Marks Group Wealth Management, Inc: 13F holdings
CIK 18024732026Q2
| Positions | 350 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 1,119,123 | $98.3m | 8.6% |
| IWF ISHARES TR | 280,897 | $38.6m | 3.4% |
| EFG ISHARES TR | 296,920 | $36.9m | 3.2% |
| AAPL APPLE INC | 104,089 | $30.1m | 2.6% |
| PVAL PUTNAM ETF TRUST | 582,267 | $29.7m | 2.6% |
| BAI BLACKROCK ETF TRUST | 514,468 | $27.1m | 2.4% |
| DYNF BLACKROCK ETF TRUST | 364,029 | $24.8m | 2.2% |
| GOOG ALPHABET INC | 62,992 | $22.3m | 1.9% |
| EFV ISHARES TR | 267,272 | $20.5m | 1.8% |
| IEMG ISHARES INC | 237,380 | $19.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802473")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.