Marks Group Wealth Management, Inc

Q2 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
350
Total value ($000)
$1,147,981
Net value change ($000)
+110,894 (10.7%)
New positions
37
Sold out positions
24
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 77,440 370.4%
IVW 22,606 141.1%
BAI 20,737 324.7%
EFG 19,092 107.0%
IDHQ 14,102 NEW
PVAL 13,464 83.1%
CORO 12,992 NEW
SHLD 11,171 NEW
DYNF 10,828 77.7%
FDMO 10,179 149.3%
Top Reduces (Value $000, Stocks/ETFs)
EFV -12,735 -38.4%
HON -8,279 -100.0%
XLV -6,528 -92.6%
BDX -6,381 -73.2%
UNP -6,053 -89.6%
ICLR -5,555 -100.0%
CRM -5,298 -57.6%
IDEF -5,275 -100.0%
ICE -4,870 -41.8%
RSG -4,828 -35.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type