13F Insight
DOSSIER · 13F-HR · Q1 2026

Marks Group Wealth Management, Inc

$1.0B in tracked AUM across 536 positions as of Q1 2026.

MG
CIK 0001802473 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
536
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.0B▼ 0.7%
536 positionsView →2025Q4Dec 31
$1.0B▼ 3.0%
553 positionsView →2025Q3Sep 30
$1.1B▲ 0.1%
481 positionsView →2025Q2Jun 30
$1.1B▲ 3.5%
467 positionsLocked2025Q1Mar 31
$1.0B▲ 2.4%
478 positionsLocked2024Q4Dec 31
$1.0B▼ 3.1%
445 positionsLocked2024Q3Sep 30
$1.0B▲ 10.3%
466 positionsLocked2024Q2Jun 30
$949M▼ 0.8%
475 positionsLocked2024Q1Mar 31
$957M▲ 9.0%
452 positionsLocked2023Q4Dec 31
$877M▲ 8.6%
471 positionsLocked2023Q3Sep 30
$808M▼ 3.9%
386 positionsLocked2023Q2Jun 30
$841M▲ 7.4%
390 positionsLocked
Showing 12 of 26