Marks Wealth, LLC

Comprehensive SEC 13F Filing Analysis: Marks Wealth, LLC

1. Portfolio Overview

Marks Wealth, LLC has reported a significant portfolio restructuring for the quarter ended September 30, 2025. The firm executed a substantial pivot in strategy, resulting in a 34.6% decrease in total portfolio value, declining from $308.37 million to $201.77 million. This reduction in assets under management (AUM) is driven primarily by active deleveraging and a shift out of cash-equivalent instruments rather t...