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Portfolio (Quarterly) Guide ↗

Marks Wealth, LLC

· CIK 0001838660
13F Portfolio $462M AUM 19 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 2 Added 3 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 469,868.0 $56.2M 12.16% NEW $119.52 -1.8%
2 SPMO INVESCO EXCH TRADED FD TR II 239,332.0 $38.7M 8.37% NEW $161.54 -8.9%
3 SOXX ISHARES TR 48,876.0 $31.3M 6.78% NEW $640.76 -19.8%
4 KBWB INVESCO EXCH TRADED FD TR II 336,481.0 $31.3M 6.77% NEW $92.98 +3.5%
5 VIS VANGUARD WORLD FD 82,704.0 $29.8M 6.45% NEW $360.38 -5.0%
6 CIBR FIRST TR EXCHANGE-TRADED FD 223,913.0 $20.1M 4.36% NEW $89.85 +3.0%
7 IEMG ISHARES INC 172,980.0 $14.3M 3.10% NEW $82.84 -1.4%
8 XLK SELECT SECTOR SPDR TR 2,802.0 $534K 0.12% NEW $190.52 -4.7%
9 VBIL VANGUARD INSTL INDEX FD 3,302.0 $250K 0.05% NEW $75.68 -0.0%
10 GEV GE VERNOVA INC Utilities 211.0 $248K 0.05% NEW $1175.61 -19.9%
11 UPS UNITED PARCEL SVCS INC Industrials 1,878.0 $202K 0.04% NEW $107.50 -2.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 35.9%
Industrials 29.9%
Healthcare 17.5%
Utilities 16.6%