Marks Group Wealth Management
Marks Group Wealth Management reported 350 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SPYM (8.6%), IVW (3.4%) and EFG (3.2%). Compared with Q1 2026, the fund opened new positions in IDHQ, CORO and SHLD, added to SPYM, IVW and EFG, trimmed AAPL, GOOG and EFV and sold out of ICLR, IDEF and UL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $98.3M | 8.6% | 1.1M | +846K (+310%) | 3 of 8 | |
| 2 |  IVW Ishares TR | $38.6M | 3.4% | 281K | +139K (+98%) | 8 of 8 | |
| 3 |  EFG Ishares TR | $36.9M | 3.2% | 297K | +137K (+85%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $30.1M | 2.6% | 104K | −6,890 (−6%) | 8 of 8 | |
| 5 |  PVAL Putnam ETF Trust | $29.7M | 2.6% | 582K | +233K (+67%) | 3 of 8 | |
| 6 |  BAI Blackrock ETF Trust | $27.1M | 2.4% | 514K | +321K (+165%) | 5 of 8 | |
| 7 |  DYNF Blackrock ETF Trust | $24.8M | 2.2% | 364K | +125K (+52%) | 6 of 8 | |
| 8 |  GOOG Alphabet Inc | $22.3M | 1.9% | 63K | −15K (−19%) | 8 of 8 | |
| 9 |  EFV Ishares TR | $20.5M | 1.8% | 267K | −179K (−40%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $19.7M | 1.7% | 237K | −5,612 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $8.3M | 37K |
 ICLR Icon PLC | $5.6M | 50K |
 IDEF Blackrock ETF Trust | $5.3M | 161K |
 UL Unilever PLC Spon ADR New | $1.3M | 22K |
 NWG Natwest Group PLC | $1M | 69K |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marks Group Wealth Management 13F FAQ
What does Marks Group Wealth Management own?
Marks Group Wealth Management reported 350 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SPYM (8.6%), IVW (3.4%) and EFG (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Marks Group Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 103 added to, 152 trimmed and 24 sold out. New positions include IDHQ, CORO and SHLD. It sold all of ICLR, IDEF and UL.
When will Marks Group Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Marks Group Wealth Management's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.