Marks Group Wealth Management, Inc

Est. AUM

$1.04B

13F long equity, this entity only

Positions

536

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	EAFE VALUE ETF	$33.2M	446464	3.20%	SOLE
2	ALPHABET INC	CAP STK CL C	$22.2M	77466	2.14%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$20.9M	273176	2.02%	SOLE
4	ISHARES TR	EAFE GRWTH ETF	$17.9M	160285	1.72%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$16.9M	242992	1.63%	SOLE
6	PUTNAM ETF TRUST	FOCUSED LAR CAP	$16.2M	349180	1.56%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$16.0M	141683	1.55%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US EQUIT	$13.9M	239427	1.34%	SOLE
9	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$12.7M	207754	1.23%	SOLE
10	INTERCONTINENTAL EXCHANGE IN	COM	$11.6M	73815	1.12%	SOLE
11	PACER FDS TR	EMRG MKT CASH	$9.7M	364630	0.94%	SOLE
12	UNITEDHEALTH GROUP INC	COM	$9.3M	34234	0.89%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	14159	0.82%	SOLE
14	MICROSOFT CORP	COM	$8.3M	22414	0.80%	SOLE
15	NVENT ELEC PLC	SHS	$8.1M	68795	0.78%	SOLE
16	WISDOMTREE TR	EUROPE DEFENSE F	$8.1M	261308	0.78%	SOLE
17	CURTISS WRIGHT CORP	COM	$8.1M	11862	0.78%	SOLE
18	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$7.9M	171396	0.76%	SOLE
19	WW GRAINGER INC	COM	$7.6M	6975	0.73%	SOLE
20	VISA INC	COM CL A	$7.6M	25021	0.73%	SOLE
21	AMETEK INC	COM	$7.1M	33306	0.69%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET HEA	$7.1M	48108	0.68%	SOLE
23	GRACO INC	COM	$6.9M	82006	0.67%	SOLE
24	DARDEN RESTAURANTS INC	COM	$6.8M	34924	0.66%	SOLE
25	FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$6.8M	85120	0.66%	SOLE
26	SAIA INC	COM	$6.7M	18980	0.64%	SOLE
27	PRIMERICA INC	COM	$6.5M	25822	0.62%	SOLE
28	RB GLOBAL INC	COM	$6.4M	66755	0.62%	SOLE
29	BLACKROCK ETF TRUST	ISHARES A I INNO	$6.4M	193806	0.62%	SOLE
30	TEXAS ROADHOUSE INC	COM	$6.3M	38328	0.61%	SOLE
31	FRANKLIN ELEC INC	COM	$6.2M	67462	0.60%	SOLE
32	THE CIGNA GROUP	COM	$6.2M	23264	0.60%	SOLE
33	RESMED INC	COM	$6.1M	27153	0.59%	SOLE
34	INGERSOLL RAND INC	COM	$6.0M	74695	0.58%	SOLE
35	MARSH & MCLENNAN COS INC	COM	$5.9M	34043	0.57%	SOLE
36	WATSCO INC	COM	$5.9M	16151	0.57%	SOLE
37	TRACTOR SUPPLY CO	COM	$5.6M	122554	0.54%	SOLE
38	ALCON AG	ORD SHS	$5.5M	73658	0.54%	SOLE
39	GALLAGHER ARTHUR J & CO	COM	$5.5M	25593	0.53%	SOLE
40	ICON PLC	SHS	$5.5M	50018	0.53%	SOLE
41	IQVIA HLDGS INC	COM	$5.5M	32002	0.53%	SOLE
42	BROWN & BROWN INC	COM	$5.3M	80949	0.51%	SOLE
43	BLACKROCK ETF TRUST	ISHARES DEFENSE	$5.3M	161230	0.51%	SOLE
44	FACTSET RESH SYS INC	COM	$5.2M	23847	0.50%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.1M	80345	0.50%	SOLE
46	AUTOMATIC DATA PROCESSING IN	COM	$5.1M	24958	0.49%	SOLE
47	DONALDSON INC	COM	$5.0M	58792	0.48%	SOLE
48	AMAZON COM INC	COM	$5.0M	23881	0.48%	OTR
49	APPLE INC	COM	$4.9M	19141	0.47%	OTR
50	BLACKROCK ETF TRUST	ISHARES LARGE CA	$4.8M	115819	0.46%	SOLE

1–50 of 337

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.