13F Filings History of Marks Wealth, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $336,749,349
- Form 13F summary
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- Marks Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Marks Wealth, LLC reported 12 equity holdings with a total reported market value of $336,749,349 for Q1 2026. Top reported holdings included ISHARES TR, VANGUARD SCOTTSDALE FDS, LISTED FDS TR, ISHARES TR, and J P MORGAN EXCHANGE TRADED F.
- Largest 13F holdings
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ISHARES TR VANGUARD SCOTTSDALE FDS LISTED FDS TR J P MORGAN EXCHANGE TRADED F BECTON DICKINSON & CO MARRIOTT INTL INC NEW SPDR SERIES TRUST BOEING CO ENERGY TRANSFER L P AMAZON COM INC
- Manager signature
- Charles Marks - CEO/Managing Director/CCO
- Manager location
- Ellicott City, MD
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$336,749,349
Quarter delta
n/a
Accepted
01 May 2026, 17:53
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 12 | $336,749,349 | $0 | $0 | $0 | ISHARES TR, VANGUARD SCOTTSDALE FDS, LISTED FDS TR, ISHARES TR, J P MORGAN EXCHANGE TRADED F | 13F-HR | 01 May 2026, 17:53 |