Marks Wealth, LLC reported 6 positions worth $1.49M for the quarter ended Jun 30, 2026, up 21.6% on the prior quarter. It opened 2 new positions, added to 1, trimmed 1 and exited 1. Its largest holding is Marriott International Inc at 20.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ET Energy Transfer LP | -12.6K | $242.41K | 19.73% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MAR Marriott International Inc | Consumer Discretionary | 818 | $303.14K | 20.29% | 0 | 0.0% | Unchanged | 0% |
| 2 | BDX Becton Dickinson & Co | Healthcare | 1,730 | $261.78K | 17.52% | +3 | +0.2% | Added | 0% |
| 3 | GEV GE Vernova Inc. | Industrials | 211 | $248.05K | 16.6% | +211 | – | New | 0% |
| 4 | BA Boeing Co | Industrials | 1,134 | $245.48K | 16.43% | -87 | -7.1% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 980 | $233.57K | 15.64% | 0 | 0.0% | Unchanged | 0% |
| 6 | UPS United Parcel Service Inc | Industrials | 1,878 | $201.89K | 13.51% | +1,878 | – | New | 0% |
Tip. Select a row to see that position’s full history at Marks Wealth.
As of its Q2 2026 13F filing, Marks Wealth, LLC’s five largest positions were Marriott International Inc (MAR) at 20.3%, Becton Dickinson & Co (BDX) at 17.5%, GE Vernova Inc. (GEV) at 16.6%, Boeing Co (BA) at 16.4%, Amazon Com Inc (AMZN) at 15.6% of the reported portfolio.
Marks Wealth, LLC reported a 13F portfolio worth $1.49M across 6 positions for Q2 2026. That is up 21.6% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($248.05K), United Parcel Service Inc ($201.89K), Becton Dickinson & Co ($453.95). It opened 2 new positions.
Its largest sales by value were Energy Transfer LP ($242.41K), Boeing Co ($18.83K). It exited 1 positions entirely.
From the Form 13F-HR reports Marks Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.