13F Insight
DOSSIER · 13F-HR · Q3 2026

Markowski Investments

$448M in tracked AUM across 695 positions as of Q3 2026.

MI
CIK 0002149795 · last filed Sep 30, 2026
Total AUM
$448M
as of Q3 2026
Holdings
695
+75 QoQ
positions
Whale Score
49
49
tracked
Activity
441
+104 new, −29 sold
changes this Q
AI Analysis · Q3 2026

Markowski Investments filed its latest 13F-HR for Q3 2026. 441 position changes this quarter — 104 new, 29 exited, 199 added, 109 trimmed.

Quarter at a glance — Q3 2026

441 material changes this filing.

NEW
XOMEXXONMOBIL HOLDINGS CORP COM SHS
+15K sh
+$2M
0.6%
TRIM
XSMOINVESCO S & P SMLCP MOMENTM ETF
-503 sh
$-2M
3.6%
EXIT
XOMEXXON MOBIL CORP
-15K sh
$-2M
—
TRIM
MSFTMICROSOFT CORP
-3K sh
+$2M
2.2%
ADD
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
+1K sh
+$2M
6.8%
TRIM
GOOGLALPHABET INC CLASS A
-3K sh
$-2M
2.3%
TRIM
GOOGALPHABET INC CLASS C
-4K sh
$-1M
0.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
$38M305K8.4%02
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
$30M241K6.8%03
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
$25M108K5.6%04
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
$23M145K5.0%05
AAPL
APPLE INC
$20M60K4.5%06
JAAA
JANUS HENDERSON AAA CLO ETF
$20M390K4.4%07
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
$16M552K3.6%08
XSMO
INVESCO S & P SMLCP MOMENTM ETF
$16M195K3.6%09
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
$14M139K3.1%10
JBBB
JANUS HENDERSON B-BBB CLO ETF
$14M294K3.1%

Filing history

2026Q3Sep 30
$448M▼ 1.3%
695 positionsView →2026Q2Jun 30
$454M—
619 positionsView →