13F Insight
DOSSIER · 13F-HR · Q2 2026

Marks Group Wealth Management, Inc

$1.1B in tracked AUM across 584 positions as of Q2 2026.

MG
CIK 0001802473 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
584
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Marks Group Wealth Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$98M1.1M8.6%02
IVW
ISHARES TR
$39M281K3.4%03
EFG
ISHARES TR
$37M297K3.2%04
AAPL
APPLE INC
$30M104K2.6%05
PVAL
PUTNAM ETF TRUST
$30M582K2.6%06
BAI
BLACKROCK ETF TRUST
$27M514K2.4%07
DYNF
BLACKROCK ETF TRUST
$25M364K2.2%08
GOOG
ALPHABET INC
$22M63K1.9%09
EFV
ISHARES TR
$20M267K1.8%10
IEMG
ISHARES INC
$20M237K1.7%

Filing history

2026Q2Jun 30
$1.1B▲ 10.7%
584 positionsView →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 positionsLocked
Showing 12 of 27