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Marks Wealth, LLC

Q4 2025 13F Holdings

  • Location
    ellicott city, MD
  • Num holdings

    21

  • Value ($000)

    $298,714

  • Date Filed
    02/02/2026
  • Form type
    13F-HR
  • CIK
    0001838660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MAGS

LISTED FDS TR

ROUNDHILL MAGNIF
53656G498
$43.62M
15 %

661,332

---

VANGUARD WORLD FD

COMM SRVC ETF
92204A884
$41.09M
14 %

212,223

X
XLF

SELECT SECTOR SPDR TR

STATE STREET FIN
81369Y605
$36.72M
12 %

670,399

V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$34.56M
12 %

252,782

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$32.78M
11 %

411,182

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A870
$28.86M
10 %

236,668

I
ILF

ISHARES TR

LATN AMER 40 ETF
464287390
$20.7M
7 %

679,794

V
VWOB

VANGUARD WHITEHALL FDS

EM MK GOV BD ETF
921946885
$16.7M
6 %

247,679

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$16.65M
6 %

198,775

A
AAPL

APPLE INC

COM
037833100
$13.86M
5 %

50,988

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