Marks Wealth, LLC
Annual return '25
+0.3%
SPY '25
+17.7%
Alpha
-17.4ptsvs SPY
Invested
$380.1M
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHV
ISHARES TR
Q4 2025: Exited (was 312.9k shares)
62.7%
02
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
11.4%
03
$VLUE
ISHARES TR
Held since at least Q1 2024
11.4%
04
$MAGS
LISTED FDS TR
Q4 2025: Exited (was 334.0k shares)
8.1%
05
$ILF
ISHARES TR
Held since at least Q1 2024
5.6%
06
$JEPQ
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 27.3k shares)
0.4%
07
$BDX
BECTON DICKINSON & CO
Q4 2025: Exited (was 1.7k shares)
0.1%
08
$MAR
MARRIOTT INTL INC NEW
Q4 2025: Exited (was 818 shares)
0.1%
09
$BILS
SPDR SERIES TRUST
Q4 2025: Exited (was 5.2k shares)
0.1%
10
$BA
BOEING CO
Q4 2025: Exited (was 1.4k shares)
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:57 UTC.