Investor
Marks Wealth, LLC
CIK 0001838660 · filed 2026-02-02 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Listed Fds Tr | — | 661.3K | $43.6M | 14.6% | — | Held |
| Vanguard World Fd | — | 212.2K | $41.1M | 13.8% | — | Held |
| Select Sector Spdr Tr | — | 670.4K | $36.7M | 12.3% | — | Held |
| Ishares Tr | — | 252.8K | $34.6M | 11.6% | — | Held |
| Vanguard Scottsdale Fds | — | 411.2K | $32.8M | 11.0% | — | Held |
| Spdr Series Trust | — | 236.7K | $28.9M | 9.7% | — | Held |
| Ishares Tr | — | 679.8K | $20.7M | 6.9% | — | Held |
| Vanguard Whitehall Fds | — | 247.7K | $16.7M | 5.6% | — | Held |
| Vanguard Scottsdale Fds | — | 198.8K | $16.6M | 5.6% | — | Held |
| Apple Inc. | AAPL | 51K | $13.9M | 4.6% | — | Held |
| Vaneck Etf Trust | — | 28.5K | $8.13M | 2.7% | — | Held |
| J P Morgan Exchange Traded F | — | 29.1K | $1.69M | 0.6% | — | Held |
| Ishares Tr | — | 8.57K | $943.7K | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 6.87K | $520.7K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 2.56K | $369.3K | 0.1% | — | Held |
| Becton Dickinson & Co | BDX | 1.73K | $334.8K | 0.1% | — | Held |
| Boeing Co | — | 1.22K | $265.1K | 0.1% | — | Held |
| Marriott Intl Inc New | — | 818 | $253.8K | 0.1% | — | Held |
| Amazon Com Inc | AMZN | 980 | $226.2K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 210 | $225.7K | 0.1% | — | Held |
| Energy Transfer L P | — | 12.6K | $207.1K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.