DOSSIER · 13F-HR · Q1 2026

Marks Group Wealth Management, Inc

Marks Wealth's pension fund based in London, UK $1.0B in tracked AUM across 536 positions as of Q1 2026.

MW
Marks Wealth·London, UK·Pension Fund
CIK 0001802473 · last filed Mar 31, 2026
Total AUM
$1.0B
15.0%
vs prior
Holdings
536
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Marks Group Wealth Management, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EFV
ISHARES TR
$33M446K3.2%
02
AAPL
APPLE INC
$28M111K2.7%
03
GOOG
ALPHABET INC
$22M78K2.2%
04
SPYM
SPDR SERIES TRUST
$21M273K2.0%
05
EFG
ISHARES TR
$18M160K1.7%
06
IEMG
ISHARES INC
$17M243K1.6%
07
PVAL
PUTNAM ETF TRUST
$16M349K1.6%
08
IVW
ISHARES TR
$16M142K1.5%
09
MSFT
MICROSOFT CORP
$14M38K1.4%
10
DYNF
BLACKROCK ETF TRUST
$14M239K1.3%

Filing history

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