Marks Wealth, LLC holds a concentrated book of 19 stocks worth $461.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Ishares 0-1 Year Treasury Bo. Their largest long position is Ishares Msci USA Value Facto at 23% of the equity book. Cloning the disclosed picks since 2024 would be +12% (+6.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1838660/holdings"
Use Arkolith to show Marks Wealth, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.0 points over this window.
Growth of $10,000 cloning Marks Wealth, LLC'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: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% 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 | Ishares TR MSCI USA VALUE | $108.2M | 541.5K | 23.4% | ▲+78% Added · +236K sh | |
| 2 | Ishares TR TRUST ISHARE 0-1 | $83.5M | 756.6K | 18.1% | ▼−65% Reduced · −1.4M sh | |
| 3 | Vanguard World FD INF TECH ETF | $56.2M | 469.9K | 12.2% | ▲New New position | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $45.0M | 569.0K | 9.7% | ▲+4.0% Added · +22K sh | |
| 5 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $38.7M | 239.3K | 8.4% | ▲New New position | |
| 6 | Ishares TR ISHARES SEMICDTR | $31.3M | 48.9K | 6.8% | ▲New New position | |
| 7 | Invesco Exch Traded FD TR II KBW BK ETF | $31.3M | 336.5K | 6.8% | ▲New New position | |
| 8 | Vanguard World FD INDUSTRIAL ETF | $29.8M | 82.7K | 6.5% | ▲New New position | |
| 9 | First TR Exchange-Traded FD NASDAQ CYB ETF | $20.1M | 223.9K | 4.4% | ▲New New position | |
| 10 | Ishares Inc CORE MSCI EMKT | $14.3M | 173.0K | 3.1% | ▲New New position | |
| 11 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.3M | 21.7K | 0.3% | ▼−19% Reduced · −5K sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $534K | 2.8K | 0.1% | ▲New New position | |
| 13 | Marriott Intl Inc New CL A | $303K | 818 | 0.1% | —Held | |
| 14 | Becton Dickinson & Co COM | $262K | 1.7K | 0.1% | ▲+0.2% Added · +3 sh | |
| 15 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $250K | 3.3K | 0.1% | ▲New New position | |
| 16 | Ge Vernova Inc COM | $248K | 211 | 0.1% | ▲New New position | |
| 17 | Boeing Co COM | $245K | 1.1K | 0.1% | ▼−7.1% Reduced · −87 sh | |
| 18 | Amazon Com Inc COM | $234K | 980 | 0.1% | —Held | |
| 19 | United Parcel Svcs Inc CL B | $202K | 1.9K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 19 | $461.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 12 | $380.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 21 | $298.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 24 | $323.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 22 | $308.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 16 | $272.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 16 | $207.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 27 | $233.0M | 13F-HR |
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.