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CIK: 0001802473
Total reported value
$1.1B
$1.1B
337 檔
10.7%
During the Q1 2026 filing period, Marks Group Wealth Management, Inc (CIK: 0001802473) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 337 reported positions.
Marks Group Wealth Management, Inc executed strategic sector rebalancing during Q1 2026, establishing 27 new positions while fully exiting 23 holdings and trimming 90 positions.
Showing top 200 holdings (of 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.20% | -1.42% | +27.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.10% | -4.62% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | -0.21% | -30.15% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | +6.55% | +2438.81% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.72% | +1.50% | +91.60% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.63% | +0.08% | +7.74% | |
| 7 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.56% | +1.02% | +1509.50% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +1.82% | +417.37% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.26% | -3.81% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.34% | +0.82% | +1186.62% | |
| 11 | RSG | Republic Services Inc | Stock-Industrials | 1.30% | -0.55% | -22.18% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.12% | -21.30% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.23% | +0.19% | +1808.98% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.19% | -14.50% | |
| 15 | ICE | Intercontinental Exchange In | Stock-Financials | 1.12% | -0.53% | -23.59% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.10% | -0.41% | -21.16% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | -0.18% | -16.88% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.04% | -4.13% | |
| 19 | GE | General Electric | Stock-Industrials | 0.96% | -0.23% | -23.80% | |
| 20 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 0.94% | +0.17% | +1371.11% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.55% | +0.21% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.14% | -15.24% | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.84% | -0.64% | +20.32% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.03% | +0.85% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.80% | EXIT | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.24% | -16.77% | |
| 27 | NVT | nVent Electric plc | Stock-Industrials | 0.79% | -0.07% | -31.62% | |
| 28 | CW | Curtiss-wright CORP | Stock-Industrials | 0.78% | -0.17% | -36.21% | |
| 29 | WDEF | Wt Europe Defensed Fd | ETF-Other | 0.78% | -0.30% | +134.09% | |
| 30 | EME | Emcor Group Inc | Stock-Industrials | 0.78% | -0.19% | -30.38% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.77% | -0.32% | -8.84% | |
| 32 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.76% | -0.17% | -0.48% | |
| 33 | ITT | Itt Inc | Stock-Industrials | 0.75% | -0.20% | -18.44% | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.74% | -0.13% | -11.27% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.73% | -0.14% | -11.69% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.72% | -0.33% | -27.38% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.29% | +20.01% | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.71% | -0.23% | -9.53% | |
| 39 | AME | Ametek Inc | Stock-Industrials | 0.70% | -0.14% | -18.45% | |
| 40 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.68% | -0.15% | -18.83% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | -0.63% | +729.59% | |
| 42 | GGG | Graco Inc | Stock-Industrials | 0.68% | -0.33% | -2.43% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | -0.20% | -19.39% | |
| 44 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.66% | -0.23% | -11.19% | |
| 45 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.66% | +0.82% | +1548.65% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.59% | -12.21% | |
| 47 | SAIA | Saia Inc | Stock-Industrials | 0.64% | -0.21% | +32.93% | |
