Marks Wealth, LLC
All 13F Filings
- Location
- Ellicott City, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 461,942
- 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 | 7/29/2026 | 19 | 461,942 | 13F-HR | Marks Wealth, LLC |
| Q1 2026 | 5/1/2026 | 12 | 380,079 | 13F-HR | Marks Wealth, LLC |
| Q4 2025 | 2/2/2026 | 21 | 298,714 | 13F-HR | Marks Wealth, LLC |
| Q3 2025 | 10/28/2025 | 24 | 323,708 | 13F-HR | Marks Wealth, LLC |
| Q2 2025 | 7/18/2025 | 22 | 308,375 | 13F-HR | Marks Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.494 K | 0.3% | 0 | 30.53 K | -30.53 K |
| ETFs | 460.5 K | 99.7% | 112.4 K | 0 | 112.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
461,942
Holdings
19
QoQ value change ($000)
81,863
(21.5%)
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.