−22% Reduced · −3K sh | |
| 44 | Texas Roadhouse Inc COM | $6.0M | 30.8K | 0.5% | ▼−20% Reduced · −8K sh | |
| 45 | Gallagher Arthur J & Co COM | $5.8M | 25.4K | 0.5% | ▼−15% Reduced · −5K sh | |
| 46 | Wisdomtree TR EUROP DEFEN FD | $5.6M | 204.3K | 0.5% | ▼−22% Reduced · −57K sh | |
| 47 | Ingersoll Rand Inc COM | $5.5M | 67.4K | 0.5% | ▼−26% Reduced · −24K sh | |
| 48 | General Dynamics Corp COM | $5.5M | 15.6K | 0.5% | ▼−24% Reduced · −5K sh | |
| 49 | Primerica Inc COM | $5.4M | 19.1K | 0.5% | ▼−26% Reduced · −7K sh | |
| 50 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.3M | 74.7K | 0.5% | ▼−7.1% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.