1y return+3.7%S&P 500 +20.9%
3y return+32.8%S&P 500 +68.5%
5y return+32.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $166 against $232 in the S&P 500.2
Marks Group Wealth Management, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $98.3M | 8.6% | +309.7% |
| IVWIshares Tr | $38.6M | 3.4% | +98.3% |
| EFGIshares Tr | $36.9M | 3.2% | +85.2% |
| AAPLApple Inc | $30.1M | 2.6% | −6.2% |
| PVALPutnam Etf Trust | $29.7M | 2.6% | +66.8% |
| BAIBlackrock Etf Trust | $27.1M | 2.4% | +165.5% |
| DYNFBlackrock Etf Trust | $24.8M | 2.2% | +52.0% |
| GOOGAlphabet Inc | $22.3M | 1.9% | −19.0% |
| EFVIshares Tr | $20.5M | 1.8% | −40.1% |
| IEMGIshares Inc | $19.7M | 1.7% | −2.3% |
| FDMOFidelity Covington Trust | $17.0M | 1.5% | +102.6% |
| JQUAJ P Morgan Exchange Traded F | $16.3M | 1.4% | +8.2% |
| IDHQInvesco Exch Traded Fd Tr II | $14.1M | 1.2% | New |
| BLCRBlackrock Etf Trust | $13.2M | 1.2% | +126.3% |
| NVDANvidia Corporation | $13.0M | 1.1% | −12.1% |
| COROBlackrock Etf Trust | $13.0M | 1.1% | New |
| ECOWPacer Fds Tr | $12.8M | 1.1% | +32.2% |
| MSFTMicrosoft Corp | $12.7M | 1.1% | −10.9% |
| METAMeta Platforms Inc | $11.5M | 1.0% | −5.4% |
| AMZNAmazon Com Inc | $11.3M | 1.0% | −6.4% |
| SHLDGlobal X Fds | $11.2M | 1.0% | New |
| UNHUnitedhealth Group Inc | $9.9M | 0.9% | −40.3% |
| VOOVanguard Index Fds | $9.8M | 0.9% | |
| RSGRepublic Svcs Inc | $8.6M | 0.8% | −34.1% |
| GEGe Aerospace | $8.4M | 0.7% | −36.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $13.0M |
| EMEEmcor Group Inc | March 31, 2023 | +410.4% | $6.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $7.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $22.3M |
| GEGe Aerospace | December 31, 2022 | +346.0% | $8.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $7.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.1M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $11.5M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $38.6M |
| AMEAmetek Inc | September 30, 2020 | +143.4% | $6.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $8.3M
- Icon PLCCUSIP G4705A100 was $5.6M
- IDEFBlackrock Etf Trust was $5.3M
- ULUnilever PLC was $1.3M
- NWGNatwest Group PLC was $1.0M
- SAPSap Se was $922K
- Ascendis Pharma A/sCUSIP 04351P101 was $901K
- WDAYWorkday Inc was $628K
- VXUSVanguard Star Fds was $574K
- Proshares Tr IICUSIP 74347Y797 was $528K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +1.9% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +8.0% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Marks Group Wealth Management, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802473&type=13F-HR&dateb=&owner=include&count=40CIK 1802473
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802473/000180247326000005/Filed July 28, 2026 · accession 0001802473-26-000005