| 48 | FCN | Fti Consulting Inc | Stock-Industrials | 0.63% | -0.33% | +59.50% | |
| 49 | CACI | Caci International Inc -cl A | Stock-Tech | 0.63% | -0.22% | -28.52% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.63% | -0.12% | -3.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.9% | +2438.81% | Add |
| 2 | PVAL | Putnam Focused Lrg Cap Value | +1.5% | +1509.50% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.2% | +1186.62% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +1.2% | +417.37% | Add |
| 5 | JQUA | Jpmorgan US Quality Factor | +1.2% | +1808.98% | Add |
| 6 | ECOW | Pacer Emerging Markets Cash | +0.9% | +1371.11% | Add |
| 7 | EFG | Ishares Msci Eafe Growth ETF | +0.8% | +91.60% | Add |
| 8 | EFV | Ishares Msci Eafe Value ETF | +0.8% | +27.77% | Add |
| 9 | FDMO | Fidelity Momentum Factor ETF | +0.6% | +1548.65% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.6% | +729.59% | Add |
| 11 | WDEF | Wt Europe Defensed Fd | +0.5% | +134.09% | Add |
| 12 | FBND | Fidelity Total Bond ETF | +0.3% | +932.02% | Add |
| 13 | FCN | Fti Consulting Inc | +0.3% | +59.50% | Add |
| 14 | FISV | Fiserv Inc | +0.3% | +123.67% | Add |
| 15 | CI | THE Cigna Group | +0.3% | +72.27% | Add |
| 16 | ROP | Roper Technologies Inc | +0.3% | +111.02% | Add |
| 17 | AVEM | Avantis Emerging Markets Eq | +0.2% | +1031.86% | Add |
| 18 | SAIA | Saia Inc | +0.2% | +32.93% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.2% | +7.74% | Add |
| 20 | ALC | Alcon Inc. | +0.2% | +46.81% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +0.80% | Add |
| 22 | KDP | Keurig Dr Pepper Inc | +0.1% | +187.39% | Add |
| 23 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +298.41% | Add |
| 24 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +120.79% | Add |
| 25 | WAT | Waters CORP | +0.1% | +325.55% | Add |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +14.67% | Add |
| 27 | GSK | Gsk Plc-spon Adr | +0.1% | +17.99% | Add |
| 28 | CNP | Centerpoint Energy Inc | +0.1% | +15.82% | Add |
| 29 | AAAU | Goldman Sachs Physical Gold | +0.1% | -0.48% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.99% | Add |
| 31 | FAST | Fastenal Co | +0.1% | -0.32% | Trim |
| 32 | APD | Air Products & Chemicals Inc | +0.1% | -8.84% | Trim |
| 33 | NI | Nisource Inc | +0.1% | +14.64% | Add |
| 34 | AVGO | Broadcom Inc | +0.1% | +35.88% | Add |
| 35 | VZ | Verizon Communications Inc | +0.1% | +1.05% | Add |
| 36 | FDS | Factset Research Systems Inc | +0.1% | +46.79% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +191.88% | Add |
| 38 | PM | Philip Morris International | 0% | +167.97% | Add |
| 39 | MU | Micron Technology Inc | 0% | +12.97% | Add |
| 40 | AMD | Advanced Micro Devices | 0% | +27.93% | Add |
| 41 | DECK | Deckers Outdoor CORP | 0% | +9.80% | Add |
| 42 | QUAL | Ishares Msci USA Quality Fac | 0% | +15.85% | Add |
| 43 | HON | Honeywell International Inc | 0% | -9.99% | Trim |
| 44 | COR | Cencora Inc | 0% | +29.82% | Add |
| 45 | FIS | Fidelity National Info Serv | 0% | +70.78% | Add |
| 46 | ENB | Enbridge Inc | 0% | -1.70% | Trim |
| 47 | TGT | Target CORP | 0% | +25.22% | Add |
| 48 | BSY | Bentley Systems Inc-class B | 0% | +100.53% | Add |
| 49 | WSO | Watsco Inc | 0% | -3.09% | Trim |
| 50 | SHEL | Shell Plc-adr | 0% | +22.03% | Add |
According to official SEC Form 13F filings, Marks Group Wealth Management, Inc reported a total U.S. public equity portfolio value of $1.1B across 337 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFV, AAPL, GOOG) accounted for 10.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDEF
市值: $5.3M
Top Position Liquidated / Trimmed
MCO
前期市值: $5.6M
During Q1 2026, Marks Group Wealth Management, Inc's top holdings by market value included EFV (3.2%)、AAPL (2.7%)、GOOG (2.1%). The largest single position, EFV, represented 3.2% of total portfolio value.
In Q1 2026, Marks Group Wealth Management, Inc made 198 total portfolio adjustments, initiating 27 new buys, adding to 58 positions, trimming 90 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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