Marks Group Wealth Management, Inc
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,147,981
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 350 | 1,147,981 | 13F-HR | Marks Group Wealth Management, Inc |
| Q1 2026 | 5/5/2026 | 337 | 1,037,087 | 13F-HR | Marks Group Wealth Management, Inc |
| Q4 2025 | 2/11/2026 | 332 | 1,044,405 | 13F-HR | Marks Group Wealth Management, Inc |
| Q3 2025 | 11/10/2025 | 294 | 1,076,258 | 13F-HR | Marks Group Wealth Management, Inc |
| Q2 2025 | 7/22/2025 | 293 | 1,075,122 | 13F-HR | Marks Group Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 710.3 K | 61.9% | 0 | 84.51 K | -84.51 K |
| ETFs | 434.1 K | 37.8% | 197.7 K | 0 | 197.7 K |
| Other | 3.562 K | 0.3% | 0 | 2.3 K | -2.3 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,147,981
Holdings
350
QoQ value change ($000)
110,894
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.